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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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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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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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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