What is my attitude towards money ?
From childhood, we have been raised in a certain way, which shapes our opinion and attitude towards money. Some are conservative with money , some are willing to take risks . It is important to know where you stand and therefore invest your money in instruments which reflect your risk profile.
Benefits of goal planning
Goal setting, some of you are already familiar with this term, is an important exercise during the beginning of the appraisal year.
Consequences of asset allocation and time on investment
There are two important factors in determining corpus for any goal. These are time horizon of investment and asset allocation .
Spotlight - Reviewing the parameters of the fund
Parag Parikh Long Term Equity Fund is unique in many ways and is quite interesting as well. PPFAS was established in 2012. PPFAS has only three funds , unlike , many AMC’s. Shri Parag Parikh who pioneered Value Investing is the founder of PPFAS. There are multiple reasons why I find PPFAS quite intriguing and you get a feeling of comfort when investing in their funds.
How are mutual funds taxed ?
Taxation of mutual funds is important for filing of income taxes . There are few things one needs to understand before filing taxes for mutual funds:
