Author: Rashmi Runi

MF AUM Crocess Rs. 46 Lakh Crore AUM

The industry average AUM recorded a new high as it crossed the Rs 46 lakh crore mark in July 2023. It stood at Rs 46.28 lakh crore, 23% higher than last year. Of this retail investors (equity, hybrid and solution oriented schemes) contributed Rs 23.77 lakh crore, which is over 51%.    Also, gross SIP […]

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Biography of an SIP

In Nifty Midcap 150 TRI index We generally start SIP for our long-term goals. The goal can be child education, child marriage, or retirement. But the road to this journey may have many uncertainties, making it difficult to continue this SIP for such a long period. Starting a long- term SIP is easy, but continuing […]

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90% MF investors are lakhpatis: Govt

These 1.70 crore investors account for 65% of the total industry assets, government says in Lok Sabha. Over 90% mutual fund investors have a yearly income between Rs.1 lakh and 1 crore. These investors account for 65% of the retail AUM, the government said in Lok Sabha on Monday. According to the data released by […]

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Why Wait For The Last Minute To Save Tax

Last minute tax planning can be quite a hassle. Starting early can enable you to choose your avenues smartly, basis your risk appetite, investment goals, and investment horizon. So, stop snoozing your investment plans and wake up to the growth opportunities. Reason to invest in a MUTUAL FUND ELSS fund..

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SWP – Best tool for customizing periodic cash flow

One of the investor’s key requirements from his/her investment is a stream of cash flow to meet his expense requirement of different natures. Dividend/dividend payout has been a sought after option till some time back and investors chose this option earnestly to serve their objective. However post  1st April 2020  after change in dividend taxation rules, […]

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Why you should diversify investments beyond Indian markets in current scenario

The stock market is witnessing huge volatility and investors have lost 20-30 percent of the returns over the last one-two months. With index valuations at historical lows, is it the right time to sell equity and buy other asset classes? Diversifying portfolios by selling equity and buying other asset classes such as debt, gold and real […]

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Marketing Strategy concept

In simple line about marketing strategy is “ marketing strategy is a direction to get a lot of sales”.  An organization’s strategy that combines all of its marketing goals into one comprehensive plan. A good marketing strategy should be drawn from market research and focus on the right product mix in order to achieve the […]

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Is Insurance Important For Me?

Do i have any GOAL in my life?  Do i have any Responsibility / Liability for my love one in my life? Is my absence do effect someone’s financial life? Is my HLV has any value ? If answer is YES, Insurance is Important for me. Insurance is important because it protect a person or […]

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ELSS FUND – INVEST TO SAVE TAX, STAY BACK TO THE RETURN

Since time bygones, taxes have been often portrayed like a sword that is hanging on our very heads. But then, if we delve deeper on how the taxes provide for nation-building, paying taxes is one of the primary duties of citizens, some do it gladly while other do so grudgingly. The truth is that many […]

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Before start a SIP, Mitigate these RISKs

In life, there is no such thing as a free lunch and in equity markets there is no such thing as a risk-free investment. A Systematic Investment Plan (SIP) is one of the best ways of investing in the equity markets. It comes with myriad benefits and can help investors meet their financial goals. However, […]

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