NRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. D...

An investor's 13-mutual fund portfolio, aiming for Rs 4.67 crore, was deemed over-fragmented and style-overlapping. An expert advised conso...

Foreign investors have significantly reduced holdings in many Nifty companies since September 2024. This has impacted top blue-chip stocks,...

Retiring with Rs 1.5 cr can provide a monthly income, but the amount depends on risk appetite and investment returns. Experts suggest withd...

An investor planning early retirement at 50 with a Rs 12.5 crore corpus seeks expert advice on generating Rs 2 lakh monthly income. The exp...

Kotak Mutual Fund has launched the Kotak Nifty Alpha Low-Volatility 30 Index Fund, an open-ended scheme tracking the Nifty Alpha Low-Volati...

As retirement nears, an investor with a Rs 2.75 crore portfolio needs to rebalance. An expert advises consolidating mutual funds, shifting ...

Retiring with a Rs 2 crore corpus requires careful planning for monthly income. Experts suggest safe withdrawal rates between 3-5% annually...

PMS-style mutual fund advisory can fetch you a curated selection of funds with allocation and execution embedded. This convenience faces a ...

Financial experts emphasize smart planning for mothers' future security, urging early and consistent investing. Flexi-cap and large-cap fun...

GCC-based NRIs are shifting investments from Indian real estate to equities and financial assets, driven by geopolitical uncertainty and a ...

A 55-year-old investor targeting Rs 5 crore from a Rs 70 lakh corpus may fall short with a 10% step-up SIP, experts caution. Even with 13–1...

A 42-year-old Mumbai investor sought guidance on building a Rs 10 crore retirement corpus in 20 years. Expert Shivam Pathak reviewed his SI...

Vinayak Magotra, product head & founding team, Centricity WealthTech, says for someone eyeing a retirement in a few years from now, they ca...

Personal Finance: Investors with highly appreciated holdings in taxable accounts should consider giving appreciated assets directly to char...

Rebalancing need not be a kneejerk response. At every stage of an investor’s savings and investing journey, some assets will dominate the o...

The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if...