Articles

NFO vs. Existing Mutual Fund: Where Should You Invest?

In the ever-evolving world of money and aspirations, mutual funds have quietly become a trusted companion for the modern investor. They help people turn small, regular savings into meaningful long-term

Why should NRIs invest in The US?

Let’s say you want to send ₹500 to a friend who’s studying in Canada. You open your banking app and make the transfer, then wait. It might take a couple

What is crypto currency? – Here’s What You Need to Know.

Let’s say you want to send ₹500 to a friend who’s studying in Canada. You open your banking app and make the transfer, then wait. It might take a couple

Trading Like a Stock, Investing Like a Fund: All About Exchange Traded Funds

Over the past decade, Exchange Traded Funds (ETFs) have steadily grown in visibility within investment circles. Blending the diversification benefits of mutual funds with the flexibility of stock trading, ETFs

Decoding AIFs: What sets category I, II and III apart?

In June’25 edition of our newsletter, we discussed broadly about what Alternative Investment Funds are, the definition, the structure, who should invest, the pros and the cons and its growing

Asset Allocation for NRIs: Here’s What You Need to Know

In today’s increasingly globalized world, NRIs often find themselves straddling two financial ecosystems – one where they live and work, and the other back home in India. This dual exposure

Unlisted Shares: Hidden Gem or High-Stakes Gamble?

You might have come across the news. Investors who bought unlisted shares of HDB Financial Services are now sitting on losses. The IPO price came nearly 40 percent below the

Risk vs. Reward: How the Sharpe Ratio Helps You Invest Wisely

When choosing mutual fund schemes, do you focus only on returns, or do you also consider risk-adjusted returns? Let me walk you through a simple situation. Imagine you need to

Alternative Investment Fund – All You Need to Know

In recent years, the investment preferences of High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) have evolved considerably. Many of these investors are now looking beyond traditional asset classes like fixed

Thinking About Getting OCI? Here’s What You Need to Know

As the global Indian diaspora continues to grow across the world, the Overseas Citizen of India (OCI) card has become a valuable bridge for NRIs looking to stay connected with