Mutual Funds Book

Mutual funds offer a powerful tool for building wealth, but navigating their intricacies can feel daunting. Fear not, fellow investor! By delving into the right… Read More »What are the Best Financial Books I can Read to get a Good Understanding of Mutual Funds?

There have been many books on this topic. But do wait for Monika Halan’s upcoming book on Mutual Funds. You can also read her currently… Read More »Which is the best book for mutual funds?

Yes, regardless of the type of plan, you can change the bank account linked to the Mutual Fund. To prevent fraud, the fund house will… Read More »Can I change a bank account linked to a SBI mutual fund in the case of a direct plan?

It would not make much sense to calculate daily returns in order to convert hem to annual returns. This is because though daily returns may… Read More »How do I convert daily returns of mutual funds into anual returns?

Yes, you can invest through a proprietorship, partnership or a private limited company in a mutual fund. It could be more tax efficient to do… Read More »Can I form a holding company to invest in mutual funds?

Of course, you can invest from your savings. Mutual fund laws require that the money come from your own bank account. This is to prevent… Read More »Can I invest in mutual funds without having a source of income, i.e. from my savings?

Holding units in physical form just means that you don’t need a demat account. They are still electronic and are managed in a paperless way… Read More »What does unit holding options as physical means in mutual funds?

It is simply the money that the mutual fund has lent to a borrower. To understand if the mutual fund has done a good job,… Read More »What does ‘corporate debt’ mean in reference to a mutual fund’s portfolio?

With options like emandate allowing to use your Aadhaar looked bank account, it is not necessary to carry your cheque book with you. Net banking… Read More »Is it mandatory to have a cheque book to invest in mutual funds?

Yes, you can invest as much as you can. You can open more SIPs with higher instalments. Some AMCs even offer facility to increase SIP… Read More »Can we increase the amount in mutual funds while investing?