by Robin Jacob | Apr 4, 2018 | Articles
Many investors have been investing in funds like HDFC prudence to meet their monthly cash flow requirements through tax free dividends. HDFC Prudence fund has been giving almost a 12% annual dividend…paid out monthly. For eg, if you had invested Rs 10 Lakhs in this...
by Robin Jacob | Mar 20, 2018 | Articles
I am sure you have already heard about the implementation of LTCG for equity and equity mutual funds. In this article, I will try to analyse the impact on our investments and analyse, if its worth moving our investments elsewhere… Long Term Capital Gains (or LTCG)...
by Robin Jacob | Mar 15, 2018 | Articles
Loss Aversion : Fear of Loss is More Powerful Than The Hope For Gain! Everyone knows that you should buy low and sell high…but most of the investors do exactly the opposite. They start panicking and sell when the market goes down and start cheering when the market...
by Robin Jacob | Mar 12, 2018 | Articles
Many of us keep delaying the investments and don’t realise the value of losing time. This illustration is for a 5K SIP for 30 yrs….if you delay it by just 3 yrs…you lose 56 Lakhs We can help you plan & invest for any or all of your financial goals…email or...
by Robin Jacob | Mar 12, 2018 | Articles
Most mutual funds on an average have 40 to 60 stocks in their portfolio, they have to do it because they manage huge amount of money 1000 Cr to 10K cr+ but they have a huge team of research analysts and very qualified and experienced funds managers whose full time job...
by Robin Jacob | Mar 9, 2018 | Articles
One of the most important factors while picking stocks is to look at the quality of the business. What happens when you invest in a low quality business? If the management is able to turn things around and returns improve, it’s another story, but when...
