Mutual Funds

Retirement Planning

Retirement Planning – Importance, Benefits and How to Plan?

Retirement Planning Introduction Retirement planning is an essential part of financial planning. An increase in average life expectancy increases the need for retirement planning. Planning  for retirement not only ensures an additional source of income but also helps in dealing...

best pension plan

Best Pension Plan in India to Invest in 2020

best pension plan Introduction Life comes with no guarantee. We live in a completely unpredictable world where we have no clue about the future. With increasing life expectancy it becomes of utmost importance to plan your retirement now and secure...

best child plan

What is a child plan? Importance, Benefits and Steps to invest

best child plan Introduction Parents want to give their child the best living, the best education and the best health care. But taking care of a child requires parents to have deep pockets. Hence, it is always better for parents...

ultra short term funds

Ultra Short Term funds – Meaning, things to remember and others

ultra short term funds Introduction Ultra short term funds are open ended debt funds. According to SEBI, the fund's portfolio should have securities with a maturity of 3 to 6 months. These funds have sufficient liquidity and best suit investors...

Banking and PSU Funds

Banking and PSU Fund- Meaning, Features, Benefits

Banking and PSU Funds Introduction Introduced by SEBI, Banking and PSU fund is a kind of open-ended debt funds. As the name suggests these funds are primarily invested in debt instruments of Banks and Private Sector Undertakings. Though these funds...

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    Aggressive Hybrid Funds

    Aggressive hybrid funds- Meaning, things to remember and others

    Aggressive Hybrid Funds Introduction Aggressive hybrid funds are a type of hybrid mutual fund scheme. They majorly invest in equity and equity related instruments. The debt allocation for these funds is between 20-35% of their assets. With such a portfolio,...

    wealth creation

    Wealth Creation – Meaning, Importance and Investment Plans

    wealth creation What is wealth creation? Wealth creation is the process of investing in different asset classes where the investments will help in fulfilling  key needs. These investments should also be self-contained that can generate a stable source of income,...

    conservative hybrid funds

    Conservative Hybrid Funds- Meaning, Benefits, and Limitations

    conservative hybrid funds Introduction Conservative hybrid funds are a type of open-ended hybrid mutual funds. They majorly invest in debt and fixed income securities. Their returns tend to fluctuate a little in line with the market movements. Since they follow...

    Personal Finance & Investment Insights

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