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Mutual Funds – How to discontinue a mutual fund SIP
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
No CommentsThe mutual fund and the bank through which the funds for the periodic investment are being provided, have to be intimated about the decision to discontinue the SIP. A systematic investment plan (SIP) is a commitment to invest for a defined period in a selected mutual fund scheme. This decision may require a review based
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Mutual Funds – Should you buy gold savings funds or restrict yourself to gold ETFs?
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
All gold savings funds have underperformed the ETFs in their portfolios in the past three months. Gold ETFs are a good investment option but you need to have a demat account and a trading account to buy them. If you want to avoid these hassles, you can invest in gold savings funds. These are fund
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Mutual Funds – SIPs Stand the Test of Time, Beat Sensex in 5-year Race
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
Investing in mutual fund equity schemes through systematic investment plans (SIPs) has yielded better returns for investors than lump-sum unit purchases in these products. Buying equity scheme units through SIPs, which involves pre-determined periodic purchases of units over a period of time, every month in the past five years has fetched 10% to 18% annualised
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Mutual Funds – Options galore, but a monthly SIP’s best
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
Based on your financial requirements, you have Flexi, Trigger and Pause; there are others that fit into daily and weekly slot as well After a lot of coaxing from a friend, Medha Sharma, a software professional, finally decided to get cracking and start investing in mutual funds via the systematic investment plan (SIP) route. However,
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Mutual Funds – Renewal of SIP – Why , When and How ?
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
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Mutual Funds – Sebi sets terms for advisors
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
The much-awaited regulations from the Securities and Exchange Board of India (Sebi) specifying various requirements for a person or corporate body to act as investment advisor are finally out. According to the Gazette of India notification released on Monday, the Sebi Investment Advisors 2013 brings into play requirements related to qualification, certification, capital adequacy, period
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Mutual Funds – Transmitting MFs without nominees: Things to know
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
Transmission is the process of transferring units held in a mutual fund folio to the authorised recipient or nominee in the event of the death of the unit holder. If the mutual fund folio is held jointly, the units are transmitted to the second holder in case the first holder dies. However, if there is
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Mutual Funds – Expect continued investor interest in bond funds
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
Interview with MD and head of asset management in India, Deutsche Asset and Wealth Management As markets grapple with uncertainty and slowly come to terms with the possible winding down of quantitative easing by the US Federal Reserve, Suresh Soni, managing director and head of asset management in India at Deutsche Asset and Wealth Management
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Mutual Funds – MF investments: What to do when there is a change of karta in an Hindu Undivided Family
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
In the case of mutual fund investments of a Hindu Undivided Family (HUF), if the karta dies, the individual who takes over needs to submit the following documents to the fund house or its registrar and transfer agent. Request letter A letter requesting a change of karta needs to be sent to the concerned asset
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Mutual Funds – Our delivery model is going to be online, mobile app-based: Rajiv Bajaj
- July 13, 2018
- Posted by: admin
- Category: Uncategorized
Interview with Vice-chairman & managing director, Bajaj Capital Investors’ preferences have undergone a change after the global financial crisis and they now prefer debt to equity, says Bajaj Capital’s vice-chairman and managing director, Rajiv Bajaj. In an interview with Vrishti Beniwal, he says real estate mutual funds are going to give a boost to investments, and gold