Today, I will share with you a very simple way of tracking your mutual funds and stock portfolio in google sheets. A lot of investors keep it simple and track their stocks and mutual funds portfolio in either a google sheet or excel sheet on their laptop. If you are someone who likes to keep […]

Most mutual fund investors get lost in the world of various equity fund categories like Large cap, Flexi-cap, midcap, small-cap, focused funds, multi-cap, and whatnot. Do investors keep wondering which category will provide the best returns over the long term? And in real life I have also seen most of the investors out of their […]

Today I will tell you about foreclosed properties and how you can buy them for lower than the market price. What is the meaning of Foreclosed Property? Many times, banks seize the properties when their owners fail to pay their EMI payments for a long time. These properties are called “foreclosed properties” and banks put them […]

Online scams are on a rise in India for the last 5-6 yrs as the UPI and online transactions have increased over time. Recently a guy I know told me that he accidentally lost Rs 56,000 in online fraud. He wanted to go on a tour and when he searched online, he came across a […]

A lot of investors are quite worried that they do not get same-day NAV when they invest in mutual funds? There are days when markets are down by 1%, 2%, or even 3-4%, and it’s a great opportunity to invest in equities at lower NAV!.. However due to the recent changes by SEBI, Now the […]

Here is a real-life sharing from one of our clients on personal finance lessons she learned after she suddenly lost her husband. We asked her to jot down her journey for the benefit of other investors and we thank her that she agreed. Over to Jyoti Iyer .. — Hi Everyone, I am here to […]

The Networth formula is quite simple Networth = Assets – Liabilities So, if you have assets of Rs. 2 crores and your liabilities are 50 lacs, your net worth is Rs 1.5 crores. We have always been taught to calculate networth this way and there is nothing wrong with that, however, it’s a very simplified […]

A lot of people think that paying health insurance premiums is a waste of money. After all, why pay the premiums for years and years, and what if nothing happens? After all, our grandparents never had any health insurance and they are in perfect health. Why pay for something which is an imaginary risk?  These […]

The FIRE (financial independence/retire early) movement has got quite famous for the last couple of years in India. Every investor I meet these days wants to achieve FIRE asap. I would like to discuss some important points related to FIRE movement and types of FIRE today with you all. What is FIRE? FIRE or Financial […]

This week, govt launched a long-awaited portal called RBI Retail Direct which allows investors to buy and sell various kinds of govt bonds online. You can directly buy the bonds without any intermediary and without any Demat account. All you need to do is open a Retail Direct Gilt (RDG) account on the website. The […]