Technorati Profile

Comments

Post a Comment

Popular posts from this blog

Periodic re-balancing of investments as per asset allocation adds value. #in

Genuine asset re-balance from the swelled portion (profit made) of the asset to debt periodically based on individuals risk profile adds value to the overall portfolio. Lot of people avoid doing re balance stating the requirement to pay short term capital gains or they would state a smaller return. Re-balancing should be the priority in the Investment Portfolio and if done periodically adds value to your portfolio. I found this article pretty interesting. This will add value to our thinking and investments. Read on... Rebalance investments to avoid bad times
Read more

Rupee Appreciation seems to be round the corner. Why / How /when

Factors which can lead the Rupee appreciation ·         Base rate effect to kick in  and the inflation numbers will go down and will be very much within the magic figure of 6 ·          Reversal in interest rate cycle ·          Increase in corporate confidence & profitability ·         FII money flows into the country ·         Hike in NRI deposit rates will also help in money flowing into the country due to arbitrage opportunity ·         Allowing Qualified Foreign Investors (QFI) to invest directly will allow money to move into the country. ·         US economy showing sign of improvement to help local market sentiments. This will again be positive to move in money to India. All these factors can lead the Rupee to appreciate and move away from 53 to below 50. Factors which can hinder the Rupee...
Read more

The World of Portfolio Management Service (PMS)

During the last market correction one of my client came to me and said why don’t you give me a mutual fund, which tries to beat the market by buying when markets go down and selling when its up. Why is it that MFs are not so aggressive?That’s a genuine concern which lot of investors have and to do so one has to actively manage the portfolio of stock, which happens in a portfolio management service. What is a Portfolio Management Service? PMS is a service designed for those customers who due to lack of time or knowledge cannot actively manage their portfolio. The service includes making a portfolio based on the risk appetite, needs, goal, time frame etc and actively managing the portfolio on behalf of the client to reach the specified objective. The investor is constantly informed about the happenings in the portfolio by way of personal interaction and reports. The PMS team will study the economic data, fund/scrip wise performance and research on various data relevant for the performanc...
Read more