TAX PLANNING
You may NOT need a PPF account
The Public Provident Fund is far from being the ubiquitous tax-saving instrument. Here’s a look at how to make it work for you.
ADVISER
LIC-agent turned fee-only RIA
Nagpur-based Registered Investment Adviser Swapnil Kendhe talks about his journey from LIC agent to becoming fee-only RIA.
MUTUAL FUNDS
The best performing funds of 2018
Here’s a look at the best equity funds of 2018. Do note, this is just a listing and NOT a recommendation. We looked at the Growth schemes (not dividend) of Regular plans (not direct) of open-ended (not close-ended) equity funds.
TAX PLANNING
Analyst rated funds
An Equity Linked Savings Scheme, or ELSS, is a diversified equity fund that offers a tax benefit under Section 80C of the Income Tax Act. Morningstar's fund analysts looked at these tax-saving funds in 2018.
INSURANCE
5 best term plans
By looking at four parameters, we come up with the best term plans in the Indian insurance market.
MUTUAL FUNDS
What must debt fund investors do?
Debt funds have a strategic place in a portfolio and offer a distinct advantage and appeal, but investors were apparently not too tuned in to their idiosyncratic risks. It appears that that mindset has changed as they debate the “debt funds are safe” rhetoric.
PERSONAL FINANCE
SIPs work
In this brief post, we use numbers to drive home the point that systematic investing does work. So don’t dump your SIPs when there is turbulence in the market.