Portfolio Management
Build, manage and rebalance wealth around your financial plan.
48 articles
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Emergency Fund: Why & How much to have? Where to keep it?
An emergency fund is money set aside to cover any unanticipated monetary expense. Such events can be unavoidable and cause stress if you are not prepared.
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Beating inflation is almost guaranteed with Equity!
Equity is the only asset class available for a retail investor for beating inflation. Over the long term, Equity is quite consistent when it comes to beating inflation and generating wealth.
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Market Timing Strategies- Advantages, Disadvantages and Solution
Investors habitually seek a secret formula in investing. Every investor craves a high return without taking on too much volatility risk.
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ESG Investing: New trend on the block
What are the most commonly found violations in ESG? How to identify companies that do not practice ESG? How does MoneyWorks4me assess Management Quality & Governance?
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Averaging Down in Stocks: When It Works and When It Destroys Wealth
Averaging down in stocks is one of the most common behaviours seen among investors, especially during market declines.
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Market Timing vs Long-Term Investing: Which Strategy Creates Better Returns?
Is this strenuous exercise worth it, for a mere 3% extra returns?
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Why invest in Gold, how much and where?
Gold occupies a unique position in Indian households.
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Asset Allocation Strategy: Why It Works Better Than Other Investment Strategies
Different investors follow different approaches in the market, often believing strongly in their chosen strategy.
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Is Omega Expensive? And other price related questions
Investors often judge advisory services by headline fees. But in investing, cost only makes sense when evaluated alongside structure, incentives, and long-term outcomes.
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Should we expect a positive return every year from Equity?
As year-end approaches, newspaper and media compare returns of every asset like Equity, fixed deposits and gold. What purpose does this comparison serve?
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Risks in investing and the Role of an Advisor
Since childhood we have heard and internalized this saying, “No risk, No gain”. We have learnt that Fixed Deposits in State Bank of India is the safest.
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Why we do not follow Model Portfolio approach
Learn why we avoid model portfolios and how personalized investment strategies based on market conditions can lead to better returns.