Investment

Breaking Down Debt Mutual Funds

Investment
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Debt mutual funds are those that invest in fixed income instruments – such as corporate and government bonds, overnight securities, corporate debt securities, money market instruments etc. These funds are ideal for investors who are averse to risk and seek to generate regular income. Debt funds are a good tool to use if you want steady income with low volatility and higher than bank returns. They also come with greater tax-efficiency than these products. We’ll address the advantages of debt funds and compare them with similar products in another article. Let’s look at how SEBI has categorized debt funds. Overnight Funds These funds invest in overnight securities having a maturity of 1 day. They are the least risky of all debt fund categories, and this low risk comes with low returns. How these funds work is that at the beginning of each day, the AUM is invested in overnight securities,
Financial Planning

7 bonus ideas you need in your life!

Financial Planning
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It’s the end of another financial year, and many of you will be receiving your annual performance bonus. Exciting time, isn’t it? I bet you’ve got fantastic plans of how to splurge it. I’ve got them too, with a little boring, but necessary checklist I thought I should share. I hope that maybe it helps you too. Without further ado, here’s 7 bonus ideas you need in your life. Pay off debt:Credit card bills, student loans, vehicle or home loans, you could have any of these. It might be a good idea to pay these bills and also set aside some money for any future loans you may be considering. This will minimise the principal amount you owe and you can save on hefty interest payments. Add to your retirement fund:Your retirement may be a long way off, but no one tells you it’s one of the first goals you
Mutual Funds

5 Reasons you need a Financial Advisor

Mutual Funds
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Health is wealth. Good health is not just the absence of any illness, but complete physical and mental wellness of an individual. In today’s world, stress affects both physical and mental health – and one contributor to stress is the state an individual’s finances. We all have financial goals we want to reach, and savings just don’t cut it. It’s important to invest. While we invest, how do we know we’re doing the right thing for our goals? Here’s where your financial doctor, or advisor, comes into the picture. Just like you need a doctor for your physical or mental health, you need one for your finances too. So, how can your financial doctor help you? Understand your financial health –Your financial advisor will work with you to assess your current financial health – your assets, liabilities, income and expenses. He/she will also consider any expected future obligations (insurance, taxes,

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