Dividend is one of the ways you earn from investments. Dividend is a property of Financial Assets. A physical asset like land, farmhouse or gold will never distribute dividends. But like most of the gains, the dividend is also taxed especially. From April 1, 2020, the Taxation on Mutual Fund Dividends has again changed. ThisRead More
Mutual Funds
Meaning of Nomination in MF Investments
The simple meaning of nomination is – identification of a person who will receive asset/investments in case of death of the unitholder. One must always fill it while applying for MF units or making investments in Mutual Funds. A nomination is also an exercise where one must keep it updated in case of any changes.Read More
Should NRI make Investment in Index Funds?
NRIs opting for Index fund or ETF in India is a bad idea. At least the data suggests so. Let’s see in detail & compare both- actively managed funds & passively managed funds or index funds. Investment in Index Funds is still a step away. Let’s study in detail – Why? An index fund isRead More
Should I Stop SIP – Never (Why?)
Should I Stop SIP as markets have corrected? I will start again… a common question in your head and on my email & WhatsApp. I have been trying to stop many of you (clients) & readers to continue SIP in wake of COVID19 or any other market correction. Why? Do I want you to makeRead More
Mutual Fund Investment in Name of Minor Child
SEBI has just changed the rules for Mutual Fund Investment in Name of Minor through a circular on 24 Dec 2019. Yes, the minor child can also invest in mutual funds, by simply fulfilling these guidelines. Here are the details & answers to all questions related to mutual fund investments by a minor. Let’s alsoRead More
What is ESG Investing?
ESG stands for Environment, Social and Governance. These are the 3 main areas representing the pillars of sustainable investment. Many MF companies are either launching a new fund under this category and many are changing old funds to this new style. Let us see ESG Investing meaning & funds in India investing as per ESGRead More