Its after long that I restarted work on the blog. I have pasted the tax rules for the financial year 2010. I have received it from principal mutual fund.
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...
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
Election time has come and investors are today clueless whether to enter or stay away from investing into a ny asset class. In fact this time unlike analyst expectations, I feel either the Congress or the BJP will lead formation of the government with their own respective coalitions but it’s ideal to wait till declaration of results to take any action on direct equity front. Other asset classes / investment vehicles can though be looked at. Since last two weeks Indian market has seen a rally of sort. The Indian benchmark index SENSEX, climbed 38 percent since falling to its lowest level this year on March 9. The present rally might not be very much sustainable and there can be a downturn in the short term. I feel the markets have moved up from around 8500 level to 11k levels very fast without much change in the fundamentals. This probably happened because of positive sentiments globally that much pain is over and the return of the risk appetite to eme rging markets. This can also be...
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