Mutual Funds is an excellent avenue for investment that is regulated by “The Securities and Exchange Board of India (SEBI)”. To put forth the concept of Mutual Funds in a Layman language - “Mutual Funds is an investment avenue, where people can invest in Companies (Equities),...

SIP (Systematic investment plan) and lumpsum are two modes of investment in mutual funds. An SIP investment can be made at fixed intervals of time which is daily, weekly, monthly, or quarterly in the mutual fund of your choice. With an SIP, you do not need to time the market a...

The story of ESG investing began in January 2004 when UN took initiative to find ways to integrate ESG into capital markets with the support of the International Finance Corporation (IFC) and the Swiss Government. In India, it began in 1988, where companies were required to re...

Investors are on the lookout for investment avenues that help them grow their money and achieve their financial goals. Mutual Fund investments simplify the process of investing by taking out the hassle of stock selection for beginners by allowing them to invest in a pool of st...

One of the easiest ways to begin your journey as an investor is to invest in a mutual fund. The concept of a Mutual fund is simple. It has just 5 steps as detailed below: Step 1: A mutual fund pools money from investors who wish to grow their money to fulfill their financial g...

In mutual funds there are two subcategories, which are active funds and passive funds. Active Funds As the name suggests, these funds are actively managed. The fund manager picks stocks as per his choice, i.e. fund manager has more involvement in the decision making. Actively...

We use CAGR when we gauge the mutual funds’ performance. When you gauge the value of your investments, you use XIRR. So if you are doing an SIP every month you will require XIRR to evaluate what money you have made. How to calculate XIRR? To calculate XIRR, you will require th...

It may not be very complicated to determine your financial goal/s – a comfortable retirement, children’s higher education, a new house or a new car, but developing an appropriate asset allocation plan intended to achieve those goals can be. Using online tools like asset alloca...

Risk profiling is deciding on the right mutual funds based on your risk appetite, risk capacity or tolerance. When you begin your mutual fund journey, you find that a solution that has worked for you may not work or be suitable for other investor. This is because your choice i...

The current pandemic has reminded us more than ever the importance of your financial health. Creating a financial goal is the foundation of your mutual fund investment journey and building your financial health. You need to understand the purpose of your investment based on wh...

An SIP (Systematic Investment Plan) is the mode of investing that has several advantages. Find 4 important factors to consider when starting your investment journey: Invest for the long term: Investing through SIPs will enable you to benefit from the power of compounding. Your...

The goal based investment is made as to align the investment of the investors with particular objective and deliver expected returns. The Mutual fund software For Distributors in India provides accurate gain. For more information, visit @-https://www.redvisiontech.com/

Every industry evolves with the time which also lasts impact upon the company working in, as a result of which the changes are adopted as regular practice by the firm. The financial advisors working in the mutual fund business continuously need to implement the latest tools as...

Mutual fund enables you to multiply your wealth through smart investing. Mutual funds investment is simple and rewarding. Invest online in mutual funds with FundsIndia.

Many times advisors think that they are providing satisfactory services to their clients but the scenarios are opposite of it as the advisors are offering something which clients are not looking for. Through a consolidated financial plan advisors can give specific clarificatio...

Lumpsum Calculator computes the maturity amount of a present-day investment. In short words, you can know about the maturity amount prior to your investment.

People have different financial goals and status. Some are wealthy and can afford to invest in schemes with decent returns at the end of the tenure. Others need funds immediately to meet their needs and invest in short-term or mid-term schemes. Since every person has responsib...

The days were gone where initiating investment seems to be a long step process and involve physical presence of the parties as the investor had to visit authorized center for the verification. Due to the dynamic trend in the business technologies no method persists for a longe...

Every investors eagerly wants to know the status of his/her invested funds as whether the portfolio is generating expected gain or not and it’s a obvious thing because the funds are put on risk with a aim to acquire high returns. Gathering gain/loss summary of each investor ma...

Different people have various financial goals and status. Some of them are wealthy and can afford to invest in schemes with returns at the end of the tenure. Others need funds immediately to meet their needs and invest in short-term or mid-term investment schemes. Since every...

First-time mutual fund investors are generally confused about NAV or net asset value of a mutual fund scheme. A lot of investors think that the market price of a mutual fund and NAV are the same, but that’s not true. This is why one must avail investment advisory services from...