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How to construct an investment portfolio

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Ascertaining your individual financial situation and goals is the first task in constructing a portfolio. Important items to consider are age and how much time you have to grow your investments, as well as amount of capital to invest and … Continue reading

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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