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Blog

19
Dec
Mutual Funds
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The midas touch for your portfolio

Add the midas touch to your portfolio 🌟 As the founder of Moneymati, I’ve seen firsthand how a well-structured asset allocation strategy can be the game-changer in building wealth. It’s not just about chasing returns—it’s about balancing growth, stability, and risk. A 50 debt and 50 equity asset allocation is subject to higher volatility as […]
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6
Dec
Insurance
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Problems with ULIPs in India

Unit Linked Insurance Plans (ULIPs) have historically faced criticism due to several issues that made them less appealing to investors. Here’s a breakdown of the primary concerns and whether they’ve been addressed: 1. Low Return on Investment (ROI) The Problem: Early ULIPs often delivered suboptimal returns due to high charges eating into the investment corpus. […]
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5
Dec
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Regular vs. Direct Mutual Funds: Which one to choose?

I recently had the privilege of addressing IRAS Officers at the Indian Railways Institute of Financial Management (IRIFM) during an Investor Awareness Program. It was an interactive and insightful session covering key aspects of investing, such as: Principles of investing: risk, return, inflation, and power of compounding. Asset classes, asset allocation, and categories of mutual […]
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24
Nov
Mutual Funds
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Systematic Withdrawal Plan: A smart way to your pension

Understanding Systematic Withdrawal Plans (SWP) for Long-Term Financial Stability Systematic Withdrawal Plans (SWP) are an excellent tool for investors seeking regular income from their investments without completely liquidating their holdings. In this blog, we’ll explore how an SWP works, illustrate its benefits using a practical scenario, and understand its tax implications, especially when applied to […]
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