Don’t rush to buy or sell aggressively. At best, exit stocks and mutual funds performing badly if there are profits Retail investors would be safer if they don’t get overexcited by the surge in the BSE, or Sensex last week. Not that it is easy to ignore a 800-point a-week spike in the benchmark index.

With Sebi making the transition to dematerialised form compulsory, it isn�t going to be easy. Start now to avoid problems “Dematerialising physical shares can be a horrible experience. It can take anywhere between three months to three years,” warns Kartik Jhaveri, director, Transcend India. He should know. He is presently handling almost 15 such cases.

Year 2014 has been a year of revival India�s equity mutual fund investors. Most of them are back in the black after witnessing wealth erosion for nearly three years. A typical mutual fund (equity) investor has seen 61 per cent (median) rise in the value of her investment in last one year, higher than any

Investing only through lump sum pays off over the very long term and in a consistently rising market; only SIP helps across volatile markets in the short to medium term Sample this: If you had invested a lump sum of Rs 1.20 lakh in 2004 in an index fund mirroring the Sensex, you would be

Mutual funds are going all out to sell their equity-oriented tax savers to investors as the deadline for employees to submit investment proof to companies to avail the tax benefit nears. Fund houses are doling out as much as 6% to distributors to push equity linked savings schemes (ELSS) to clients, sensing that the enhanced

If it is for a prolonged period, check its performance vis-a-vis peers� as well as benchmark and then take a call If your mutual fund scheme is sitting on 20 per cent cash, is it an underperformer? Not necessarily. ICICI Prudential Dynamic Plan has returned 37 per cent in 2014 against its benchmark  Nifty’s  return

One can differentiate good from bad, as both the traits have their own features. Likewise, an individual could make out whether he is doing good or bad in his role as an investor. Here are the five signs that could assure that you are a good investor. Know-Your-Self (KYS): One might have heard of ’Know-your-customer’ process

Investors who are unable to handle asset allocation and rebalancing themselves and are of conservative bent may opt for multi-asset funds It’s unsettling times in the stock market. Rattled retail investors are looking at ways to remain invested without adding on risks. Yet others are too lazy to track the market and act accordingly. Both

Inflows in child-care schemes of mutual funds this year have ground to a halt after seeing sizeable inflows in calendar year 2014. Experts believe some investors may have stopped their monthly investments as the market has been considerably volatile. There are nine child plans in the market. Five are debt-oriented. These funds are generally conservative

One of the prerequisites of investing in mutual funds includes complying with the know your customer (KYC) norms. Whenever there is a change in any of the KYC details—address, name and status—which have already been furnished with the KRA, these changes need to be carried out in order to ensure that the details are updated