History of an Investment & Investment Strategies
What is an investment?
Investment, as the dictionary defines it, is something that is purchased with money that is expected to produce income or profit.
Your education can also be called an investment and many times, it does help you earn a higher income.
There are three types of investments: ownership, lending and cash equivalents.
Investments can also be categorised based on how it is managed as Active Investment & Passive Investment
What is ‘Active management‘
Active management is the use of a human element, such as a single manager, co-managers or a team of managers, to actively manage a fund’s portfolio.… Read the rest
Why one should start Financial Planning?
To support
Financial Education Week (FEW) is an independent, not-for-profit national initiative, jointly set up by Association of International Wealth Management of India (AIWMI) & National Institute of Securities Markets (NISM) to promote the importance of financial literacy, from 22nd January to 26th January I am Starting series on Financial Literacy topics.
… HOW TO COMPETE WITH DIRECT PLANS?
Last week we have read an article titled “HOW TO COMPETE WITH MANUFACTURERS ON THEIR OWN PRODUCT? Part – 1″
I would like to elaborate on the topic as part – 2 and show if IFA thinks, then nothing is impossible. You just have to think out of the box. If you really want a solution then read till the last line and think over it.
… Read the restHOW TO COMPETE WITH MANUFACTURERS ON THEIR OWN PRODUCT?
Nowadays on social media, a big debating is going on that Is in concerned with an article published in a business paper. I am not supporting that publication but I would definitely like to Spotlight on another side of the coin..
If you see another side of the coin is that our main frustrating topic is Direct Plans. Direct plans are cheaper by .8 to 1.25% so the Direct Plan would be a better performer than Regular Plans.… Read the rest
Why we can’t generate long term investors?
Equity MF holding period under 2 years for 50% investors news from business standard Mumbai Mar 17, 2015 10:45 PM
When I ask people to invest in Mutual Funds, the immediate response that I listen was “Equity Market is Risky and they are not interested for Investing in #EquityMarket”. “Equity? I have never said anything about Equity Market?” It’s all good marketing of course.… Read the rest
Why Market is not getting corrected.
The proverb from Gujarati is most appropriate for present market scenario.
The main reason behind the market not getting corrected is the liquidity. Main participant in the market is MF and MF is having #SIP Book of ₹ 5500 crs monthly which is to be invested in the market every month. Thus Liquidity in MF is root cause for the market not getting corrected and other fundamentals of the market is not supporting the market to grow up more.
Thought of the Day
Success Mantra
To be a successful financial advisor you should have your own mechanism which is not available in DirectPlans or with any other Distributors.
If you want to start charging clients then think on which bases they should pay you for that which is freely available in DirectPlans also.
Shailesh Sampat
Silent Killer of your Retirement Corpus
Inflation is the silent killer of your Retirement corpus.
Your Salary Will Not Rise After Your Retirement BUT Inflation Will ALWAYS Rise.
Expanses of 50,000 at your Retirement Age will be 1,90,000 after 20 Years, which means Purchasing Power of your 50,000 will be reduced drastically.
Suppose you are getting Retired now and you have monthly expenses of 50,000 and you have started getting 50,000 fixed from any fixed annuity plan what will happens after some period.… Read the rest
MF Distributor’s Feedback on RIA’s Consultation Paper
After changing “Name of entity / person / intermediary/ Organization*”and “Advisor Name” with your name and “ARN-xxxxxx” with your ARN No.
Email this draft to:
sebiria@sebi.gov.in
Before 4th Nov. 2016
Email SUB: Feedback on RIA’s Consultation Paper
Dear sir \ Madam
I have gone through your RIA Consultation Paper and found The objective of the consultation paper is to specify uniform standards across all the intermediaries/persons engaged in providing investment advisory services irrespective of whether such activity is incidental to their primary activity or not and to address the gaps or overlaps in legal or regulatory standards.… Read the rest
Investor Feedback on RIA’s Consultation Paper
After changing “Name of entity / person / intermediary/ Organization*”and “Investors Name” with your name.
Copy and Email this draft to:
sebiria@sebi.gov.in
Before 4th Nov. 2016
Email SUB: Feedback on RIA’s Consultation Paper
Dear sir \ Madam
I have gone through your RIA Consultation Paper and found it is the best move to protect the Investor’s interest as an investor I have noticed, even though every aspect is kept in mind to protect investor, something is left which may hurts and not good from Investor’s angle which I want to highlight and hope that it will be implemented in the final draft of the paper
By referring point No.… Read the rest
Recent Comments