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SIP

Should I Stop SIP – Never (Why?)

by Madhupam Krishna

continue SIP or not, Should I Stop SIP, Should I Stop SIP in correction, Should I Stop SIP when market fall, Should I Stop SIP when market go down, SIP, SIP concept, what is sip

Should I Stop SIP

Should I Stop SIP as markets have corrected? I will start again… a common question in your head and on my email & WhatsApp. I have been trying to stop many of you (clients) & readers to continue SIP in wake of COVID19 or any other market correction. Why? Do I want you to makeRead More

How to Read Mutual Fund Fact Sheet?

by Madhupam Krishna

Abolition of entry load, Additional Purchase, AUM, benchmark, Beta, enatry load, exit load, Fact Sheet Terms, fund manager, How to read mutual fund fact sheet, macualay duration, modified duration, Mutual fund terms, NAV, portfolio turnover ratio, reading mf fact sheet, risk free return, sharpe ratio, SIP, Standard Deviation, TER, total expense ratio, tracking error, Understanding mutual fund fact sheet, what is a mutual fund fact sheet, Yield to Maturity, YTM

how to read mutual fund fact sheet

When you want to invest in Mutual Fund Schemes with any fund house, it’s important to know as much as possible about the fund house, about the schemes, about the fund manager who will be investing your money, etc. Factsheet entails these and many such details desired by the investor or advisor. One should knowRead More

10 Best Articles Of 2017

by Madhupam Krishna

bitcoins, debt mutual fund, Digilocker, E-nivaran, enivaran, equity, FD, fixed deposits, insurance, mutual funds, NPS, NRI, NRI investments, pan aadhar, SIP, value investing

We wrote many good articles on Personal Finance & Investments. Based on the most read parameter here is the collection of best articles on Mutual Fund, Equity, Insurance, Personal Finance & Investments written in 2017. Can You Handle Not Owning Bitcoins? Humorous Images This is called Fear Of Missing Out… (FOMO)… When everyone is making money…Read More

Some Myths Some Truths About Mutual Funds

by Madhupam Krishna

diversification, lumpsum, mutual fund myths, mutual fund truths, myths in investing, SIP

mutual fund myths

Have you seen a rocket going up (or Kim Jong testing the ICMBs.. Jokes apart)? To get itself into the orbit, it has to leave various bottom parts. It gets rid of itself from the unwanted and heavy burdens. Scientists call it various stages of launch. Same way in order to achieve success in investingRead More

Power of Compounding

by Madhupam Krishna

investments, power of compounding, savings, SIP

power of compounding

What is Power of Compounding and How does it work? Compounding in mathematical term would simply mean “Make money work for you”. Even the famous scientist Albert Einstein was so amazed by compounding that he called it to be the eighth wonder of the world. But before we understand how does the power of compoundingRead More

Learning SIP Top Up or SIP Booster – Infographic

by Madhupam Krishna

flexible sip, Rupee cost Averaging, SIP, SIP booster, SIP top-up

sip topup sip booster

The systematic investment plan (SIP) is a tool that helps you build a portfolio in mutual funds through regular contributions. This is a tried and tested route for accumulating large sums by contributing small capital doses. But a same amount of SIP cannot work especially when needs, inflation, and income all are rising for anRead 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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