Mutual Funds

Open an account in Kuvera (www.kuvera.in) You can sign up through Facebook/Google or email Id and Password Complete your KYC by adding your PAN number. Fill your details like address, Nominee, Bank account details etc. (You can complete it in the beginning, or it will ask for the same while investing. For investment in SIPs […]

You can`t do anything, except waiting, to get your money back if you have investments in the 6 debt funds schemes which has been closed by Franklin Templeton. The only way is to wait and watch how the fund house is going to realize the securities and pay to you. You may get your entire

It was shocking news yesterday from Franklin Templeton Mutual Fund that it is winding up 6 of its debt mutual fund schemes. The following schemes are closed now. Franklin Low Duration Fund Franklin Dynamic Accrual Fund Franklin Credit Risk Fund Franklin Short Term Income Franklin Ultra Short Bond Fund Franklin Income Opportunities Fund Some of

Do not stop your equity mutual funds SIP. Infact, this may be the opportunity which most of the investors wait. Volatile markets are always good for the investors if you are investing for long terms (long term means 15-20 years). Normally, in these type of markets, the investors ask 3 types of questions Should I

Yesterday, I got a call from my client. He started investing in equity funds for the first time last year. He invested 10,000 per month for 12 months in L&T Midcap fund. His invested amount is 1.2 Lakhs, but the present value is 1.17 Lakhs. A loss of around 2500 in 12 months! How can

Suresh & Sumesh are working in the same office. Both of them got a windfall of 10 Lakhs by selling the ESOPs allotted to them.  Suresh is thinking of buying a second house.  He thinks that it is a good idea to buy a second house for two reasons Investment purpose as the property prices

Rajendran was very skeptical in moving from regular plan to direct plan. He used to get consolidated view of all his funds from his agent. It was easy for him to understand the portfolio value . He was not ready to move to direct plan even when he understand that he can get much better

I am getting many calls asking whether they can stop their SIPs because of the recent 10% crash in the market. I thought of answering this by giving the live example of a major crash in 2008 and the subsequent recovery in the market. Before going into the actual case study, let us understand what

Are you still running behind your mutual fund agent to get mutual funds statement online? Or you are still logging into individual mutual funds website, putting your folio number and getting statement. My Friend, Saurabh, was chasing his advisor for the Mutual funds statement since last one week. The advisor was continuously delaying it for no reason.

Direct plans in mutual funds were introduced in 2013 and it is becoming popular among investors. Many investors find it difficult to start SIPs under direct plan. This article is an attempt to help investors to start SIPs  under direct plan. Thanks to Mr. Ajay Pruthi, who joined Finvin as Para Planner to put it