Mutual Funds

Mutual Fund Transmission

Mutual Fund Transmission

The Hidden Struggles of Mutual Fund Transmission

Subramanian
The Shock and the Start In January 2025, a woman suddenly lost her husband. Grief aside, she was soon faced with the daunting challenge of claiming her late husband’s mutual fund investments—worth approximately ₹50 lakhs.
True Cost of Owning a Car

True Cost of Owning a Car

The True Cost of Owning a Car: A Breakdown of Taxes Paid to the Government

Subramanian
Owning a car in India is often seen as a milestone of financial independence and convenience. But have you ever paused to consider how much of the money you spend on your car actually goes to the government in the form of taxes?
August 2024 - Market Trends in Mutual Funds

August 2024 - Market Trends in Mutual Funds

Trending patterns in flow of money in Mutual Funds in last 12 months

Subramanian
AMFI has released the data related to inflow/outflow of funds in various schemes. This article intends to share some insights on this data and you will find it useful to take decisions based on these inputs.
Manufacturing - Theme - Mutual Fund

Manufacturing - Theme - Mutual Fund

Is this the new theme that will propel our returns ?

Subramanian
A manufacturing theme mutual fund invests primarily in companies within the manufacturing sector, such as those involved in industrial production, machinery, and raw materials processing.
Navigating PPF Extension

Navigating PPF Extension

Navigating PPF Extension : A Tale of Banking Challenges and Client Empowerment

Subramanian
One of my clients initiated their PPF account with a public sector bank approximately 14 years ago. Recently, when they approached the bank for guidance on the next steps, they were informed that the only option was to withdraw the amount and initiate a new PPF account with the same bank.
Back to Basics - Mutual Funds

Back to Basics - Mutual Funds

Selection criteria for Mutual Funds

Subramanian
Mutual fund industry has crossed 50 lakh crore mark in January 2024. While it’s common for investors to primarily focus on short-term returns when selecting mutual funds, it’s essential to consider various other factors that play crucial roles in investment decisions.
Can we reach our goal quicker ?

Can we reach our goal quicker ?

Accelerate our investment towards our goals

Subramanian
Increasing your investment periodically can expedite goal achievement. Various methods exist to accelerate investment progress, such as opting for riskier ventures.
2023-24 - Performance and Flow of Money

2023-24 - Performance and Flow of Money

Performance and Flow of money in Mutual Funds for FY 2023-24

Subramanian
In the dynamic landscape of equity investments, the allure of high returns can often tempt investors towards greed-driven decisions, potentially jeopardizing their financial stability in the long run.