Menu Sidebar

Shruti Arora

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

Mutual Funds

Why You Should Avoid Closed-End Mutual Funds

I have written about Debt Funds and Equity-Linked Savings Funds in the past. Now, let’s take a closer look at Closed-End Mutual Funds. Closed-ended funds, by definition, refer to funds where the investor can subscribe only during the launch period and cannot withdraw money until the tenure of the scheme is completed. It is important […]

Tax-saving Mutual Fund Schemes

Equity Linked Savings Scheme or ELSS is a mutual fund scheme which offers the best of both worlds: Long-term wealth creation & tax saving. ELSS serves as one of the best options for your goal of wealth creation and also acts as an effective instrument for tax saving. As the name suggests, ELSS is an […]

Taxation on Income From Mutual Funds

Let’s see how¬† taxation works for income from mutual funds. Read the previous posts on my mutual funds series here. The profits that you earn from your mutual fund investments after selling your units is a form of income and hence will be taxed accordingly. Income earned by sale of mutual fund units come under […]

What is a Systematic Transfer Plan?

In an earlier post, I wrote about how you can start investing with small amounts in mutual funds via SIP & make the volatility of the market work for you in the form of Rupee Cost Averaging. But what if you have a large amount of money available with you and you want to invest […]

What is a Debt Mutual Fund?

Debt mutual funds should be your choice of investment when looking for stable and less risky short term investment products. In earlier posts, I discussed how equity funds will work best in fulfilling your long-term goals. But what about short-term goals? Also, not every investor is willing to take the risk of unpredictability and volatility […]

Newer Posts
Older Posts

Riches Await

Investment principles, strategies & discipline

Subscribe via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.