INVESTMENT Archive

REIT- Real Estate Investment Trust 

REIT, Real Estate Investment Trust, real estate, rent, commercial asset, investor, investment, mutual fund, distribution, income,
Real Estate Investment Trust, REIT is an addition of recent origin  to an investment portfolio. Real estate as an investment class has always been attracting both small and big investors. Investment in commercial reality is highly capital
26 Nov 18 Author CategoryIndian Economy, Other Investments No Comment Read More

SEBI Revises Bid Size by HNIs to 50% of IPO

SEBI, HNI, BID size, quantum, IPO, retail investor, institution, Initial Public Offering, High Net worth Individuals, Securities and Exchange Board of India
Some of the recent IPOs had witnessed huge oversubscription by High Net worth Individuals (HNIs) in the segment reserved for them. The Initial Public Offering (IPO) of Apollo Micro Systems in January 2018 received 963 times subscription
10 Nov 18 Author CategoryBanking News, Equity No Comment Read More

FMP: A Good Investment in the Present Interest Rate Scenario

FMP, Fixed Maturity Plan, debt fund, bank, FD, fixed deposit, low risk appetite, interest risk, credit risk, maturity period, NFO, AAA rated, interest lock in, tax adjusted, return, indexation LTCG,NAV, penal interest, pre-mature closure, bank, FD, fixed deposit
Fixed Maturity Plan (FMP) is one of the most sought after debt mutual fund schemes.  Debt mutual funds are ideal investment option for investors with low risk appetite. FMPs are similar to term deposits offered by banks.
28 Oct 18 Author CategoryMutual Fund, Quick Reference No Comment Read More

National Pension System (NPS)- Scheme Features

NPS, National Pension System, PFRDA, Tier I, Tier II, PoP, corpus, annuity, pension, Point of Presence, PRAN, Permanent Retirement Account Number, NSDL-CRA, CRA, Central Recordkeeping Agency, section 80CCD, superannuation, exit
National Pension System (NPS) is a pension cum investment scheme promoted by the Government of India to ensure retirement income to its citizens. NPS was launched on January 1, 2004 with the main objective of providing old
26 Oct 18 Author CategoryInsurance, Schemes, Tax Savers One Comment Read More

Morgan Stanley’s List of Ten Disruptions for Indian Equity Investors 

Morgan Stanley, disruption themes, Indian stock market, equity investor, regulatory, policy changes, inflation targeting, UPI, digital payments, GST, RERA, Real Estate Regulation Act, bankruptcy, insolvency, auto segment, DBT, e-com, consumer spending, financial inclusion, DREAM factor, soil health card
Morgan Stanley says that ten highly relevant disruption themes are awaiting Indian equity investors in the coming decade. These themes are positive for those who are ready to embrace change. According to Morgan Stanley, all relevant disruptions
21 Oct 18 Author CategoryIndian Economy, INVESTMENT No Comment Read More

IRDAI to migrate to Risk Based Supervision of Insurers

IRDAI, RBS, Insurance Regulatory and Development Authority of India, Risk Based Supervisory, risk, insurer, insurance, Compliance Based Approach, RBC, risk based capital, regulator
Insurance Regulatory and Development Authority of India (IRDAI) has announced its plan to move from Compliance Based Approach to Risk Based Supervisory (RBS) framework of insurance entities. Compared to compliance based approach, risk based supervision will enable
20 Oct 18 Author CategoryEquity, Insurance 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

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