The archive
All articles
Every guide and analysis from the Investment Shastra desk, newest first.
-

Do your SIP the right way with the Power of 4
Many investors start a Systematic Investment Plan (SIP) simply because it feels like the “safe” way to invest in mutual funds.
-

Is SIP in Mutual funds the right way to invest for me?
Systematic Investment Plans (SIPs) are often promoted as the safest and most effective way to invest in equity mutual funds.
-

Analyze your Mutual Fund Portfolio to check if it will disappoint you
L ook at your Mutual Fund Portfolio and think how you came about having this particular composition.
-

April 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned 8.5% Year to date 2019 and ~16% CAGR in last 3 years.
-

March 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned 8% Year to date 2019 and ~17% CAGR in last 3 years.
-
Mutual Funds: Growth Plan is always better than Dividend Plan
Many investors still believe dividend plans in mutual funds provide “extra income” or additional returns. In reality, dividends are simply your own money being distributed back to you.
-

Nifty@MRP Suggest Markets Are slightly overvalued, What Should Investors Do?
As investors, we constantly track the Nifty movements.
-

February 2019: MoneyWorks4me Outlook
Nifty Total Return Index (Nifty including dividends) earned 0% Year to date 2019 and ~15% CAGR in last 3 years.
-

Passive Investing: Merits & Demerits
Passive investing has gained significant popularity in recent years, particularly through index funds and ETFs. The appeal is easy to understand.
-
Passive Investing: Merits & Demerits
Explore the rise of passive investing in India. Understand its merits, limitations, and how to blend index funds with active strategies for long-term success.
-

January 2019: MoneyWorks4me Outlook
Nifty Total Return Index (TRI) (including dividends) was flat for Jan’19. IT and energy performed well and Media and Auto went south in last month.
-

INTERIM BUDGET 2019
Since this was an interim Budget we must not assume all the announcements to materialize in exact form.