Blogs

Retirement planning: The new role of the balanced funds

Given the current market scenario, more people are inclining towards the balanced funds. The features of the balanced funds make this type of investment a suitable option for meeting specific financial goals like one’s retirement. Some of such key features of the balanced funds include: To combine and facilitate the scope of income and growth…

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The long-term investment: Equity mutual funds versus debt funds

Investing in the right type of fund, at the right time and for the right duration is important for earning good returns on each investment. Even a high return earning fund may fall short if invested for a wrong duration of time. This basic notion stands true when it comes to equity and debt funds.…

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Direct plan and investment knowledge

Investment is no longer a far-fetched idea. Though more people are trying their hands at investments, many tend to overlook the small but most significant details about certain investment plans and suffer great losses at the end because of their ignorance. The direct plan is one of such investment concept that demands thorough knowledge on…

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SIPs: The potential of large-caps, mid-caps and small-caps funds

Large-cap funds are the investment made in the supposedly safe companies who are listed in the list of the top 100 companies in the market and at the same time are counted among the leaders in their respective zones. Mid-cap funds are the investments made in medium-scale companies, who earn revenues but are comparatively smaller…

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PPF and Your Retirement Planning

Public Provident Fund (PPF) is one of the most preferred and potent investment tools among the people but can PPF be good for retirement planning? Find out what makes it a good investment for your retirement. Reasons that deem PPF good for retirement planning: Safe option: The PPF is a safe option of investment owing…

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Financial advisor and the task of retirement planning

A financial advisor helps an investor to develop a strong retirement plan that will help them to meet their long-term financial goals and have a financially secured life post-retirement. The primary task of any financial advisor is to evaluate an investor’s investment portfolio, analyse their current investments and conclude if it’s going to be effective…

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Higher Bond Yields and the Equity Funds

The past few months have witnessed a sharp rise in the bond yields. The bond yields have considerably gained over 60 points and touched 7.73% levels since April 2018.The hike in oil price, the rate of inflation and fiscal deficit explain the increase in the bond yields in the current market scenario. What determines the…

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THE LONG-TERM PERKS OF SIPs

We live in a time, where the fixed deposits and the recurring deposits do not appeal to us anymore and the much appealing stock market venture seems alarmingly risky. During such a tricky market situation investing in any scheme seems risky to the investors, this is where the benefit of SIPs comes under the spotlight.…

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The stock market and the balanced advantage mutual fund

A balanced advantage mutual fund is a type of fund that uses the fluctuating stock market in its favour by using potent arbitrage tactics. The balanced advantage mutual fund aims at earning risk-adjusted returns through the constant adjustment of equity allocation. Why balanced advantage mutual funds are favourable now? The hike in crude oil prices,…

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The mutual funds and its immunity against the LTCG Tax

Capital gain tax is that tax which is imposed on the gains that the investors make by selling their capital assets. Over the years equities have resulted in a significant increase in the wealth creation but it has always had a preferential tax treatment. The government re-introduced the LTCG tax to align this unbalanced treatment…

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. Wealth Redefine is a AMFI registered Mutual Fund distributor – ARN - 85350

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