INVESTING STRATEGY
8 things to note about SWP
The systematic withdrawal plan can work for you and can be an excellent tool for a post retirement cash flow. But you need to understand how to utilize it for your benefit. Here are some brief pointers that will get you on the right track.
MUTUAL FUNDS
5 questions to ask to pick the right equity fund
The first filter in selecting a fund is deciding on the type of fund you would like – value or growth; or even based on the market cap. Once you have arrived at that, it is time to pick the one from the peer set. This should help you arrive at a sound decision.
FUND ANALYSIS
A look at 7 tax-saving funds
These are equity linked savings schemes from seven fund houses that our analysts looked at over the past year. These are diversified equity funds that provide for a tax benefit under Section 80C of the Income Tax Act. The ratings span across Silver, Bronze and Neutral.
LEARN FROM THE MASTERS
How this angel investor became a billionaire
In his 20s, Chris Sacca found himself in debt for a little over $2 million. But his appetite for risk and ability to identify amazing founders led him to be an early-stage investor in hugely successful companies - Uber, Instagram, Twilio, Docker, Stripe, Lookout, Kickstarter, Automattic (maker of WordPress) and Twitter.
RETIREMENT
How to turn your fund into a retirement paycheck
Most investors dedicate a fair amount of time and energy into drawing up a doable plan when saving for retirement. But fail to give adequate thought to the post retirement scenario. Once you have built your investment portfolio, your focus needs to shift on how to best convert your accumulated financial resources into a cash flow.
PERSONAL FINANCE
6 points to build a smart portfolio
A behavioural scientist and two investing experts discussed behavioural issues in Toronto during a panel discussion hosted recently by Morningstar Canada. Over here, the panelists succinctly offered various means that industry participants and individual investors can employ to improve investor outcomes.
ADVISER
Tracking this IFA’s success
Hemant Rustagi saw his assets under advisory scale to Rs 900 crore in 13 years. He talks to us about his journey and how he persisted during ups and downs. A truly inspiring read.
EQUITY
3 tips to be a smart stock picker
When it comes to the subject of wealth, stocks take precedent in any conversation. And many mistakenly assume it to be an exhilarating ride. But if you don't get your basics right, you could lose all your savings. While you cannot control the market, you can control your movements. Keep these 3 points in mind to stay grounded.
INVESTING INSIGHTS
6 investing pointers from Anthony Bolton
Anthony Bolton earned the stellar reputation as Britain’s Warren Buffett when he was head of Fidelity Special Situations Fund in the U.K. With exquisite timing, he stepped down in 2007, at the top of the bull market, and boasted of annualised returns of 19.5% over the 28 years he was at the helm. Here are some investing lessons from him.
FUND RESEARCH
2 Silver funds from ICICI Pru
ICICI Prudential Value Discovery and ICICI Prudential Midcap are both managed by Mrinal Singh. One is a flexi-cap offering and the other falls in the mid/small cap category. Our analyst recently assigned a Silver rating to each of these funds. Here is a brief look at our analyst’s views.
