Absolute Returns versus XIRR

XIRR (Extended Internal Rate of Return) and absolute returns serve as methodologies to evaluate investment performance, such as that of mutual funds, though they vary in terms of the information

What rabbits tell you about power of compounding

Most investors do not benefit from this power of compounding. Have you ever heard of Thomas Austin? Austin was an English settler in Australia, who in 1859, imported 24 rabbits

SIP Analysis Report: Addressing Some of the Frequently Asked Questions

  Over the years, the Systematic Investment Plan (SIP), a feature offered by Mutual Funds, has become a household name. Its popularity among investors can be seen from the graph

An Emerging Asset Class in India – Venture Debt

What exactly is Venture Debt? It is a type of loan offered by Funds, Family Offices or even Banks that is designed specifically for early-stage startups positioned for high growth

Is the role of women in financial planning important? – When and how?

In today’s rapidly evolving world, the role of women in financial planning is not just important; it is absolutely essential. It is a profound transformation from the days when society

What Can I Learn From Rich Dad Poor Dad?

Making Sense of Finances: What can I learn from “Rich Dad Poor Dad”. In a world where formal education often leaves us with a significant gap in financial knowledge, “Rich

A Comprehensive Guide: Old vs New Tax Regime and its Impact

Finance Minister Smt. Nirmala Sitharaman had introduced the new tax regime (Section 115BAC) for individuals and Hindu Undivided Families (HUF) for the financial year (FY) 2020–21 in the Union Budget 2020 But

Change of Taxation Rule with respect to Debt Mutual Fund

The Government has recently changed taxation rules with respect to Specified Mutual Fund which include funds whose total exposure in equity is less than 35%. What are Specified Mutual Funds:

Non Convertible Debentures

In our earlier article, we had discussed about what Equity is and why share prices move up and down? It is now understood that company offer equity shares to raise

Kids & Money – Part 2: What shall we teach our kids about Money?

In my last article on kids & Money we saw that it is very important to teach our kids about money.  We also saw that financial education that we need