Wealth  Management  Services

Author: Ridhi Sethia

Coffee Can Investment Portfolio

'Coffee Can Investment Portfolio' sounds weird right? We usually come across names like equity portfolio; debt portfolio etc., but “coffee can”.. what's that?The idea behind this name is actually quite unique. It all began before the banking system was introduced to the world and people in Old West America used to collect all their valuable […]

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SIP or Value Averaging - What is the right way to go?

Cost Averaging/SIP and Value Averaging are perhaps the two most talked about investment approaches with regards Mutual Fund investments. Most people have knowledge about Cost Averaging AKA SIP but Value Averaging is not well known in India. In this article, we will go through these two approaches and compare them. Let’s talk about Cost Averaging […]

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What to look for in a Financial Advisor?

Investing in the stock market is easy but choosing the right kind of investments becomes difficult. Assuming an investor is looking to invest in mutual funds. We know there are hundreds of mutual funds in the market. But how do we choose the right fund? To take the right decision while investing we require an […]

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Financial Planning

Before getting deeper into the what and why of Financial Planning, let us understand a few terms : Contingency Reserve Contingency reserve is your emergency fund.  It’s important to set aside five-six months' expenses in safe instruments or have liquid cash for rainy days. There can be any emergency at any given point in time. […]

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Power of Compounding

What is compounding? Compounding takes place when the returns or interest that you earned on investment becomes part of the invested capital or principle in order to calculate interest for the following periods. Thus, as long as your money remains invested in the financial instrument, it creates a Snow-Ball Effect by generating returns on the returns. […]

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Are there any charges on buying a Mutual Fund?

Everything in this world has a price and so do Mutual Funds.  The main benefit of Mutual funds is that your money is managed by an expert professional. For this, they charge a fee which takes care of their compensation but there are some other investment related expenses as well. We’ll talk about them in […]

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What has changed about Liquid Mutual Funds in India?

Liquid Funds are the most heavily invested in mutual funds. Wondering Why? Reason is liquid funds are most popular among bigger corporations than they are among retail investors. These funds have undergone some major changes in the last few years and in this blog, we go through each of these changes while discussing how liquid […]

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