Mutual Funds

Changes in NRI Bank Accounts & Investments

bank change after nri status, banking & investment changes, NRI bank Account changes, nri status change, nri status change procedure, ow to change bank for nris

It is a big confusion, on the changes in NRI bank accounts in Investments especially in Mutual Funds. Let us try to solve this by reasoning for the cases. It is sure that when a person is working outside India, he will undergo changes in status. These changes must be reflected in investments so thatRead More

How to Read Mutual Fund Fact Sheet?

by Madhupam Krishna

Abolition of entry load, Additional Purchase, AUM, benchmark, Beta, enatry load, exit load, Fact Sheet Terms, fund manager, How to read mutual fund fact sheet, macualay duration, modified duration, Mutual fund terms, NAV, portfolio turnover ratio, reading mf fact sheet, risk free return, sharpe ratio, SIP, Standard Deviation, TER, total expense ratio, tracking error, Understanding mutual fund fact sheet, what is a mutual fund fact sheet, Yield to Maturity, YTM

When you want to invest in Mutual Fund Schemes with any fund house, it’s important to know as much as possible about the fund house, about the schemes, about the fund manager who will be investing your money, etc. Factsheet entails these and many such details desired by the investor or advisor. One should knowRead More

How to Transact Mutual Funds in DEMAT Form?

by Madhupam Krishna

can mutual funds be held in demat form, holding mutual funds in demat form, how to redeem mutual funds in demat form, how to sell mutual funds in demat form, how to transfer mutual fund units to demat account, how to transfer mutual funds to demat account, ISIN, ISIN Number, mf units in demat, mf units in demat form, mutual fund folio vs demat, mutual fund in demat, mutual fund units in demat form, mutual funds held in demat form, mutual funds in demat account pros & cons, mutual funds in demat form, mutual funds in demat form pros & cons, should you hold mutual funds in demat form, what is demat format in mutual funds

Can you buy Mutual Funds in DEMAT form? The answer is yes. It is not mandatory. In fact, more than 96% of units are in physical form (Non-Demat). But yes, the facility to buy, sell & hold mutual fund units is available. Let us see how this can be done. Also we will check theRead More

Liquid Funds Just Got a Makeover!

by Madhupam Krishna

best liquid fund, best liquid fund to invest, how to invest in liquid fund, liquid funds, money market funds, overnight fund

You must be hearing or receiving emails that Liquid Funds with change w.e.f 20 Oct 2019. In this post let me tell you what is a liquid fund. We will also know a new category called the Overnight Fund. Also, liquid funds are not going anywhere, they will stay with some new features. Let’s checkRead More

ELSS Meaning, Features & Reasons to Invest

by Madhupam Krishna

best elss 2019, best elss2020, best fund in elss, elss investment, ELSS meanig, elss mutual fund, what is elss, what is elss funds, what is elss sip, why elss

If you ask any financial advisor or planner including us, about Tax Saving financial products, the chances are very high that you will be recommended an Equity Linked Savings Scheme (ELSS). There are several reasons for advisors and investors to opt for ELSS over other similar Tax Saving financial products. Let us understand the ELSSRead More

Changing Name in Mutual Fund Investments

by Madhupam Krishna

changing name after marriage, Changing Name in Mutual Funds, how to change my child name in investments, how to change my name after divorce, how to change my name after marriage, how to change my name in mutual fund investment, how to change my name in mutual funds, name change in mf investments, Name Change in MFs, NAME CHANGE Investments, name change mutual funds, name change procedure

A change in name in Mutual Fund investments is a matter which you may face for various reasons. But Mutual Fund Company knows you by few details like Name, PAN, Aadhar, Signature, etc. Name is your primary introduction. But suppose you undergo a change in your name, how will mutual fund change your name inRead More