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How to check your mutual fund portfolio's health

WEBFour questions that you need to ask yourself while reviewing your mutual fund portfolio. Just like your body needs regular health checkups to sustain life …

Actived: 7 days ago

URL: https://wp.wealthzi.com/blog/how-to-check-your-mutual-fund-portfolios-health/

Restoration Benefit in Health Insurance: How does it work

WEBWhen you make claims on your health insurance policy, the sum assured gets reduced. If you exhaust the sum assured for the year, you will have no health cover.

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7 things you must read in a mutual fund offer document

WEBMutual funds are the ideal investment choice when it comes to investing for your long-term financial goals. However, there are many factors that you need to …

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Health Insurance Portability: How to Port Health Insurance Policy

WEBThe Process of Health Insurance Portability. According to the guidelines by IRDA, individuals are allowed to port their health policies only at the time of …

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Axis Healthcare ETF NFO opens April 30, 2021 – Check whom its …

WEBAxis Mutual Fund has announced the launch of their new fund– ‘Axis Healthcare ETF’. The new fund offer (NFO), which will open on Friday, April 30, will …

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How to assess your risk profile

WEBA simple way to determine your risk profile is using the ‘age-based’ risk tolerance method. As you might know, a young investor having a long-term time horizon …

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Hybrid Mutual Funds

WEBA hybrid mutual fund invests in both debt and equity asset classes to provide diversification and reduce concentration risks. These funds provide higher returns than a …

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How important are mutual fund ratings/rankings

WEBWith thousands of mutual funds run by several fund houses, choosing investments could be quite daunting. Maybe that is the reason why mutual fund …

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Understanding SEBI’s new Riskometer for mutual funds

WEBBased on the recommendations of the Mutual Fund Advisory Committee (MFAC), the Securities Exchange Board of India (SEBI) has made changes to the …

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How to Get Monthly Income from Mutual Funds

WEBNow, throughout the entire period of your investment, there will be 24 monthly instalments. Also, you will get to withdraw Rs. 72,000 in these instalments. At …

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Exempted incomes under the new tax regime

WEBIf you are an individual taxpayer who wants to opt for the new tax regime announced in the Union Budget this year, you will have to forgo 70 tax exemptions and …

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What are solution-oriented mutual funds

WEBSecurities Exchange Board of India (SEBI) recategorised mutual funds in 2017-18. While SEBI did it, it also made another classification of some schemes. These …

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How to calculate if you have adequate insurance

WEBThe technique assumes that your family expects you to contribute about Rs. 2.1 crores in the years that you will remain employed. In case of your premature death, …

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Ultimate Guide to Retirement Plans in India

WEBDepending on the insurance provider, standard pension and retirement plans cover you up until 70 to 80. However, Whole Life ULIPs cover you throughout the …

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How India's largest PMS strategies are performing

WEBFor the 1-year ended April 2021, the Multicap PMS strategy showed 51.91 per cent return, under-performing the benchmark’s 53.92 per cent rise. Customised …

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Investment options for disabled persons

WEBPradhan Mantri Vaya Vandana Yojana (PMVVY) – For disabled person who are senior citizens, PMVVY is a good pension plan if you are 60 years and above. The …

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How Can NRIs, PIOs Invest in Mutual Funds

WEBNRIs and PIOs can invest using the Systematic Investment Plans (SIP), make switches between mutual fund schemes, choose from growth and dividend options and …

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New NAV applicability date comes into effect from Feb. 1

WEBA new framework on net asset value (NAV) applicability across mutual fund schemes upon realization of funds will now take effect from February 1, 2021 instead of …

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Tax saving options for those in the 30% tax bracket

WEBIf your net taxable income comes under the 30% tax bracket, you can save tax worth Rs. 23,400 (including cess). You can get a benefit of Rs. 5,000 for preventive …

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Capital gains tax guide for NRIs

WEBEven though NRIs need to pay capital gains tax, there are several exemptions that they can avail to reduce their taxes. When you sell an asset for a value …

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Budget 22-23 puts an end to Bonus Stripping for Tax Planning

WEBFinance Minister Nirmala Sithraman in Union Budget 2022-23 has taken away one of the popular tax planning mechanisms called bonus stripping. From April 1, 2023, …

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