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Mutual Funds

How is Mutual Fund NAV Calculated

by Radhey Sharma

basics of mutual funds

The way investors fall over each other to lap up NFOs (New Fund Offers) of mutual funds, it is very obvious that the meaning of NAV of mutual funds remains misunderstood. How is the net asset value NAV of a mutual fund unit calculated is very important to know so that you can understand the dynamicsRead More

Best Tax Saving Mutual Funds (ELSS) to invest in India

by Radhey Sharma

ELSS, tax saving mutual funds

Tax-Saving-Mutual-Funds

We present the best tax saving mutual funds (ELSS) to invest in India. Investing your hard earned money to save income tax is a critical part of your financial planning. While one could use any of the existing 80C deductions to save income tax, using tax saving mutual funds, also called Equity Linked Saving SchemesRead More

Where do debt mutual funds invest ?

by Radhey Sharma

debt mutual funds

Debt-Mutual-Funds

Debt mutual funds are not a loved lot. Equity diversified mutual funds on the other hand have caught on the fancy of investors more because they invest in stocks. Stocks means making lots of money overnight to a lot of people. However, very few can ever do that. So when it comes to debt funds,Read More

All about Exchange Traded Funds (ETFs)

by Radhey Sharma

exchange traded funds

Exchange traded funds

Financial planning using mutual funds is one of the most easiest roads to riches. Especially if you were to use the systematic investment planning route. While you could choose any type of mutual fund to invest in, one of the best options available to investors is Exchange Traded Funds (ETFs). I keep screaming from this blogRead More

Best Mutual Funds to Invest in India

by Radhey Sharma

mutual fund reviews

If you are looking for best mutual funds to invest in 2013 in India, go here to read my article on the same. Everything below is for 2012 and earlier so you might want to skip reading. If you are looking for best mutual funds to invest in 2012 in India, do read our newRead More

How many mutual funds should you invest in ?

by Radhey Sharma

basics of mutual funds

Have you ever asked yourself  how many mutual funds you should own ? In an earlier article, we saw the rational behind how many stocks one should own. Let us check in a similar way, how many mutual funds one should have. Whenever you think finance, think simple. Remember that complex financial products do notRead More

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WealthWisher Financial Advisors (Also referred as The wealthwisher.com or TW2) is an Advice platform, where we help an individual, managing personal finance in easy and smart manner & taking informed decision . The person managing WealthWisher Financial Advisors Mr. Madhupam Krishna is a SEBI registered Advisor. Post advise, one can execute transactions with your banker, stock broker or agent/ financial intermediary. We also offer transaction services through various associations, at a substantially lesser cost to our clients, as compared to other financial intermediaries, so that you start your financial plan with savings. WealthWisher Financial Advisors may earn commission or distributor incentives for providing transaction services or referring customers with third party service providers as per customer’s agreement. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by WealthWisher Financial Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The products discussed or recommended here may not be suitable for all investors. Investors must make their own informed decisions based on their specific objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, customers may please note that neither WealthWisher Financial Advisors nor any person connected with any third party companies or service providers of WealthWisher Financial Advisors, accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an action. Stocks in the equity portfolios are filtered at various levels. Initially, the stocks are filtered on the basis of the size of the company and the sector of the company. The company's fundamental parameters are tested using various parameters related to inventory days, employee cost, power cost, taxation etc. Finally, the volatility in the price performance as well as the future growth prospect is viewed and accordingly the stocks are classified in various portfolios. While building Mutual funds portfolio, factors like size of the funds, the historical performances (return) of the schemes, expenses ratio ,the sector in which the scheme invests and volatility are considered.
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