What returns do you expect from your equity investment?  We ask this question to retail investors & here’s how many of the conversations happen: Advisor: What returns are you expecting on your equity...

Avoid Mutual Funds with Hidden Costs and increase the chances of earning index-beating returns.  We all are quite familiar about mutual fund expense ratio and we rightly desire that it reduces as much as...

Keep a long term horizon: This is probably the first thing we talk before going on to discussing stocks and portfolio management. Why so? Correction in 2018 is the exact reason why advisors always keep talking...

Every one of us would agree that wealth creators stocks always have been one of the finest businesses. A good business is one that earns a high Return on Capital. This earning power comes from brands or...

Markets have once again started correcting. This time it appears that correction is happening at much faster rate. This could be because there are real concerns on marco-economics side. Rising Crude Oil prices...

Do you have answers to these 5 How-do-you questions?  If you don’t, it is not too late, get it right with MoneyWorks4me 1) How do you know what is the right asset allocation for you? Ajay holds 70% in Equity...

In the previous blog we saw how NRI’s can invest in Indian Mutual Funds. Here is a quick guide on the steps NRI’s need to follow for investing in stocks directly. Step 1: Open an NRE Account/NRO Account Open...

What is a Model Portfolio? It is a portfolio of stocks, with each stock in different proportion, managed by a fund manager based on his conviction/risk reward. Whenever an investor adds funds to a mutual fund...