Wealth  Management  Services


Don’t invest in something just because someone else is investing in it

There are many ways to make juice.There’s one way we all know — squeezing.But in large factories where the juice is made, squeezing fruits or vegetables isn’t the most preferred way.There are machines that do the juicing in more efficient (and cheaper) ways – without squeezing.In recent decades, health consciousness has become mainstream.Even Coca-Cola has […]

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Why are Debt Mutual Funds Better than Fixed Deposits (FD)?

Fixed Deposits (FD) are not just an investment vehicle, they are a part of our Indian tradition. As soon as you start earning, you would have heard your elder family members saying that a good portion of your portfolio should be invested in FDs for Safety and Liquidity. A sign that the individual is capable […]

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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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Save your mutual fund portfolio from the next Franklin like crisis

You might have heard of the Franklin India crisis that hit debt mutual funds earlier this year. This blog explains the crisis itself and aim to help you save yourself from the next Franklin-like debacle if it strikes. What exactly happened at Franklin India AMC? Six of Franklin India’s debt funds were wound up on […]

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P2P Lending Growth Potential

In 2015, the first peer-to-peer lending platform, Zopa, was launched in the UK. The P2P lending market has grown substantially since then. From a theoretical perspective, this growth has, according to Serrano-Cinca, Gutierrez-Nieto & López-Palacios (2015), been explained through the market equilibrium theory and the financial intermediation hypothesis. The market equilibrium theory states that efficient markets […]

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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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Selecting The Best Liquid Mutual Fund

Honestly, there is very little to choose between two liquid funds – pick up two good liquid funds and compare their returns, you’ll find a difference of a few basis points that will mostly not matter to you. But no one invests in liquid funds to earn spectacular returns. The most important ask of any […]

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