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Why Indian Mutual Funds are a PFIC tax compliance headache for US based NRIs
US based NRIs face taxes on Indian Mutual Fund investments - here are key tax laws around PFIC and what is a better way to invest in India
Vipin Khandelwal
Sep 194 min read
The Great Mutual Fund Circus - Starring: Your Money!
The Great Mutual Fund has come to town to help us find the Best Mutual Fund. This is classic comedy on the world of investments. Don't miss.
Vipin Khandelwal
Dec 21, 20243 min read
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[Risk-adjusted] The LightHouse Newsletter – August 2023
Investors like to seek higher returns and use tools to help them identify such opportunities. But do those tools really work?
Vipin Khandelwal
Aug 4, 20231 min read
LightHouse – Jan 2023 Edition
This Light House Edition brings some interesting notes on health, wealth, happiness, a fundtalk and updated stocks and funds list.
Vipin Khandelwal
Jan 4, 20231 min read
LightHouse Dec 2022 – Lesson from the farmer
This LightHouse Edition brings the updates on markets, MF and stocks shortlists as well as an important lesson from the farmer.
Vipin Khandelwal
Dec 2, 20222 min read
Markets, Stocks, NPS – The LightHouse – Oct 2022 Edition
This LightHouse edition gets you insights on markets and updated funds and stock shortlists along with NPS fund talk. Read now.
Vipin Khandelwal
Oct 7, 20221 min read
How I see this mutual fund portfolio
Why does an investor end up owning 43 schemes in the portfolio and over diversifying? Well, even the investor doesn't know.
Vipin Khandelwal
Sep 13, 20223 min read
Choosing Mutual funds on returns only is deadly
Should you invest only on the basis of past returns? How can that approach hurt your portfolio? Let's find out with an example.
Vipin Khandelwal
Jul 16, 20223 min read
The value of CPSE ETF
CPSE ETF is a dedicated holding platform for central public sector enterprises and is available to invest by retail investors. Should you?
Vipin Khandelwal
Apr 11, 20223 min read
MFCentral – 1 place to Track & Transact in all Mutual Funds
MF Central is single platform to track and invest in mutual funds and includes various financial and non financial transactions. Know More.
Vipin Khandelwal
Apr 7, 20222 min read
How much returns to expect from Mutual Funds?
As an investor, you invest in mutual funds to get higher returns than other options. But how much return to expect from your invesments?
Vipin Khandelwal
Sep 23, 20204 min read
The Investor’s Worst Enemy
“The investor’s chief problem – even his worst enemy – is likely to be himself”, said Benjamin Graham, decades ago. Has anything changed?
Vipin Khandelwal
Jul 8, 20192 min read
John Bogle’s 8 rules to build your mutual fund portfolio
John Bogle offers 8 simple rules to build a robust Mutual Fund Portfolio. Unovest puts them in context for the Indian Investor. Download now
Vipin Khandelwal
Dec 12, 20184 min read
And the award goes to ULIPs, but should you invest?
Does a ULIP score over a mutual fund? Here's a detailed comparison of features, costs and benefits to help you make a decision.
Vipin Khandelwal
Feb 9, 20186 min read
NRIs Investing in India – How to avoid problems with your investments!
NRIs Investing in India – Here's a checklist of how to avoid problems with your investments related to process, accounts, KYC and investing!
Vipin Khandelwal
Nov 2, 20174 min read
Value Investing – a primer on stock investing
What is Value Investing? Here's a primer on what really matters to a stock investment based on value investing principles.
Vipin Khandelwal
Oct 13, 20176 min read
Can NRIs invest in Indian Mutual Funds? Yes and No!
Non Resident Indians (or NRIs) can invest in mutual funds in India. But do all mutual funds allow or are tere restrictions?
Vipin Khandelwal
Feb 3, 20172 min read
Should you book profits in your mutual funds?
Do you need to book profits in your mutual funds? Let's debunk that myth.
Vipin Khandelwal
Feb 2, 20173 min read
XIRR – How to evaluate your mutual fund portfolio performance?
Here's how Abhishek uses a nifty tool, XIRR to evaluate his mutual fund portfolio performance. Read and learn along.
Vipin Khandelwal
Jan 30, 20173 min read
Investing in Equity Mutual Funds – an insider’s perspective | Rajeev Thakkar
We chat with Rajeev Thakkar and get his views on everything investing and mutual funds. This is an interview you need to revisit frequently.
Vipin Khandelwal
May 26, 201614 min read
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Vipin Khandelwal is a SEBI Registered Investment Adviser with Registration no. – INA000003643 (Oct 14, 2015 to Perpetual); BASL Registration no. - 1517 Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
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