Seeing how mutual funds are finding their rightful place in investors’ portfolios is heartening.

In the ever-changing financial landscape, mutual funds have been playing an increasingly important role in investors’ portfolio.

One of the challenges for investors is to keep their portfolios on track through their defined time horizon. The current market situation with heightened volatility can test the patience and perseverance of investors. However, history tells us that investors who stay invested during turbulent times in the market get their due in the long run.

Equity, as an asset class, has an important role in the wealth creation process of investors. However, considering that the stock market tends to be volatile from time to time, investors must have the patience to not only stay invested during these turbulent times but also continue investing to benefit from averaging. It is equally important to build a well-diversified portfolio to minimise the risk. However, investors often get tempted to invest aggressively into funds that either have a narrow investment universe or a concentrated portfolio. 

One of the key factors that can help you achieve consistent investment success is to follow a goal-based investment process. Apart from creating a roadmap, it allows you to have clarity in terms of time horizon and target for each of the goals. Besides, it helps you decide how much you need to invest to achieve these goals as well as maintain the right balance in terms of risk and reward through an ideal asset allocation. 

Investing money is a life-long process and the sooner you start, the better off you will be in the long run.

The current volatility in the stock market can be attributed largely to geopolitical tensions, global economic uncertainties, FII outflows, IPO action and mixed corporate results.

One of the key factors that can help you achieve investment success over the longer term is to ensure that your portfolio is dynamic.

Mutual funds are proving to be a great option for investors with varied risk profiles, time horizons and investment goals

Each of us aspires to be financially independent as it ensures having enough resources to be self-sufficient and control our finances.

Disciplined investing through SIP has emerged as an ideal strategy for millions of investors in our country.

Mutual funds have emerged as an effective investment vehicle for investors with different risk profiles, time horizons and investment goals.

It's a proven fact that a goal-based investment process is the key to achieving investment success for investors.

Investors often face the dilemma of whether to allow the portfolio to ride on or not, especially when the market is in a bull phase. In times like these, the key is to keep your focus on the original mix of equity and debt and be prepared to rebalance the portfolio, if required.
 

Mutual funds provide several options that allow you to generate tax-efficient regular income and make your money grow at a healthy rate. A systematic withdrawal plan (SWP) can be a smart strategy to achieve both these objectives.

If you intend to invest for the long term, you would generally have the capacity to invest in equity and equity-related funds as you can wait out the inevitable ups and downs of the markets. 

With an increasing number of investors starting their investment process with a financial plan in place, most of them have a clear map for the road ahead and the improved ability to achieve their investment goals.

With an increasing number of investors starting their investment process with a financial plan in place, most of them have a clear map for the road ahead and the improved ability to achieve their investment goals.

If you are looking to start investing in mutual funds, the current market level shouldn’t be a deterrent. Equity markets tend to go up and down, but in the long run, they help you earn better returns than other asset classes provided you stay disciplined and invest with a clearly defined time horizon.

The systematic investment plan (SIP) has emerged as the most preferred way for retail investors in India to park their funds in equity and equity-oriented funds.

Most investors focus on what they need to do to achieve their investment goals, improve portfolio returns and maintain a balance between risk and reward.

Mutual funds are a simple and an efficient investment vehicle. However, if you want to benefit from the true potential of this wonderful investment vehicle, you need to plan your investments well and build a portfolio that has the right mix funds to deliver the desired results. Here’s how you can get the best out of your mutual fund portfolio. 

Volatility in the stock market is a natural phenomenon and hence you must be prepared to tackle it at all times

Planning your investments goes a long way in improving the chances of achieving different investment goals over varied time horizons.

It is heartening to see an increasing number of Indian investors adopting a disciplined approach through SIP for investing in mutual funds.

Equity is an asset class that helps you earn positive real rate of return over time, provided you invest in line with your asset allocation as well as time horizon and invest in a disciplined manner

If you plan and start investing early, you will benefit from the power of compounding and hence can accumulate a large corpus over time even by making smaller contributions

The popularity of systematic investment plan (SIP) is not only bringing discipline into investors’ savings and investment process but also spreading the equity cult through the length and breadth of the country.

Systematic investing, through SIP, brings a discipline into your investment process.

Every investor aspires to achieve investment objectives without getting exposed to undue risks.

Sector and thematic funds fund should be avoided until you are confident about your ability to pick the right sector and have clarity on when to enter and exit

There can be occasions when you may have a large sum of money to invest.

One of the key benefits of investing in mutual funds is an opportunity to build a portfolio of actively and passively managed funds.

Planning for retirement can keep you focused on this very important goal of your life, and hence you must begin the process as much ahead as possible

Many investors aspire to include real estate in their portfolio.

Analysing past performance is one of the key factors in your fund selection process.

Investors need to follow certain investing principles to ensure healthy growth in the portfolios over time.

One of the key factors that can help you achieve your investment goals is to have a clear roadmap.

Asset allocation strategy allows you to build a portfolio that has the ability to match your investment temperament.

Mutual funds have emerged as an effective investment vehicle for investors with varied risk-taking capacity and time horizon to practice asset allocation.

To be a successful investor, you must demonstrate patience, perseverance and commitment through your defined time horizon.

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Investments are aimed at maximum returns and yield those when chosen wisely. While there are numerous options available today, gold, equities, and residential real estate have withstood the test of time.

Financial planning is an ongoing process that can reduce your stress about money and support your financial needs.

Considering that the dividend amount can vary almost every year, some kind of cushion has to be provided either by investing additional amount or creating an emergency reserve for this purpose

While having a variety of funds is important for different asset classes and time horizons, having too many funds for a single goal can make monitoring of the portfolio cumbersome

Index funds are passively managed funds that track an index.

"Once asset allocation is decided, the key would be to select funds that have the potential to get you the best of that asset class. Tax efficiency of returns should also be considered"

There are several thumb rules to help you at different stages of your investment process. The key is to understand which ones suit your needs and which don’t

Deciding the right mix of exposure to different market segments, as well as rebalancing it, still remains a challenge for a majority of investors

The stock market continues to remain volatile. While market volatility is a natural phenomenon and will always remain an integral part of stock market investing, investors who follow a disciplined approach can tackle this challenge well.

The volatility in the stock market over the last few months has been testing the patience and perseverance of investors.

As an investor, you face numerous challenges through your investment time horizon, such as choosing the right mix of assets and investment options as well as ensuring that investments remain on track to achieve your investment goals.

One of the key factors that define the level of investment success you can achieve is your ability to keep investments on track over varied time horizons. The constant changes in the economic scenario and volatile financial markets make it quite a challenging task.

Money management emerges as one of the key aspects once a newlywed couple returns to the humdrum of everyday life. Considering the challenge of managing seemingly unlimited needs with limited resources, many young couples get overwhelmed by this situation.

Anmol Sharma and Aashutosh Singla, founders of Finlight are doing their bit to make India financially literate through social media content.

While the right selection of funds helps you begin your investment process well, monitoring their performance ensures that you maximise your returns over time

Planning your investments judiciously allows you to achieve different investment goals over varied time horizons.

Financial freedom can be achieved only if we plan our investment, follow a strategy and are willing to make a few sacrifices today to have a better tomorrow.

One of the key aspects for you, as an investor, is reviewing performance of funds in the portfolio as it helps you understand whether your portfolio is doing the job for you or not.

Mutual funds (MFs) are fast emerging as a preferred investment option for investors in our country.

Considering the complexities of the financial markets, you must invest judiciously and follow an investment process and be in control of it at all times.

Investing money judiciously is the key to achieving your investment goals.

With less than five months to go in the current financial year, one of the key issues facing taxpayers is how to invest to save taxes.

The key requirements for creating wealth are to be a disciplined investor and follow a clearly defined investment strategy.

The ability of mutual funds to offer options to suit your varied goals makes them an ideal investment option.

With the Indian stock market touching dizzying heights, investors are experiencing mixed emotions of awe and fear.

It is equally important to understand the impact of inflation on your retirement needs. Many investors make the mistake of not factoring in inflation while planning. 

Investors must realise that despite a number of benefits of investing regularly, monitoring the performance of the portfolio remains an important ingredient to achieve success over the longer term.

One of the biggest challenges for retirees as well as self-employed people in present times is to generate regular income at a healthy rate through their investments.

For years there have been many ways to evaluate how much life insurance you need.

Investing through a systematic investment plan (SIP) has proved to be an ideal investment strategy as it brings discipline in one’s investment process.

A disciplined approach to investing plays an important role in creating wealth for both, experienced and new investors.

An ever-expanding investment universe provides a number of interesting, effective and flexible investment options for investors with different risk profiles.

While doing some research on term plans on an insurance aggregator website, I came across some interesting statistics that were flashing constantly: 23 per cent of policy buyers opted for plans that return premium at the end of the policy term.

It is good to see an increasing number of mutual fund investors taking the fund selection process more seriously than ever before.

Every investor aims to invest in funds that have an established track record.

One of the significant activities for a long-term investor is to review the performance of the portfolio periodically.

Investors often face a dilemma of whether to invest on their own or take help of an investment adviser.

Financial independence can be defined as having enough resources at every stage of your life.

A goal-based investment process ensures that you achieve consistent investment success.

Investing your hard-earned money to fulfil your financial goals requires you to follow an investment process.

Investing money judiciously is important as it not only allows investors to achieve different investment goals over varied time horizons but also ensures that they have sufficient financial resources at every stage of their lives.

Investing is essential for achieving your financial goals.

One of the most challenging aspects of your investment process is to keep up with the rate of inflation in order to protect the value of your investments as well as returns earned on it.

With less than three months to go in the current financial year, it's time to invest for tax-saving, if you haven’t done that already.

As we step into 2021, expecting it to be a better year than 2020, both in terms of health and wealth, it would be a great idea to take stock of your portfolio and ensure that it has the right mix of asset classes and products to benefit from the improving economic and market scenario.

Every investor aspires to achieve investment objectives without getting exposed to undue risks.

It is quite common to see investors picking funds off-the-shelf solely on the basis of their past performance. This applies to both equity as well as debt funds.

To decide an appropriate asset allocation, you can also follow a thumb rule that says subtract your age from the number 100 in order to find out how much should be invested in equities and the rest in debt.

Investing is a process that requires you to choose the right mix of assets and investment options while also ensuring that investments remain on track to achieve your investment goals.

Equity, as an asset class, has proved its potential as a wealth creator for investors. However, considering the attendant risk of volatility, one must choose the right option to get the best out of equity investments.

While asset allocation plays an important role in diversifying the portfolio as well as determining the level of risk and the potential of returns from it, physical assets should have a limited role to play in one's investment portfolio. 

Investing through mutual funds can be a sure-shot way of enhancing your chances to achieve your investment goals over varied time horizons as they offer a number of advantages over traditional investment options.