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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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Forex Trading in India

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India is the second most populous country in the world that is home to one of the largest group of working class people, who have an increased affinity towards investing in the several attractive opportunities available throughout the globe. Forex … Continue reading

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Spiralling education costs can kill your savings

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The fees for class of 2017-19 batch of IIM-Ahmedabad will be Rs. 21 lakh for the two-year MBA course. Laptop computer, personal expenses on boarding, travel, clothes and laundry are extra. https://www.iima.ac.in/web/pgp/apply/domestic/expenses This is 400% higher than what the B-school … 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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What if I live too long

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It is a rare thing to hear of someone who has celebrated their 100th birthday. It is rarer still to meet such a person. But with improving health facilities a day would come soon that there would be more than … Continue reading

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How does a Systematic Withdrawal Plan (SWP) work

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Source: Morningstar A systematic withdrawal plan, or SWP, is a facility that allows an investor to withdraw money from an existing mutual fund at predetermined intervals (a fixed date every month, once every two months, or even quarterly). This generates … 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

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Investing Mistakes To Avoid

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Source: Morningstar I talk with investors almost every day, and over time the same themes emerge and I hear the same mistakes over and over again. So, to help save you from repeating the same mistakes and losing a lot … Continue reading

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New Education

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“The illiterate of 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and re-learn.” – Alvin Toffler 1) It’s high time that we learn about compounding, unlearn about investing in fixed deposits … Continue reading