The archive
All articles
Every guide and analysis from the Investment Shastra desk, newest first.
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Factor Investing: Understanding the Sources of Long-Term Alpha
The Efficient Market Hypothesis (EMH), proposed by Eugene Fama , argues that stocks always trade at fair value, making it extremely difficult for investors to consistently outperform the market.
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Select Equity Mutual Funds which are ‘andar-se-strong’
With over 350 equity mutual funds available in India, choosing the right fund can feel overwhelming.
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Select Equity Mutual Funds which are ‘andar-se-strong’
Avoid picking mutual funds based on past returns. Learn how to choose funds that are fundamentally strong, consistent, and cost-effective for long-term success.
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How to achieve the right diversification in Mutual Funds?
Explore the efficient market hypothesis, factor-based investing, and proven strategies like value, momentum, quality, and size for long-term returns. Learn how to diversify and reduce risk effectively.
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Smart Things You Can Do To Meet Your Financial Goals: Part 2
Achieving financial goals can become difficult when your savings fall short.
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Smart Things You Can Do To Meet Your Financial Goals: Part 1
The most important thing, of course, is to choose the right goals, goals that continue to be important to you as time passes.
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Financial Planning for Young Investors: A Practical Framework Through Shikhar’s Journey
Shikhar, 24, represents a fairly typical urban Indian starting his professional journey – but with one important distinction: he understands the value of starting early.
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Financial Planning for Life Goals: Turning Aspirations Into Action
Most people spend years earning, saving, and investing without clearly defining what they actually want from life.
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Why High Investment Return Expectations Can Hurt Your Investing Success
Most investors have high investment return expectations from the stock market.
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Asset Allocation Strategy: How to Use Your Investable Surplus Effectively
Every investor generates a monthly or lump sum investable surplus. The challenge is not just investing it—but allocating it correctly to meet both short-term commitments and long-term goals.
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Know what you need and want in your life and plan for it
Discover how to achieve life goals with MoneyWorks4Me's financial planning tool. Plan investments for retirement, children's education, and more with easy SIP calculations.
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Hidden Costs of Mutual Funds: What Investors Must Avoid
Hidden costs of mutual funds are one of the most overlooked factors affecting long-term investment returns.