Learn how mutual funds can help you achieve long-term life objectives. Discover the benefits and strategies for leveraging mutual funds to secure your financial future.
You must have short term goals such as buying a car or pursuing an MBA or long term goals such as buying a house or sponsoring your child’s US education. But you also have to be prepared for emergencies and opportunities. To achieve these goals, you must target mutual funds that are ...
We all have different financial goals at different points of time. It could be the education of your child, retirement plans or the marriage of your child. We all look at ways of making our money work and grow faster, not unlike a plant. Taking the analogy further, while we can look a...
For example – suppose your child is 5 years old. You have two financial goals for the child. First is his higher education and second is his marriage. Now your child will begin his higher education around the age 17/18. So it’s a non-flexible goal and you have fixed 12-13 years ...
As the name suggests, the solution-oriented schemes are floated with a particular solution in mind like retirement and child education. There is a mandatory lock-in period of 5 years in these funds. This means that if you invest in any solution-oriented mutual fund, you cannot withdraw your...
Child education: Expenses for higher education are on the rise. And mutual funds could help bridge the gap. Investing a fixed amount every month through a systematic investment plan could help accumulate the corpus. For instance, if your child is 8 years old and the current cost of higher ed...
Bond funds feature corporate bonds, Treasury bonds and other debt securities. Because there's a set rate of return, they're also known as fixed-income funds. While bond funds have less potential for growth than equity funds, they're also considered a safer investment — which makes themone ...
The industry of mutual funds has been evolving fast. Several bodies in the industry are also making investments for creating investor education. However, it is considered an option for investment by lesser than 10% households since it is thought by people as an investment that involved high risks...
Halverson, Guy
We help you invest into the right portfolio of mutual funds, without the complexity and noise. You can choose from a variety of goals like wealth creation, tax saving, child's education, etc. based on your preferences. Innovative Tools ...