Unovest first unveiled its recommended mutual fund portfolio on Oct 1, 2016. The intent was to enable investors to get a ready portfolio of mutual funds that they can consider investing in in line with risk profile and time horizon. For those, who had no background in mutual funds or are first time investors, these […]
The enemies of your investments – Banks, National Distributors
Here is the big warning to you, the investor. Never ever trust your investments to banks, national distributors or an institutional distributor of mutual funds. Want to know why? This will not take long. So, my client, who has just signed up with me, shared his mutual fund portfolio. This is what it looks like.
How to build a winning mutual fund portfolio (plus a dozen portfolios)
The pain of selecting mutual funds from thousands of schemes and options is a deep one. The matter become worse because it is so difficult to differentiate one from the other. Even star ratings and rankings don’t help. They change too often and communicate little about the qualitative factors. So, how does an investor like you […]