Mutual Funds | Enrichwise

May 15, 2022 Financial Planning, Investment Planning Kapil Jain

How can I invest in a mutual fund in the name of my minor child?

How can I invest in a mutual fund in the name of my minor child? If you are a parent or going to be a parent, then it is obvious that you want your kids to have the best of everything. So, you need to plan for your child’s education if you want your kids […]

May 1, 2022 Financial Planning, Stocks, Mutual Funds, Etf's etc Kapil Jain

What is Transmission of Mutual Funds? How Can You Claim Mutual Fund Units After Death of the Holder?

How Can You Claim Mutual Fund Units After Death of the Holder? Most of us invest in mutual funds or other investment options to achieve our individual and family member’s life goals. But do you know the process that your loved ones have to carry out to avail mutual fund investment after you die? After […]

April 23, 2022 Financial Planning, Investment Planning Kapil Jain

How Mutual Fund Investment Can Help You During Emergencies? What is Loan against Mutual Funds?

How Mutual Fund Investment Can Help You During Emergencies Preparing for emergencies is the first step in any financial plan. Having a certain amount of money parked in a savings account or liquid fund can help to tide over difficult scenarios. However, sometimes, the emergency fund may not be enough. And, you might have to […]

April 1, 2022 Investment Planning, Stocks, Mutual Funds, Etf's etc Kapil Jain

How your Equity Investments are like Chinese Bamboo Trees?

Equity Investments are just like growing Chinese bamboo. Both require lot of patience and time to grow. Unlike other trees, growing Chinese bamboo requires lots of time and more of passion. It takes a long 5 years and 3 months (almost 63 months) for Chinese bamboo to grow to the height of 80 feet. So, what’s […]

March 24, 2022 Financial Planning, Financial Services, Investment Planning Kapil Jain

What is Loan against Mutual Funds? How you can Borrow? In a Nutshell

March 1, 2022 Financial Planning, Stocks, Mutual Funds, Etf's etc Kapil Jain

What are Target maturity funds?

Want inflation-beating predictable returns? Check out Target Maturity Funds Are you looking for a mutual fund that gives you predictable returns without stock market investments? You may look at target maturity funds. Target maturity fund is a type of debt mutual fund that invests in high-quality bonds that mature within four to seven years. […]

December 21, 2013 Stocks, Mutual Funds, Etf's etc admin

Investors can take advantage of Investing in Double Indexation FMP's

Fixed Maturity Plans are closed ended funds and are available as NFO’s. They are open for very short periods of time (generally 4 – 5 days). FMP’s are ideal tax saving vehicles and suited for investors in the highest tax brackets, who are conservative, looking to park lump sum funds for about 1-2 years, in return […]

September 5, 2013 Stocks, Mutual Funds, Etf's etc admin

Guidelines – Mutual Fund investments in the name of a minor

One can invest in a mutual fund scheme on behalf of a minor. In fact, many funds have plans exclusively targeted at investments for minors. Here are the details. What are the guidelines regarding investments in the name of a minor? The minor should be the first and the sole holder in an account. That is, […]

June 4, 2013 Stocks, Mutual Funds, Etf's etc, Tax Planning admin

Increase in Dividend Distribution Tax from June 01 2013 in Debt Mutual Funds – Impact

. In the FY14 Budget the Finance Minister has proposed to increase the Dividend Distribution Tax (DDT) on Debt Mutual Funds (other than liquid and money market funds on which the DDT was already 25%) from 12.5% to 25% (plus surcharge and cess) for individuals and HUFs. The hike is proposed to provide uniform taxation for […]

May 17, 2013 Stocks, Mutual Funds, Etf's etc admin

Best and Worst Mutual Fund performance ~ Past 3 years

Best and Worst Mutual Fund performance ~ Past 3 years ~ Source : Moneylife

Tag Archives: Mutual Funds