Your Rights as a Financial Planning Client

Working with a financial planner can be an extremely rewarding and valuable experience for you and your family. If you’ve decided to work with a financial planner, it’s important to understand your rights in the professional relationship. By knowing your rights and what to expect from a financial planner, you can take an active role […]

Case study # 200726 – Mutual Fund SIP portfolio

  THE CASE: I have mutual fund SIPs – SBI blue chip rs 5000 From 2 years, Parag parikh rs 5000 From 1 year, Nippon india large cap 3000 From 5 years, Nippon india mid cap 3000 From 3 years, More asset multicap 35 fund 1000 from 2 years. Target 10 years pl suggest any changes. THE SOLUTION: In absence of details like your age, […]

How to improve your credit score

Before a loan is granted to a customer, the bank or financial institution carries out various checks to make sure that the customer will repay the loan along with the interest due. One such determinant when granting a loan is the credit score. This measure indicates the customer’s credit history, with respect to his bank […]

Stock picking is not dead

Passive investing styles have been gaining traction in developed markets and increasing in popularity in India. Anil Ghelani, Head of Passive Investments & Products at DSP Mutual Fund, shares his views on whether ETFs, index funds and smart beta strategies will eclipse active fund management. Do you believe active fund managers are struggling to generate […]

Health insurance for senior citizens

Senior citizens account for nearly 50 per cent of the total deaths (5,598) caused by the novel Corona Virus Disease-related (COVID-19) in India, as on June 2 and as per the Union Health Ministry’s data. The elderly make up just 10 per cent of the country’s population. This apart, individuals with co-morbidities – existing ailments […]