Tutorials | Enrichwise

November 21, 2023 Financial Planning, Stocks, Mutual Funds, Etf's etc, Tutorials Kapil Jain

Explore the World of Mutual Fund Categories: A Deep Dive into Large, Mid, and Small-Cap Funds

Explore the World of Mutual Fund Categories: A Deep Dive into Large, Mid, and Small-Cap Funds This comprehensive guide will demystify the essential categories of mutual funds—large, mid, and small-cap funds—so that you can make informed investment choices tailored to the Indian market. Introduction on Mutual Funds Before we dive into the specifics of these […]

November 26, 2012 Insurance, Tutorials admin

Understand : What is Paid Up Value in your Insurance Policy

. Awareness precedes success Most of the Insurance Policy Holders are unaware of the concept of Surrender Value and Paid Up Value in case of lapse of a policy for any reason. This note with an example will help understand the concept. Guaranteed Surrender Value Under Sec 113 of Insurance Act 1938 if a person […]

October 11, 2012 Stocks, Mutual Funds, Etf's etc, Tutorials admin

How do you compare and evaluate Mutual Fund Performance

. Risk-Adjusted Return is one of the concept investors should be aware when comparing returns of mutual funds. One way of comparing the returns between two different funds is to look at the their relative returns over a period. However, a weakness of this approach is that it does not differentiate between two schemes that […]

September 4, 2012 Financial Planning, Tutorials admin

Procedure for Transmission of Shares, In the Event of Death of the Shareholder

Life is uncertain..But Death is certain Recently, an acquaintance had to undergo the process of transmission of shares when she lost her spouse to an unfortunate mishap. It is good to be aware of the process of transmission as documented by SEBI. I am putting this here for the benefit of our readers. “Transmission” is the terminology used […]

August 27, 2012 Tutorials admin

Investors Guide to the Capital Market & 20 mantras for investing

I came across the document ‘Investors Guide to the Capital Market’ produced by the Ministry of Corporate Affairs under the Aegis of ‘Investor Education and Protection fund’ (IEPF) It contains some 20 generic mantras for investors to follow for successful investing. It would have been nice if the document contained some more depth in terms […]

July 7, 2012 Tax Planning, Tutorials admin

Tax Filing ~ Which ITR (Income Tax Return) forms to file~File Online

Now you can File taxes online using the website : https://incometaxindiaefiling.gov.in/portal/index.jsp. Follow these simple steps for filing online. 1. Register using your PAN. Once you login you can choose the Assessment Year for filing the tax : 2. Use the following ITR forms based on your type/ source of Income. 3. Download the return preparation excel sheet. […]

July 4, 2012 Insurance, Tutorials admin

IRDA Consumer Education website ~ Insurance ~ Educating Customers

Insurance is a sophisticated financial instrument which requires a fairly high level of involvement on the part of the consumer to make it effective. Yet insurance is also a basic requirement that every person should have. This universal need coupled with its complexity makes for a difficult combination since there is a mismatch between the […]

July 3, 2012 Financial Planning, Tutorials admin

Financial Planning Workbook from NISM ~ An Excellent read

The Financial Planning Workbook has been jointly developed by the National Institute of Securities Markets (NISM) and Financial Planning Corporation (India) Pvt. Ltd (FPCIL) to assist candidates in preparing for the non-mandated Certified Personal Financial Advisor (CPFA) Examination. NISM is an educational initiative by SEBI. It covers various Concept of Financial Planning , Managing Investment Risk ,Measuring […]

June 5, 2012 Investment Planning, Tutorials, Valuation admin

Relative Valuation ~ Primer

Relative Valuation is Valuing an asset by comparing with prices of similar assets in market. In relative valuation the value is relative to how the market is pricing comparable firms . There are three basic steps –Identify comparable assets –Standardize – price of the asset or the value of equity –Adjust for differences . Why […]

May 30, 2012 Derivatives, options, Tutorials admin

Options Delta : The Basics

Options Delta is the ratio of the change in the price of the stock option to the change in the price of the underlying stock Delta = instantaneous change in value of asset with respect to an underlying risk factor. Option’s delta changes continuously as underlying risk factor changes Here are some basic characteristics of Options Delta […]

Category: Tutorials