When we evaluate stocks to invest, there is an important debate on the approach. What is more important: the stock or the context? Let us understand this question in the form of your approach to looking at a stock. Let us say you are evaluating a mid

Balanced Mutual Funds, as the name suggests, invest in a mix of equity and debt. It is an attempt to get the best of equity and debt as asset classes and to give investors an in-between solution that is not extreme in terms of risk and returns. But t

What do we understand by a stock investor mindset? There are quite a few aspects implicit in this argument. You need to think long term and you need to be patient. Above all, you need to be ready to invest your time before you invest your money. Let

The gist of trading was best captured by the legendary trader, Jesse Livermore. According to Livermore, “In trading there is no bull side and bear side. There is only the right side”. Traders don’t bother about the long term and they are not re

An investment portfolio goes much beyond stocks. It is a combination of stocks, mutual funds, bonds and other assets like gold. Obviously, you cannot just pick up the pen and start filling up the application form for investments. There has to be a me

A systematic investment plan (SIP) is a regular method of investing in mutual funds. Normally, SIPs work best with equity funds and ELSS funds, although you can virtually do SIPs with every possible fund. From an investment perspective, the beauty of

When it comes to your mutual fund investments, there are three distinct things you must understand. The distinction between these three is critical to your portfolio actions. These 3 key ingredients of mutual fund investment are; Portfolio Review, Po

The rate cut by the RBI was never really in question even ahead of the policy announcement. The debate was more about whether the monetary policy committee would adopt a conservative 25 bps cut or go for a more aggressive 50 bps rate cut. The conditi

Equity linked savings schemes (ELSS) has emerged as an important method of tax saving in the last few years, although they have been in existence for a very long time. It is only now that the share of ELSS in the overall equity AUM pie has grown. D

Investing is all about making you money work harder for you. Most people have incomes and they also have expenses. It is out of this income that they need to save for a rainy day and also invest for their secure and fruitful future. On the face of it

When you talk of equities, you normally hear the stories of how stocks like Wipro or Havells have created wealth over the years. For example, an investment of Rs. 1,000 in Wipro in 1980 would be worth nearly Rs.60 crore today. Similarly, and investme

You may actually wonder, what is there to choose between demat accounts? After all, it looks like a plain vanilla account where you can hold your shares. But you must do your homework before opting for your demat account. Here are some factors to con