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Shruti Arora

I am a CERTIFIED FINANCIAL PLANNER & have worked at Banking and Non-banking Financial Companies.

Mutual Funds

Understanding Liquid Mutual Funds

Indians are by nature excellent savers, almost each and every one of us has at least one savings account in their name. We fall in love with our bank balance once it starts approaching a “nice looking” figure. While a big bank balance looks nice, do you know that you are actually losing your hard […]

Decoding the new Long Term Capital Gains Tax on Equities

Until financial year 2017-18, Long Term Capital Gain (LTCG) tax on equity or equity oriented mutual funds was Nil, i.e. if investors sold their shares or equity oriented mutual fund units after holding them for more than a year, they paid zero LTCG tax. All the gains (no matter the amount) were theirs to keep without […]

How Many Mutual Funds Should You Invest In?

It’s worrying that so many new investors mistake duplication for diversification. The most common question that new investors (or even existing investors) want an answer to is “How many mutual funds should I have in my portfolio?” The actual number is probably very different from what you think. Before coming to the answer, let us […]

What is a Systematic Withdrawal Plan?

Are you planning to take a sabbatical from work? Or maybe you are thinking of quitting your full-time job to start something of your own? Or maybe retirement is just around the corner? Then obviously your main concern right now will be to replace that steady and regular income inflow so that your budget and […]

What is a Hybrid Mutual Fund?

One of the best things about mutual funds is that there are so many different kinds that everyone can find a suitable mode of investment. No matter what your goals are or what your risk profile is, you can invest easy & make a sound portfolio. In earlier posts I have explained about 3 different […]

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Riches Await

Investment principles, strategies & discipline

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