Rolling return charts have recently become popular among DIY investors and advisors for mutual fund analysis. However, few ...

The latest Equity Mutual Fund Performance Screener is now available. Use it to screen for equity mutual funds that ...

We live in the golden age of financial access. With a smartphone and a 4G connection, you can buy a piece of India’s top companies or a global index fund ...

A reader asked me to write about work-life balance and how to achieve it. So here goes. In my opinion, it is hard to define ...

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks.

A 35-year-old individual is inquiring whether it is feasible to retire comfortably by age 55 and the steps necessary to ...

In this article, Dhilip Krishna discusses why he became a fixed-fee-only SEBI-registered investment Advisor. He is a member of Fee-only India*. Dhilip can ...

Parag Parikh Financial Advisory Services has filed an NFO document for Parag Parikh Large Cap Fund with SEBI. I was initially reluctant to opine on it, but since we received several requests, I ...

Use this simple spreadsheet to review and audit your goal-based investment portfolios. Over the years, we recognised the need for a tool beyond financial planning and portfolio value/return tracking.

The Pension Fund Regulatory and Development Authority (PFRDA) has recently announced a Multiple Scheme Framework in the National Pension Scheme for all non-government subscribers. In this article, we ...

We all know that if we sell a residential property and purchase another one, no capital gain tax is required to be paid, provided certain conditions are fulfilled (Section 54 of the Income Tax Act, ...

The 4% withdrawal rule for retirement planning assumes excessive equity allocation (50-75%), which makes it impractical. To make this worse, the 4% rule is often misunderstood and misapplied, so it is ...