FinAtoZ Blog

"Mutual fund sahi hai" is true only if you select the right one :) Many investment advisers will argue that mutual fund selection is an art. We, however, believe that it is more of a science. With our many years of investment experience, we have tried to master the science of mutual fund selection process for our customers. We use sophisticated analytical tools like Morningstar Research Workbench and FE Analytics for our analysis. The process is repeated every quarter or if there is a trigger to re-evaluate (whichever is earlier). This article is our endeavor to explain the mutual fund selection process at FinAtoZ in detail.

From childhood we are listening, never put all your eggs in a single bucket. We all understand the importance of diversifying our mutual fund portfolio into different equity caps mutual fund and debt mutual fund. Now, let’s see how it make sense to diversify our portfolio Geographically?

What all are the different options available for diversifying portfolio internationally? and, How are they regulated?

Time and again, investors have been lured by high return potential of small-cap companies. This is because smaller companies have potential to give very high returns in a very short duration of time. There are instances when a small-cap company has given more than 10x returns within one year of time. Such huge returns are unheard of in any other segment of stock markets, viz. Large and Mid size companies. 

With such a high return potential also comes the risk of losing your capital. One of the best ways to reduce this investment risk is to time your entry. Though difficult, timing is not impossible. This article gives our in-depth analysis of how to make use of the current opportunity in the small-cap space...

Many of us feel that we can handle our finances on our own and really don't see much value which can be added by taking the services of a financial advisor. In this article let us consider is it really so?

After SEBI’s categorization mutual funds can mostly invest in the top 100 or 250 stocks whereas PMS is customized and can have an exposure to any stock in addition to this top 250 stocks.  So, if someone looking to take exposure in stocks beyond 250 stocks in terms of market cap with a guided hand, PMS is the go-to product.