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WHAT IS A DIRECT PLAN?

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One may invest in mutual funds with the help of a financial intermediary i.e., a Mutual Fund distributor/agent in a Regular Plan OR choose to INVEST DIRECTLY i.e., without involving or routing the investment through any distributor/agent in a ‘Direct Plan’. … Continue reading

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Why do RIAs charge fees?

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The financial services industry is a rapidly changing professional environment. As the needs and desires of consumers change, firms engaged in managing money are also evolving. A registered investment advisor (RIA) manages the assets of individuals and institutional investors. He or she … Continue reading

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Changes in PPF and NSC rules for NRIs

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NSC is deemed to be encashed on the day the holder becomes an NRI, while PPF account is deemed to be closed if the status of the account holder changes. With changes in investment rules for select small savings schemes, … Continue reading

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Life is so unpredictable

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Here is a very interesting but heart touching blog by a lady who narrates her hardships in order to get the things in order after the death of her husband in an accident……a lesson to learn. Few things I learned … Continue reading