Author Archive

Evolution of Corporate Governance in India

Corporate governance, listed companies, stake holder, Board of directors, India, companies Act, SEBI, managing, shareholder, family business, SEBi committees
Corporate governance is all about managing a company by balancing the interest of all stake holders and abiding to the laws of the land. For a company, there are many stakeholders. Some of the major stake holders
9 Oct 18 Author CategoryEverything About, Indian Economy No Comment Read More

Unique Document Identification Number (UDIN) and ICAI

UDIN, Unique Document Identification Number, ICAI, CA, Chartered Accountant, Key value,
Unique Document Identification Number (UDIN) is a computer system generated unique number for validating documents certified or attested by a Chartered Account.  Why is Unique Document Identification Number (UDIN) introduced? There have been many complaints that financial
7 Oct 18 Author CategoryBanking News, Regulators & Institutions No Comment Read More

Borrowing Against Mutual Fund Units

Borrowing, loan against, mutual fund, unit, margin, lien, advantage, interest, cost, equity fund, debt fund
Borrowing against Mutual Fund investments is a quick avenue available for mutual fund investors to tide over short term financial crunches.  Lenders extend finance against the value of units on which lien is marked in favour of
30 Aug 18 Author CategoryBank Loans- General, Mutual Fund No Comment Read More

Total Expense Ratio (TER) and Mutual Fund Investment

Total Expense Ratio, TER, mutual fund, investment, total charge, direct plan, distributor channel, commission, SEBI, management fees, marketing costs, transaction costs, distributor commissions
All mutual fund investors must be receiving e-mails from mutual fund houses on Total Expense Ratios (TER). The details are being furnished by the fund houses as directed by Securities and Exchange Board of India (SEBI) in
26 Aug 18 Author CategoryEverything About, Mutual Fund No Comment Read More

Currency War-Causes and Impacts

Currency war, trade war, devaluation, depreciation, exchange rate, export, import, trade gap, Indi, rupee, floating rate, fixed rate
Currency war is all about nations deliberately devaluing their currency. Currency devaluation is different from currency depreciation. The term currency war came in to public attention in India, when Reserve Bank of India (RBI) Governor Mr. Urjit
14 Aug 18 Author CategoryQuick Reference No Comment Read More

Exchange Traded Funds (ETFs) and Fund of Funds (FoF) Schemes- Features and Characteristics

Exchange Traded Fund, Fund of Funds, FOF, ETF, index, underlying asset, Scheme, mutual fund, SEBI, revised, norm, characteristic ,
A Fund of Funds (FoF) scheme invests the investible amount in different mutual fund schemes, instead of individual shares or bonds to ensure better diversification. An Exchange Traded Fund (ETF) is a mutual fund scheme units of
22 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Financial Planning for New Parents

New parent, financial planning, saving, parenthood, child, education, college, insurance, mutual fund, budget, inflation
New parents have a lot of important choices to make in their lives, now that they are a growing family. The most important of these choices is the economic direction that the new family will take. As
22 Jun 18 Author CategoryInvestment Guide No Comment Read More

Large Cap, Mid Cap and Small Cap –Features and Characteristics

Mid Cap, Small Cap, Large Cap, Market capitalization, AMFI, equity fund, Scheme, mutual fund, SEBI, revised, norm, characteristic ,
Mid Cap and Small Cap funds have been in news regularly for the past two years for their better returns over Large Cap funds, and the trend is slowly reversing. Recently, Securities and Exchange Board of India
21 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Hybrid Fund Scheme – Features and Characteristics

Conservative Hybrid Fund, Balanced Hybrid Fund, Aggressive Hybrid Fund, Equity Savings , Arbitrage Fund, Multi Asset Allocation, Dynamic Asset Allocation, Balanced Advantage, Hybrid Fund, Scheme, mutual fund, SEBI, revised, norm, characteristic
A Hybrid Mutual Fund scheme offers a proper mix of equity funds and debt funds for the investor, based on his risk appetite. It is mainly a mix of investment in equity and debt. Hybrid funds are
20 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

Solution Oriented Mutual Fund Scheme- Features and Characteristics

Children’s Fund, Retirement Fund, Solution oriented Fund, Scheme, mutual fund, SEBI, revised, norm, characteristic ,lock-in, specific goal, education, retirement planning
A Solution Oriented Mutual Fund scheme focuses on supporting an investor to meet a long term goal. As per the revised norms issued by Securities and Exchange Board of India (SEBI), AMCs are permitted to offer schemes
20 Jun 18 Author CategoryMutual Fund, Quick Reference No Comment Read More