The Formula for Growing Wealth and what it tells us about Investing
We invest to grow our savings to meet our financial needs and goals of the future. And some invest to create wealth; which is a goal in itself.
Practical, research-backed lessons on stocks, funds, markets and building a portfolio for the long term.
More than 950 articles published since 2009 by MoneyWorks4Me, a SEBI-registered investment adviser.
We invest to grow our savings to meet our financial needs and goals of the future. And some invest to create wealth; which is a goal in itself.
Foundations for new investors — how to start, prepare and think.
Deeper method, guru lessons and the books worth your time.
Find, value and hold good Indian stocks the MoneyWorks4Me way.
Choosing funds, building a portfolio and avoiding the usual mistakes.
Goals, surplus and the plan your investing should serve.
Build, manage and rebalance wealth around your financial plan.
IPO and FPO reviews — what the numbers say before you subscribe.
Where the market stands and what it means for your holdings.
Behaviour, psychology and the traps that quietly cost you returns.
Bonds, deposits and the safer end of the portfolio.
Alternative and specialised investment funds.
Gold, real estate and income-producing real assets.
Retirement, NPS and building a lasting income.
Term, health and the cover to buy before you invest.
Tax on investments — capital gains and keeping more of your returns.
Rates, inflation, currency and the economy behind the market.
Discover the true cost of mutual funds, including expense ratios and hidden fees. Learn how regular vs. direct plans impact your long-term returns and maximize your investment value.
“Mutual funds are subject to market risk” is one of the most repeated disclaimers in investing, yet one of the least understood.

Buying a Mutual Fund (MF) has become very easy; however, investing in them is not that easy.

In the earlier article, you read about the different types of Equity and Solution-Oriented MFs. In this one, we will discuss the different types of Debt and Balanced Mutual Funds.

What triggered the new rationalization and types of Mutual Fund Schemes? In October 2017, SEBI issued the rules for categorization and rationalization of Mutual Fund Schemes (MFS).

As investors, we constantly track the Nifty movements.