When you buy mutual fund units, you can choose between getting your units in a statement of account (SOA) or in your demat account. Both forms are digitized; there are no paper certificates. But the demat units are held in your demat account with your depository participant (DP). Which one should you go for? Buying

A portfolio holds assets that earn different rates of return. Over time, the percentage of assets change, skewing allocation and risk, which triggers the need to rebalance Building a portfolio to meet your goals is just half the job done. You also have to monitor and adjust it to keep it aligned to your needs.

With rising inflation, mutual funds score over post office senior citizen saving scheme (POSS) and fixed deposits for investments in a retirement plan In India, social security support on retirement funding or provision of pension is very limited or non-existential. The government supports senior citizens by providing additional facilities, rebates and exemptions. But beyond that,

If you were stumped to read that you will now be paying goods and services tax (GST) on your mutual fund exit load, you are not alone. The frequently asked questions (FAQs) issued by the Central Board of Indirect Taxes and Customs (CBIC) reveals the impact of GST on some financial services. The FAQs explain tax implication