Fundvaliz Blogs

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Retirement | Sep 17, 2024

Retirement Planning with Mutual Funds: Strategies for a Secure Future

Retirement Planning with Mutual Funds: Strategies for a Secure FuturePlanning for retirement is one of the most critical financial decisions you’ll make in your life. With rising life expectancies and inflation, it’s essential to have a reliable s....

Mutualfund | Sep 03, 2024

The art of INACTION

The Art of Inaction: Why Sitting Still Can Be Your Best Mutual Fund StrategyIn the fast-paced world of mutual fund investing, we`re constantly bombarded with advice to act: switch funds, rebalance portfolios, or chase the latest hot sector. But wh....

Mutualfund | Jul 16, 2024

Navigating Market Ups and Downs: The Role of Mutual Funds

Navigating Market Ups and Downs: The Role of Mutual FundsThe financial markets go through cycles of rise and fall in prices. This movement, known as volatility, can be unsettling for investors as their investments may lose value rapidly. However, ....

Mutualfund | Jul 12, 2024

Why Investment Discipline Matters in All Market Conditions

Stay Focused: Why Investment Discipline Matters in All Market ConditionsInvesting in mutual funds is a long-term journey, filled with ups and downs, twists and turns. While it`s tempting to try and outsmart the market by constantly adjusting your ....

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Compounding | Jun 20, 2024

The Power of Compounding: How SIPs Can Turbocharge Your Mutual Fund Returns

The Power of Compounding: How SIPs Can Turbocharge Your Mutual Fund ReturnsWhen it comes to building long-term wealth, few strategies are as powerful as the combination of compounding returns and disciplined investing through Systematic Investment....

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Balance Advantage Funds | Jun 06, 2024

Understanding Balance Advantage Funds: The Hybrid Car of Investments! ????

In this video, we explore the fascinating world of Balance Advantage Funds and how their dynamic strategy mirrors the functionality of a hybrid car. Discover how these funds shift between equity and debt, optimizing your investments just like a hy....

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Mutualfund | Jun 05, 2024

Mutual Funds: The accessible investment for the working middle class

Mutual Funds: The accessible investment for the working middle classSo you`re part of the hardworking middle class, hustling to make ends meet and secure your family`s future, right? I hear you. Investing can seem like a luxury reserved for the we....

Mutualfund | May 06, 2024

Mutual Fund Investment Journey

SIP vs. Lumpsum: Choosing the Right Fuel for Your Mutual Fund Investment JourneyThe world of mutual funds offers exciting opportunities for wealth creation, but a crucial question arises at the outset: How do you invest your money? Two main strate....

Mutualfund | Apr 24, 2024

Common Mutual Fund Mistakes Investors Make and How to Avoid Them

Common Mutual Fund Mistakes Investors Make and How to Avoid ThemMutual funds offer a convenient and accessible way for investors to participate in the stock market. However, even seasoned investors can make mistakes that can impact their returns. ....

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Liquid Funds | Apr 08, 2024

Understand the Dynamics: Overnight Funds vs. Liquid Funds vs. Ultra Short-Term Funds

Understand the Dynamics: Overnight Funds vs. Liquid Funds vs. Ultra Short-Term FundsWhen it comes to parking your surplus cash or optimizing your investments for short-term gains, navigating the realm of mutual funds can be both enticing and perpl....

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ELSS | Mar 21, 2024

Can Tax Saving help you create wealth?

ELSS is an Equity Linked Saving Scheme from Mutual Fund that can help you create enormous wealth. See the journey of wealth creation by ELSS funds in this video. #Fundvaliz #niveshsimplified #SIP #Investing #mutualfunds

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BIAS | Feb 21, 2024

Avoid Recency Bias in Driving & Investing!

Learn how this mental trap can cloud your judgment on the road and in the market. Discover strategies to make smarter decisions behind the wheel and with your finances.Click to watch and avoid costly mistakes!#niveshsimplified #fundvaliz #mutualfu....

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Mutualfund | Feb 20, 2024

Millennial Money Moves: Navigating Mutual Funds for the Next Generation

Millennial Money Moves: Navigating Mutual Funds for the Next GenerationHey there! If you`ve ever thought about saving or investing your hard-earned money, you might have stumbled upon the term mutual funds. Pretty daunting, right? Especially with ....

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Retirement | Feb 05, 2024

The Imperative "Why" of Retirement Planning for Entrepreneurs

The Imperative "Why" of Retirement Planning for EntrepreneursIntroductionIn the dynamic landscape of entrepreneurship in India, the significance of retirement planning often takes a back seat amidst the challenges and ambitions of growing a busine....

Mutualfund | Jan 23, 2024

From Zero to Hero: Your Mutual Fund Journey Starts Now

From Zero to Hero: Your Mutual Fund Journey Starts NowWelcome, fellow financial explorers! Investing can seem like a daunting trek up Mount Everest, but fear not – your trusty Sherpa, the mutual fund, is here to guide you to the summit of financia....

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Financial Planning | Jan 03, 2024

Empower Your 2024 with Financial Resilience!

Finance: Shield your future with proper insurance, master the art of emergency planning, ensure mistake-free financial management, and embark on a journey of strategic investments aligned with your goals. Let`s make this year financially unstoppab....

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Mutualfund | Jan 01, 2024

Transform Your Extra Income: Best Areas for Mutual Fund Investments

Transform Your Extra Income: Best Areas for Mutual Fund InvestmentsAre you looking to maximize your extra income? Do you want to make your money work for you and generate more returns? If so, investing in mutual funds may be the perfect solution f....

Financial Planning | Dec 18, 2023

Financial Planning for Couples

Financial Planning for Couples in IndiaIntroductionMoney can be a touchy subject for many couples, but fear not! In this article, we`ll explore the world of financial planning for couples in India. Whether you`re newlyweds or have been together fo....

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Mutualfund | Dec 13, 2023

The Butterfly Effect Small Steps to Big Wealth Thanks to Mutual Funds

The Butterfly Effect: Small Steps to Big Wealth, Thanks to Mutual FundsIn the vast and intricate world of finance, where big moves often dominate headlines, there`s a beautiful concept known as the butterfly effect. This phenomenon suggests that a....

Mutualfund | Dec 05, 2023

From Cricket Pitch to Financial Field

From Cricket Pitch to Financial Field: Mutual Funds Taking the LeadCricket and finance might seem like an odd pairing, but when you take a closer look, you`ll find that the strategies that lead to victory on the cricket field can also be applied t....

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Mutualfund | Dec 04, 2023

Unlocking Financial Wisdom

Don`t Settle for Half-Pictures! ????? When it comes to investments, seeing the whole picture is crucial. Many fall into the trap of one-eyed investing, like relying solely on fixed-income products. ?? Inflation can silently erode returns. ?? Disco....

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Mutualfund | Nov 23, 2023

Optimize Your Wealth: Unleashing the Potential of Systematic Transfer Plans!

Discover the art of wealth accumulation through Systematic Transfer Plans! In this video, we dive deep into the strategy, benefits, and how to make the most of your investments. Let`s embark on a journey to financial prosperity together! ???? #Inv....

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Balance Advantage Funds | Oct 26, 2023

Unpacking the Benefits of Balance Advantage Funds for Investors

Unpacking the Benefits of Balance Advantage Funds for Investors Investing in mutual funds can be a great way to grow your wealth and achieve your financial goals. However, many investors are often concerned about the risks associated with in....

Retirement | Oct 20, 2023

Life After Retirement

Life After RetirementRetirement is an exciting phase filled with opportunities, personal growth, and leisure. To maximize these golden years, a solid retirement savings plan is crucial. Here are insights to help retirees navigate their financial j....

Mutualfund | Oct 16, 2023

How to build diversified portfolio with Mutual funds

Unlocking Wealth: Mastering the Art of Building a Well-Balanced Portfolio through mutual funds Investing in mutual funds is an excellent way for individuals to diversify their investment portfolio and potentially earn higher returns. Howeve....

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Mutualfund | Oct 04, 2023

Market Risk in Mutual Funds: How Long-Term Investing Reduces Risk

Market risk is a risk that all investors face, but it can be reduced by investing for the long term and diversifying your portfolio. Mutual funds are a great way to diversify your portfolio and invest in the stock market with professional manageme....

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Mutualfund | Sep 18, 2023

Mutual Funds VS Traditional Investing

Mutual Funds: Better option than traditionally investing in individual security.Are you tired of the traditional investment options that seem to have limited returns? Looking for an alternative that can potentially provide higher returns while min....

Personal Finance | Sep 04, 2023

Mind over Money

Mind over Money: Mastering the Mental Game for Financial TriumphIntroductionWe all strive for financial success and stability in our lives, but the path to achieving it can often be challenging. While it is essential to develop a solid understandi....

SIP | Sep 01, 2023

The Ultimate Guide to Top up SIPs

The Ultimate Guide to Top-up SIPs: Why Every Investor Should Consider this Smart StrategyIntroductionInvesting in mutual funds through a Systematic Investment Plan (SIP) has gained tremendous popularity among young investors. It offers a disciplin....

Personal Finance | Aug 31, 2023

Unveiling the Secrets of Familiarity Bias

Unveiling the Secrets of Familiarity Bias: The Hidden Factor Affecting Your Investment DecisionsAre you confident in your investment decisions? Do you ever wonder why you have a tendency to invest in familiar companies or industries? If so, you ma....

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Retirement | Aug 18, 2023

Secure Your Retirement with Systematic Withdrawal Plans

"Secure Your Retirement with Systematic Withdrawal Plans: Building a Better Future Together!" Unlocking Retirement Bliss: The Power of Systematic Withdrawal Plans In this video, we delve into the ingenious concept of Systematic Withdrawal Pl....

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Mutualfund | Aug 14, 2023

The Pilot of Your Investment Portfolio

Have you ever been on a plane that hit turbulence? It can be a very bumpy ride, and it can be hard to stay calm. But if you have a good pilot, you know that they will get you through it.Investing in mutual funds is a lot like flying a plane in tur....

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Life insurance | Aug 14, 2023

Safeguard Your Future with Term Insurance: A Guide to Pure Risk Life Coverage

Safeguard Your Future with Term Insurance: A Guide to Pure Risk Life CoverageLife is unpredictable. It throws unexpected challenges at us constantly, leaving us grappling to protect our loved ones and secure our future. Whether you`re a young prof....

Compounding | Jul 18, 2023

Compounding

Power of CompoundingIntroductionInvesting is a crucial aspect of financial planning, and understanding the power of compounding can significantly impact one`s long-term financial well-being. As an individual starts earning their first salary, it i....

Mutualfund | Jul 17, 2023

Where to Invest Small Cases or Mutual Funds

Where to Invest: Small Cases or Mutual FundsMutual funds are a very popular investment option with retail investors. However, small cases have also started to catch investors’ fancy. Mutual funds are not the same as small cases, even though they m....

Women | Jun 28, 2023

Women And Financial Wellness

5 Easy Steps that Women Can Act to Focus on Financial WellnessIn this day and age, we see a lot of women in the workforce and making significant strides in their professional careers. Most of these women also take home a hefty amount of salary.See....

Personal Finance | Jun 19, 2023

Should You Invest in REITs

Should You Invest in REITs?Today’s investors have several investment options to fulfill their different goals: income generation or building wealth. And REITs are one such new investment avenue.From a global context, REITs are nothing new. But it ....

Mutualfund | Jun 12, 2023

What is HUF or Hindu Undivided Family

What is HUF or Hindu Undivided Family?According to suitability, there are various ways of doing business in India, but the government has recognized that family businesses should also be regulated and incorporated. Hindu Undivided Family (HUF) is ....

Mutualfund | May 15, 2023

A guide to understanding annuities

Are Annuity Plans Right for You? A Guide to Understanding AnnuitiesAnnuities are an attractive option for retirees seeking a reliable source of income. However, before making any decisions, it is important to understand what annuities are and how ....

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NRI investments | May 12, 2023

: Ensuring the Safety of Your Investments: A Look at Fundvaliz's Robust Security Measures

Security is a top priority when it comes to managing investments online. Fundvaliz takes the security of its users seriously and has implemented various measures to ensure their investments are safe and secure. Encryption Fundvaliz uses ....

Mutualfund | May 08, 2023

Mutual Fund Terms You Need to Know

Mutual Fund Terms You Need to KnowAre you confused by the jargon used in mutual funds and unsure how to navigate investing in them? Mutual funds can be an ideal investment option for those seeking a diversified portfolio without having to purchase....

Personal Finance | Apr 25, 2023

Don't Leave Your Family's Future to Chance: The Importance of Having a Will

Don`t Leave Your Family`s Future to Chance: The Importance of Having a Will Imagine you have worked hard throughout your life for your family so that they can benefit from your hard work, but due to not clarifying which part of your estate w....

SIP | Apr 17, 2023

Sustainable development is the future. Do you know how you can be a part of it?

Sustainable development is the future. Do you know how you can be a part of it?India is witnessing the highest rise in carbon emissions as per COP27, which is a great concern for the government and the citizens. However, the positive thing is that....

Life insurance | Apr 03, 2023

Insurance Plans, and how can these be beneficial

What are Top-up Health Insurance Plans, and how can these be beneficial?When you order a pizza, the billing executive usually asks whether you need any top-up of cheese, olives, chicken, or other toppings over the basic pizza you ordered. So, thes....

NRI investments | Mar 13, 2023

Can NRIs Invest in Mutual Funds in India

Can NRIs Invest in Mutual Funds in India?Are you an NRI looking to invest your money in mutual funds in India? Look no further!In this blog, we will cover in detail if you can invest in mutual funds as an NRI, the process to invest, and the taxati....

Life insurance | Mar 06, 2023

Family Floater Or Individual Health Insurance Plan

Family Floater Or Individual Health Insurance PlanHow many times have you encountered the quote "Health is Wealth"? Probably many times.Though we all know our health should be our top priority, we often ignore it. We know good health comes from he....

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Personal Finance | Feb 24, 2023

Mind your money : How your mindset impacts your finances

Mind Your Money: How Your Mindset Impacts Your FinancesMoney might be a tricky topic. Want to know what makes an individual successful with their money? It`s their Money Mindset. Your money mindset can affect every aspect of your financial life, f....

Fixed deposits | Feb 13, 2023

Debt Mutual Funds vs Bank Fixed Deposits: A Better Option for Low-Risk Investors

Debt Mutual Funds vs Bank Fixed Deposits: A Better Option for Low-Risk Investors For many investors, fixed deposits (FDs) offered by banks have been a traditional low-risk investment option. However, with the growth of the mutual fund indust....

Equity | Feb 03, 2023

5 things to do in a volatile market

5 Things to Do in A Volatile MarketMarket volatility is not a new concept when investing in the stock market. Volatility technically means the standard deviation of the stock market returns using the mean. In simpler terms, the change in the price....

Investing | Jan 30, 2023

Why Mutual Fund Investors Should Not Stop SIP

Why Mutual Fund Investors Shouldn`t Stop SIPs In This Economic SlowdownWith the looming recession fears, many investors are pausing their SIPs. It has also been historically observed that investors tend to stop their SIP investments during an econ....

Goal Planning | Jan 23, 2023

Investing in mutual fund with goal

What happens when you invest in mutual funds with a goal?The times were gone when there were only a few selected schemes that existed, and you had to choose one of them. Nowadays, mutual fund houses offer different schemes, and you can invest in t....

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Fundvaliz Video | Jan 18, 2023

Mouse and Grain

Residual income is passive income that comes in every month whether you show up or not.It’s when you no longer get paid on your personal efforts alone, but you get paid on the efforts of hundreds or even thousands of others and on the efforts of y....

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Personal Finance | Jan 16, 2023

How To Convince Your Parent to Invest

How To Convince Your Parent to Invest?In an era of rising inflation, traditional investment schemes like FDs, Sovereign gold bonds, and savings bank accounts are not providing the returns you need to beat the inflation rate. You might invest in in....

Gold | Jan 02, 2023

Pros and cons of investing in physical gold

Gold on Your Mind? Pros And Cons of Investing in Physical GoldGold is not only an attractive investment in the case of market stress but also Indians use gold auspiciously and consider it a sign of wealth. To put it into perspective, India is the ....

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Fundvaliz Video | Dec 20, 2022

Win a cricket match

The Balance Fund is like to win a cricket Match. Cricket needs two kinds of batsmen, one who can anchor innings and one who can take innings forward in a faster runrate. This is the combination we want to win matches. This is the combination we....

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National Pension Scheme | Dec 19, 2022

Retirement Fund Vs National Pension System

Retirement Mutual Fund Vs NPS: Which one is better for you?After retirement, life offers fresh experiences. It is time you start enjoying your life stress-free. But it can only happen if you have sufficient funds, as working in old age seems a lit....

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Fundvaliz Video | Dec 12, 2022

Retirement solutions.

Retirement solutions.How to manage your retirement moneywise.#niveshsimplified #fundvaliz #mutualfundsahihai #investment

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Women | Dec 12, 2022

Financial Literacy for Women

Money Matters: Why Financial Literacy is Important for Women Women have always been in charge of the household finances. Still, in recent years they have taken on more financial responsibility outside the home. Financial literacy is importan....

Investing | Nov 21, 2022

Business Cycle Funds

Should you invest in business cycle funds? Like the climate, which has seasonal cycles, the economy also goes through cycles. Business cycles are a sort of variation that may be seen in the overall economic activity of a country. A business c....

Investing | Nov 14, 2022

Whether to go for mutual funds or PMS

Whether to go for mutual funds or PMS?Portfolio Management Services (PMS) may sound like mutual funds. Are you confused between PMS and Mutual Funds? While there are similarities, they are not the same.Before understanding the differences between ....

Fundvaliz Video | Nov 11, 2022

Asset_Allocation_and_Diet_

An asset allocation plan is based on your personal circumstances, goals, time-horizon, and need and willingness to take risk.Understanding this asset allocation and investing creates wealth.#niveshsimplified #fundvaliz #mutualfundsahihai #investment

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Fundvaliz Video | Nov 07, 2022

Diversify your portfolio like royal family trip

“How many millionaires do you know who have become wealthy by investing in savings accounts?”Diversification is key to wealth creation.Invest in best diversified portfolios for Wealth Creation on Fundvaliz.#niveshsimplified #fundvaliz #mutualfunds....

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Debt Markets simplified | Nov 07, 2022

Dynamic bond funds

Bond Funds That Play “Duration” For Capital AppreciationDynamic, meaning it can change according to your requirements. But, you might be wondering how such a word can apply in the context of investments.Before understanding Dynamic Bond Funds’, we....

Mutualfund | Oct 17, 2022

Mutual Funds - Expectation vs Reality

Mutual Funds - Expectation vs RealityMutual funds are no more an unknown tool or hidden investment option. Investing your savings in today`s day and age can be pretty overwhelming. Investment through mutual funds is so accessible to the public. At....

Personal Finance | Oct 10, 2022

How to get excited about savings?

How to get excited about savings?Everyone wants to have some savings, but most are unable to achieve their goals, primarily because the journey can be lengthy and monotonous because it requires discipline. You can, however, change this by making t....

Mutualfund | Sep 26, 2022

Mutual Funds Facts

7 Facts About Mutual Funds That Will Impress Your Friends"Mutual Fund Sahi Hain"Almost everyone in the country has heard the above line in advertisements.Mutual funds are professionally managed funds that diversify the portfolio and aim to provide....

Millenials | Sep 21, 2022

How is investment significant for millenials

Why is investment significant for millennials?If you are born between 1981 and 1996, you are a millennial. Millennials are highly ambitious and passionate about money and growth. At the same time, having bad spending habits and `living in the mome....

Personal Finance | Sep 12, 2022

What is inflation?

What is inflation? Inflation refers to the hike in the prices of goods and services in an economy over time. The hike in prices signifies that purchasing power of the currency reduces or fewer goods and services can be purchased with the sam....

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Fundvaliz Video | Sep 07, 2022

Behaviour Finance

Dont let your old set of beliefs to stop you from investing into equity. Break the chain. Invest into wealth creating funds through Fundvaliz. #Fundvaliz #niveshsimplified #MutualFunds #equity#niveshsimplified #fundvaliz #mutualfundsahiha....

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Millenials | Sep 05, 2022

How can millennials start saving?

How can millennials start saving?Investing seems like rocket science for a millennial, but it`s not. So let`s understand who millennials are? Millennials belong to that age group who were born between 1981 and 1996.There were times when savings we....

Mutualfund | Aug 29, 2022

5 Elements That Affect Asset Allocation

5 Elements That Affect Asset AllocationAsset allocation is like the art of cooking. And just like with cooking, there are numerous elements such as the recipe, the ingredients you`re using, and external factors that affect your end product. This b....

Investment Myths | Aug 26, 2022

How To Become Financially Literate?

How To Become Financially Literate?Have you ever come across the term "financial literacy"? Does the term sound complicated to you? Do you consider yourself financially literate?In this blog, we will learn about financial literacy, why it is impor....

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Fundvaliz Video | Aug 25, 2022

Bharat Ki Khoj with Mr Nilesh Shah MD Kotak Mutual Fund a snippet

“Your economic security does not lie in your job; it lies in your own power to produce—to think, to learn, to create, to adapt. That’s true financial independence. It’s not having wealth; it’s having the power to produce wealth.” What does it t....

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Debt Markets simplified | Aug 16, 2022

Where can debt fund investors invests?

Where can debt mutual fund investors invest in a rising interest rate scenario?The Reserve Bank of India, in its bi-monthly monetary policy held in June, hiked its key interest rate by 50 bps. This comes on the back of a 40 bps hike done between t....

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Fundvaliz Video | Aug 10, 2022

Bharat Ki Khoj with Mr Nilesh Shah MD Kotak Mutual Fund a snippet

Life without Artha is Nirartha. From individual to country everyone needs to earn money and create wealth, When one establishes wealth then only people respect it. Every single one of us needs to create wealth, Lets invest and create wealt....

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Budgeting | Aug 01, 2022

Why can't we stick to our budget plan?

Why can`t we stick to our budget plan? Did you know that the word budget comes from the French word `bougette`, which means a small leather purse? While most of you would not have known the antiquity of the term, most of you would understand ....

Mutualfund | Jul 28, 2022

Value investing or growth investing.

Value Investing vs. Growth Investing: Which of These is Right for You? When looking at stocks and shares, there are two main strategies you can use to invest. They are value investing and growth investing. Value versus growth, which is it....

Investing | Jul 18, 2022

Digital Rupee

What Is Digital Rupee?The demand for private cryptocurrency has witnessed tremendous demand in the last few years. Many illegal activities and money laundering have taken place through private cryptocurrency transactions. And the government of Ind....

Taxation | Jul 11, 2022

Tax on digital assets

All That You Need to Know About Tax on Cryptocurrency & NFT Taxes on digital assets were pretty vague up to Budget 2022. The finance minister didn`t notify the tax structure on corporate or individual levels. But, under new norms, all pr....

Taxation | Jul 04, 2022

Taxation on ELSS

Do You Know How Your ELSS Gains Are Taxed?Equity Linked Savings Scheme (ELSS) is a tax-saving mutual fund you can invest in and reduce your taxable income. However, the gains made from ELSS investment are taxable. What differentiates ELSS from ot....

Women | Jul 01, 2022

Woman and Investment

Hey Woman! It’s Time to Take Control of Your Money Women of today are different. They have gone places and made big strides in all fields. Women take charge of their career and don multiple hats. While many women go for solo trips around the ....

Taxation | Jun 28, 2022

ELSS And NPS: What's The Difference?

ELSS And NPS: What`s The Difference?Saving on taxes is a crucial aspect of financial planning and wealth creation. There are various avenues available for individuals to invest in reducing their tax burden. For example, you can reduce your taxable....

Investing | Jun 06, 2022

7 Money Things You Should Do Before Hitting 30

7 Money Things You Should Do Before Hitting 30For most of us, reaching the age of 30 is like entering a new phase in life. In our mid-20s, we take life more seriously and approach this milestone with a more mature attitude. If you have a partner o....

Debt Markets simplified | May 30, 2022

Debt Mutual Fund Terms To Know Before Investing

5 Debt Mutual Fund Terms That You Need to Know Before InvestingWith the low-interest rates on traditional saving instruments, many individuals are looking at different investment options to protect their capital and earn stable returns. Debt mu....

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Fundvaliz Video | May 19, 2022

Bharat Ki Khoj - Interview of Mr Nilesh Shah, Group President & MD Kotak Mutual Fund by Pawan Mehar.

Fundvaliz Presents Nivesh Simplified - Bharat Ki Khoj. Mr Nilesh Shah, Group President & MD, Kotak Mutual Fund talks candidly about Bharat ki Khoj with Mr Pawan Mehar Founder of Fundvaliz. In the first part of the interview Mr Nilesh sha....

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Children | May 13, 2022

Investing in Mutual Funds in the Name of a Minor

How can I invest in a mutual fund in the name of my minor child?If you are a parent or going to be a parent, then it is obvious that you want your kids to have the best of everything. So, you need to plan for your child’s education if you want ....

Asset Allocation | May 06, 2022

3 Asset Allocation Strategies

3 Asset Allocation Strategies That You Need to Know Most of us want to reduce the risk and get a better outcome in our investment portfolio or other areas of life. And, one of the ways to improve investment returns is through asset allocation....

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Fundvaliz Video | May 05, 2022

Toothpick returns

The stock market is a device for transferring money from the impatient to the patient. – Warren Buffett Discipline in the market is the most important aspect of long-term wealth creation. #niveshsimplified #fundvaliz #mutualfundsahihai #....

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Loans | Apr 23, 2022

Loan against mutual fund units

How Mutual Fund Investment Can Help You During EmergenciesPreparing for emergencies is the first step in any financial plan. Having a certain amount of money parked in a savings account or liquid fund can help to tide over difficult scenarios. How....

Personal Finance | Apr 18, 2022

How couples can invest in Mutual Funds

4 Things That Couples Should Keep in Mind While Investing In Mutual Funds If you are married, you may spend a lot of time with your better half, helping them solve their problems, planning vacations or just relaxing at home. However, coup....

National Pension Scheme | Apr 15, 2022

National Pension System

Basics of National Pension System The National Pension Scheme (NPS) is a retirement solution that aims to help individuals plan for retirement and help accumulate wealth. Through regular contributions, users can get the provision of a monthly....

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Fundvaliz Video | Apr 13, 2022

Elephant & Dog story

How do you want to create wealth? What kind of wealth do you want to create? The wealth we create will be defined by the approach we have. Watch this story of Elephant and Dog to understand an analogy about wealth creation. #niveshsimplifi....

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Personal Finance | Apr 01, 2022

5 Things To Do At The Start Of The Financial Year

5 Things To Do At The Start Of The Financial Year The new financial year 2022-2023 is here. If you want to become disciplined with your finances, doing certain things at the start of a new financial year can simplify your financial planning n....

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Fundvaliz Video | Mar 28, 2022

To win a cricket match

A cricket team requires to have a batsman who can take singles to rotate the strike and those who can hit 4s and 6s. Investment too requires who can take the single taking lesser risk and also those which hits and generate higher returns. Wa....

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Fundvaliz Video | Mar 25, 2022

Importance of Goals.

Investing without a goal is going clueless with your money. Watch this video to understand why setting a goal is the most important aspect of investing. #niveshsimplified #fundvaliz #mutualfundsahihai #investment

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Children | Mar 24, 2022

Child Education Planning

Why Should You Plan for Your Child’s Education? Saving and planning for your child`s education can be a daunting task for many parents. The level of responsibility and the amount of money that one has to save and invest requires a lot of wis....

Mutualfund | Mar 14, 2022

Borrowing against mutual fund Units

How Mutual Fund Investment Can Help You During Emergencies Preparing for emergencies is the first step in any financial plan. Having a certain amount of money parked in a savings account or liquid fund can help to tide over difficult scenari....

Investing | Mar 11, 2022

Bonus & Increment

By now your organisation must have handed out the bonus and increment. If you are one of the few lucky people to receive an increment and bonus or at least one of the two, it is crucial that you use it wisely and don’t squander it. Planning you....

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Fundvaliz Video | Mar 08, 2022

Fundvaliz Nivesh Simplified on Women's Day with Swati Kulkarni, Fund Manager - UTI Mutual Fund.

Welcome to Fundvaliz Nivesh Simplified,At Fundvaliz Nivesh Simplified We bring to our listeners very eminent personalities in the investment world and understand their ways of investing.Our Objective of the Fundvaliz Nivesh Simplified show is to s....

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Mutualfund | Mar 01, 2022

Why you should stop looking at "Past Performance"

Have you ever got stuck up in traffic? I am sure you have. Just imagine your car is new brand with powerful engine, but unable to move an inch because of heavy traffic. And you get what? Frustrated! What happens when you cannot move but the sma....

Mutualfund | Feb 25, 2022

What to do if there is LOSS in Mutual Funds

What to Do if You Are Losing Money in Mutual Funds? The performance of the underlying securities and the broader markets are two factors that decide whether your mutual fund portfolio will be in green or red. Mutual funds don’t guarantee ....

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Fundvaliz Video | Feb 25, 2022

Roller Coaster

Correction is Temporary, Growth is Permanent. The wealth creation journey through Mutual Funds is not a straight line of growth, it takes investors on a roller coaster ride. Watch this video which shows why riding a roller coaster till the....

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Fundvaliz Video | Feb 22, 2022

Cricket & Investment.

In investing and in cricket, you are given a multitude of opportunities. How to react to these opportunities is completely up to you. #niveshsimplified #fundvaliz #mutualfundsahihai #investment

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Debt Markets simplified | Feb 15, 2022

What Debt fund means to investors

Everything You Wanted to Know About Franklin Templeton Winding 6 Funds In the last few days, debt funds and Franklin Templeton have been news. This has resulted in panic among debt fund investors. In this article, we will explain the scena....

Taxation | Feb 01, 2022

What should you choose to save tax?

ELSS vs PPF: Which Tax Saving Instrument Is Better “...but in this world nothing can be said to be certain, except death and taxes.” Benjamin Franklin While we can’t get clever with death, we can be smart with taxes and save our hard ea....

Life insurance | Jan 31, 2022

Why term insurance?

Why you should get term insurance right now We all love our families and want the best for them. We try to fulfil their wishes to the best of our abilities. One easy and simple way to show your love for your family and to make sure that they ....

Personal Finance | Jan 25, 2022

Why being a miser in these 3 aspects is not a good idea.

From our childhood, we are taught not to waste money and always go for the cheapest available option. But not all things that appear to be expensive are bad for your pocket. Some of the things have far fetching positive impacts, help us save us....

Personal Finance | Jan 11, 2022

Top 5 Financial mistakes of investors.

5 top financial mistakes to stay away from To err is human. We make mistakes all the time, whether it is our professional life or personal life. These mistakes help us to make the right decisions. We also make a number of financial mistake....

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Fundvaliz Video | Jan 10, 2022

Mahabharat

#niveshsimplified #fundvaliz #mutualfundsahihai #investment

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Fundvaliz Video | Jan 03, 2022

EMI Vs SIP

When you buy a dream house you are creating an asset, But EMI of Loan also comes with huge interest attached to it. Can we create a strategy that helps to lessen the impact of EMI? Start a SIP - This video shows a practical and simple metho....

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SIP | Dec 24, 2021

Want to know your SIP returns? Calculate it using

Want to know your SIP returns? Calculate it in 3 Simple steps using XIRR Do you invest in mutual funds through a Systematic Investment Plan (SIP)? Or, do you invest in mutual funds from time to time? For most of us, investments and redemptio....

Debt Markets simplified | Dec 15, 2021

What are Target maturity funds

Want inflation-beating predictable returns? Check out Target Maturity Funds Are you looking for a mutual fund that gives you predictable returns without stock market investments? You may look at target maturity funds. Target maturity fun....

Risk | Nov 25, 2021

Understanding Risk

Personal finance is everything to do with managing your money and Saving and investing. We are sharing series of articles where we shall discuss 9 useful personal finance concepts which everyone should know and learn. In this first part we s....

Investing | Nov 10, 2021

Understanding Return

Understanding Return Calculating return would have been easier, if we had been investing exactly for one year. But that doesn’t happen in practical world. Investment is normally done in staggered manner and each investment is not kept for sa....

Personal Finance | Nov 03, 2021

Money lessons from Diwali

4 Money Lessons from Diwali Diwali is the festival of lights, and we all celebrate Diwali with lot of pomp and enthusiasm. Families clean homes, get together, exchange gifts, light lamps, etc. It is also the time when many people make big ti....

Asset Allocation | Nov 01, 2021

Understanding-Asset-Allocation-Fundvaliz

As the classic proverb says, ’Don’t put all eggs in one basket’, Investor also must diversify his/her portfolio into different asset classes.Why? The reason is very obvious – to reduce the risk. There are mainly 5 asset classes, namely; Equity, D....

Life insurance | Oct 15, 2021

Types of Life Insurance Policies

5 Types of Life Insurance Policies When we think about money, the first thing that comes to our mind is investments and the rate of returns that these investment options can fetch. We tend to delay buying a life insurance cover as most of us ....

Investment Myths | Oct 07, 2021

7 Myth about Mutual Funds

7 Mutual Funds Myths That You Should Ignore Do you want to invest in mutual funds? But you don’t have enough understanding about it or do you think that mutual funds are not for you based on what others have said? Well, don’t worry. We are he....

Mutualfund | Oct 01, 2021

Transmission of mutual funds

How Can You Claim Mutual Fund Units After Death of the Holder? Most of us invest in mutual funds or other investment options to achieve our individual and family member’s life goals. But do you know the process that your loved ones have to c....

SIP | Sep 27, 2021

Three features - SIP, STP and SWP

The three systematic ways to manage mange your investment and withdrawal: Raise your hand if you have ever heard about SIP? However, do you know everything that you should know about SIP? In this article, we will dig deep to understand how S....

SIP | Sep 20, 2021

Tax on SIP

Know how SIP investments taxed For the last few years, Systematic Investment Plans (SIPs) have become one of the popular ways to invest in the markets through mutual funds. However, before the reintroduction of Long-Term Capital Gains (LTCG) ....

Mutualfund | Sep 15, 2021

Quant Mutual Funds

Everything that You Need to Know About Quant Mutual Funds Artificial intelligence (AI) and Machine Learning (ML) have become a part of our daily lives. From navigation through Google Maps and social media feed, we can find the presence of AI....

Personal Finance | Sep 15, 2021

Steps to never run out of money

Simple Steps to Never Run Out of MoneyDo you earn a handsome amount of money but have no clue where your money goes? Do you run out of money every month?This blog is about the best ways of staying in control of your finances and never run out of m....

Gold | Sep 01, 2021

Sovereign Gold Bonds

Is Sovereign Gold Bonds a good investment option? Diversification is one of the essential facets of financial planning. Diversification helps investors to minimise their portfolio losses. It is because different investment options react diffe....

Mutualfund | Sep 01, 2021

Active fund vs Passive fund

Active funds vs passive funds: Which one should you choose? Mutual funds have become a hot topic of discussion among everyone. The general curiosity among people about mutual funds have increased, especially after the ‘ Mutual Fund Sahi Hai’....

SIP | Aug 30, 2021

SIP and present bias

How SIP takes care of Present Bias? You must have heard about the Systematic Investment Plan and the importance of setting up a SIP. But what is the reason behind Systematic Investment Plan or automating your savings and investments? This ....

Investing | Aug 25, 2021

Should You Invest in REITs?

Should You Invest in REITs? Today’s investors have several investment options to fulfil their different goals: income generation or building wealth. And REITs is one such new investment avenue. From a global context, REITs are nothing new.....

Fixed deposits | Aug 20, 2021

Should you invest in debt mutual funds or FDs?

Capital safety, the rate of returns, lock-in period and taxation are some of the key features those can help you select between debt mutual fund and fixed deposits. When it comes to investing, for many of us safety comes first and returns co....

Taxation | Aug 18, 2021

Features of ELSS funds

12 Features of ELSS funds Equity Linked Savings Scheme is a type of equity mutual funds that offers tax saving and wealth creation. Here are a few unique characteristics of ELSS that make it an ideal investment option. 1. What is Equity Li....

SIP | Aug 16, 2021

Should You continue or stop your SIP?

Recently the data published in one of the new websites said that `New SIP growth falls 61% from April to December.` What does it mean? Does it mean that investment through SIPs is no longer attractive? Does it mean that Investors are moving awa....

Debt Markets simplified | Aug 10, 2021

Should i repay debt or invest?

Confused between paying off debt and investing? Here’s how to do it All of us have financial goals. While some want to buy a house, few would want to travel the world. And there are broadly two ways through which you can fulfil these goals i....

Investing | Aug 04, 2021

Self serving Bias

Understanding Self-Serving Bias & Why You Need To Take Responsibility How many times have you boosted your talent when things went right and luck when things did not go as planned? Most of us have done this multiple times and we are like....

Mutualfund | Aug 02, 2021

Sectoral Funds

Sectoral Funds: Advantages & Disadvantages Many times, we get news that tells us about a particular sector such as banking sector or pharma sector beating the broader equity market. While such news may have piqued your interest in sectora....

Retirement | Jul 16, 2021

Save tax and Plan retirement with Mutual Funds

For most Indians, retirement is the most ignored financial goals. From the beginning of career we start chasing short term goals which gives us short term gratification like buying a car, buying a New smartphone, vacation etc. Most of our savin....

Mutualfund | Jul 13, 2021

Riskometer

All You Need to About the New Riskometer Does the risks associated with investing in mutual funds scare you? The market regulator, The Securities and Exchange Board of India (SEBI) has revamped the existing Risk-o-meter to make it easier ....

Retirement | Jul 07, 2021

Retirement cannot be financed

What’s your retirement plan? Let’s play a small game. Pick the odd one out: Home Vacation Car Retirement Education Dream Wedding Could you figure the odd one out? It is retirement.You can take a loan for everything e....

Investing | Jul 05, 2021

Recency Bias

Everything You Need To Know About Recency Bias We have all tried to butter up our parents; days before asking for permission to go out to party, haven’t we? Hoping that based on your recent behavior, they’d grant you the permission? Even our ....

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Investing | Jul 01, 2021

Real Estate Investment Trust Funds & Mutual Funds

What is REITs and REIT mutual fund? What is REIT? The financial market is expanding with the growth of new investment instruments, and one such investment option is REIT. A Real Estate Investment Trust (REIT) is a company that owns or oper....

Goal Planning | Jun 28, 2021

Prioritise Your Financial Goals

4 Ways to Prioritise Your Financial Goals Most of us have many financial goals. Buying a car, buying a house, vacations are few of the different financial goals. However, if we list all our financial goals, we may get overwhelmed looking at t....

Investing | Jun 25, 2021

Power of compounding

Know how the power of compounding works Imagine a snowball rolling down a mountain. What will you see? As the snowball rolls down the mountain, it gathers snow and becomes a bigger ball. Compound interest does the same thing to our money. Co....

Budgeting | Jun 23, 2021

Planning for your splurges

Having a hard time following your budget? Plan for your Splurges We all work hard to earn money. Saving and investing money is essential, as it can help you have a better future. After taking care of necessary expenditures and investments, y....

Debt Markets simplified | Jun 21, 2021

Overnight funds

All You Need to Know About Overnight Mutual Funds Did you know you can invest in a mutual fund for a day? Yes, you can invest for a day in an overnight fund. What are Overnight Mutual Funds? Overnight fund is a type of debt fund that inv....

SIP | Jun 21, 2021

Myths of SIP

Top 6 Common SIP Myths Systematic Investment Plan (SIP) is on everyone`s lips. The various campaigns done by the mutual fund companies and industry has ushered SIP revolution in the country. According to the data from the industry trade ....

Investing | Jun 18, 2021

Overconfidence Bias

Do you have overconfidence bias? Find it out We all are familiar with the word ‘overconfidence’. While confidence is good and very much required, overconfidence tends to blur our rational decision-making capacity. There is a thin line between....

NRI investments | Jun 18, 2021

Mutual funds for NRI

Are you an NRI? Here’s Everything You Need to Know about Mutual Fund Mutual fund is a popular investment tool for individuals as it helps them to achieve their financial goals. Mutual fund is for everyone as it comes in different shapes and ....

Mutualfund | Jun 16, 2021

Multi cap funds to undergo changes.

Multi cap fund is a category of equity mutual fund that can invest in stocks of all sizes such as large cap, mid and small-cap stocks. According to the SEBI’s earlier definition, multi cap funds have the flexibility to invest in different categ....

Taxation | Jun 16, 2021

New Tax Regime or Old Tax Regime

Time to Choose Your Pick: New Tax Regime or Old Tax Regime? It is again the time of the year when you have to submit your investment details to your employer. This year, you will have to choose between the old tax regime or the new tax struc....

Asset Allocation | Jun 14, 2021

Multi asset allocation funds

Multi Asset Allocation Funds: Features & Limitations Markets change all the time. During the early part of 2020, everyone’s eyes were on gold prices and international equities. And, now the equity markets are back to the pre-pandemic lev....

Investing | Jun 09, 2021

Loss Aversion bias

Do you suffer from Loss Aversion bias? Losses pinch us harder than gains. Whether it is a loss of a friend or losses in investing, losses tend to have larger control over our lives. We may like to think that we make sound decisions, espec....

Liquid Funds | Jun 07, 2021

Liquid Funds Vs Arbitrage Funds

Liquid Funds Vs Arbitrage Funds There are different mutual funds, and they serve different purposes. Some mutual funds help to achieve long-term goals while other funds cater to our immediate cash requirements. Liquid funds and arbitrage f....

Mutualfund | Jun 03, 2021

Liquid Fund

Importance of Liquid Funds Are you worried about the impact of declining interest rates on your savings account and fixed deposits? If you are looking for an option where you can park your money at minimal risk and get higher returns tha....

Personal Finance | Jun 01, 2021

Lessons from Yoga

5 Investment Lessons from Yoga Most of us are aware of yoga and its multiple benefits. Theseadvantages of yoga have made it popular among individuals in different stages of their life. Regular and correct yoga practice can boost physical and....

Millenials | May 26, 2021

Investment tips for Youngistan

Investing as a newbie After one lands in a job, the first thing that most parents will tell is to save money. Saving money, especially for someone who is in their first job and living alone in a big city, may not be easy. But it is also not ....

Mutualfund | May 25, 2021

International Funds

What are International Funds? Should you invest in International Funds? We all use Google, Facebook, and Amazon on a day-to-day basis. But have you thought about investing in these companies? International funds lets you invest in internatio....

Investing | May 24, 2021

Importance of Portfolio review

While investing for any specific goal, we always assume some rate of return from the investment based on some rationale. Actual return may vary time to time from assume return, so it becomes very important to check whether we are getting that r....

Goal Planning | May 21, 2021

Importance of financial planning

6 Benefits of Financial Planning What is the first thing that we do to accomplish our career goals and other goals? We plan. Planning is the first step towards fulfilling our goals. Similar is the case with our finances and financial goals.i....

Mutualfund | May 20, 2021

How to re-balance your Mutual Fund Portfolio

How to Rebalance Your Mutual Fund Portfolio A mutual fund is a popular investment option through which one can invest in a portfolio of securities such as stocks and debt investments. There are multiple types of mutual funds to cater to y....

SIP | May 19, 2021

How to calculate SIP returns

How to Calculate SIP Returns? There is no doubt that Systematic Investment Plans (SIP) has become one of the popular means to invest in mutual funds. After setting up an SIP, the investors invest a pre-determined amount of money at regular i....

Goal Planning | May 18, 2021

How to achieve Financial Freedom

6 steps to financial freedom Freedom sounds sweet. While we have achieved political freedom way back in 1947, many still struggle with financial freedom. Everyone wants to be financially free and it is not something that is exclusive for jus....

SIP | May 17, 2021

Home Loan EMI Vs SIP

Combination of EMI and SIP can save you lot of money What if your Home loan tenure is reduced without increasing EMI, even if the interest rate remains the same? Sounds interesting? Read it. In year 2010, I bought the flat into the Ahmeda....

Investing | May 14, 2021

Hindsight Bias

All about ‘I Knew It’ Bias Do you get the feeling that you always knew how a situation is going to unfold? Well, it is not uncommon to feel that way. Most people assume that they could predict the outcome. However, we make many predictions. ....

Investing | May 13, 2021

Herd Mentality

Herd Mentality: The Investor’s Version of Peer Pressure As a person, we all love to fit in. Being a part of the community and doing what everyone else is doing makes us feel safe. Or, is it? What if it was just danger wearing a mask. For ....

General Insurance | May 10, 2021

Health Insurance

6 Reasons Why Health Insurance is Important Do you have health insurance? Do you think the health insurance provided by your employer is adequate? There is a popular saying that `health is wealth`. In the modern context, deteriorating heal....

General Insurance | May 06, 2021

Health insurance for senior citizens

How can Senior Citizens Get Health Insurance? For many people, life after 60 is like a second inning. They have paid their debt, educated their children, and made them capable of standing on their feet. So, senior citizens have enough tim....

Goal Planning | Apr 05, 2021

4 reasons why you need a financial advisor?

Before we understand the importance of financial advisor, answer this one simple question. Did you take the help of a CA or a tax consultant to file your ITR returns this year?While it can be done for free on the income tax department, we st....

Taxation | Apr 01, 2021

Diff. Between Tax Free and Tax Saving Investments

Difference Between Tax Free and Tax Saving Investment Death and taxes are the two certain things in life. Taxpayers keep looking for investment options that may provide them with satisfactory tax benefits. There are various options to help y....

Goal Planning | Mar 27, 2021

Focus on financial goals

Are you chasing returns? Focus on goals instead Tell anyone that you have invested in mutual funds, and the first question that they are most likely to ask is how they are performing, i.e. what are the returns. Returns are the first and proba....

Personal Finance | Mar 26, 2021

Financial Strategy in lockdown

Things to Do To Build a Stronger Financial Base during Lockdown Staying inside the house is the best thing to do in the current scenario. While staying indoors may be frustrating for many people, it can be used to put a few areas of your lif....

Children | Mar 25, 2021

Financial planning for child future

Steps to Plan for your Child’s Future Financial planning for the child’s future has become an indispensable part of financial planning.Earlier, public education took care of the educational needs.Times have changed and getting quality educat....

Personal Finance | Mar 24, 2021

Financial Mistakes

Are you a Mutual Fund Investor? Don`t Make These 4 Financial Mistakes "The proactive approach to a mistake is to acknowledge it instantly, correct and learn from it." - Stephen Covey To err is human. We all make mistakes in different ....

Children | Mar 23, 2021

Financial lessons for your child

6 Simple Ways Parents Can Teach Money Lessons to Their Kids Did you know children learn money-saving habits by the age of seven? However, many parents are not comfortable or are very reluctant to talk about money with their kids. But it is a....

Personal Finance | Mar 23, 2021

Financial Minimalisation

Financial Minimalism and Financial Freedom Most of us strive to be financially independent. While financial freedom may look differe/nt for different individuals, we all want to have multiple options at our hands. And the dream to retire ....

Personal Finance | Mar 22, 2021

Financial Compatibility

Are You Financially Compatible With Your Partner? The wedding season is in full swing. Indian marriages are not just the marriage of two individuals but the entire family. While we tend to focus on the annual package and family’s financial si....

Investing | Mar 19, 2021

Familiarity Bias

All about familiarity bias “Investor’s chief problem and his worst enemy is likely to be himself.” – Benjamin Graham We like to believe we make rational decisions. Not just that, we also believe that your feelings and emotions don’t play ....

Debt Markets simplified | Mar 17, 2021

Duration Fund

Why You Should Care About Duration Funds? Have you ever wonder what strategies do debt fund managers use to generate returns? Accrual Strategy and Duration Strategy are the two strategies that are used to manage debt funds. Broadly speaking,....

Asset Allocation | Mar 16, 2021

Dynamic asset allocation fund

Everything you need to Know about Dynamic Asset Allocation Funds In the past few months,market performance has been volatile. Proper asset allocation is one of the best ways to navigate market uncertainty. Asset allocation is the process whe....

Retirement | Mar 15, 2021

Do not rely only on EPF for your retirement

Why you shouldn’t depend only on EPF for your retirement? When most people think of retirement, they think of employer benefits like Employee Provident Fund (EPF). While this is a great option, but it is not the only one. You can supplem....

Mutualfund | Mar 12, 2021

Diversified funds vs focussed funds

Diversified Funds vs Focussed Funds: Which One Should You Choose? Fund managers use different investment strategies to manage mutual funds on behalf of their investors. Based on the strategy, fund houses categorise mutual funds into differen....

Equity | Mar 11, 2021

Direct Stock Vs Equity Mutual Funds

Direct Stocks vs Equity Mutual Funds: Which is Better? If you ask anyone if they have invested in equities, the most common response that you will get from them is, ‘nobaba;it is very risky. I am happy with my fixed deposits.’ Their response....

SIP | Mar 09, 2021

Different Types of SIPs

What are the Different Types of SIPs? “Success isn’t always about greatness. It’s about consistency. Consistent hard work leads to success. Greatness will come.” – Dwayne Johnson It requires consistency to achieve a lot of things in life. S....

Debt Markets simplified | Mar 08, 2021

Different types of Debt Mutual Funds

A Primer on the Different types of Debt Mutual Funds Are you scared of investing in mutual funds because it invests in the equity markets? Most of us assume that investing in mutual funds is akin to investing in the stock market. However, th....

Mutualfund | Mar 05, 2021

Stamp duty on Mutual Fund Investments

All you Need to Know about Stamp Duty on Mutual Fund Investments There are different costs associated with mutual fund investment. Expense ratio is the annual fee that fund houses charge from its investors. Till this July, there was no fee f....

Goal Planning | Mar 02, 2021

Gold investment options

Gold MF vs Gold ETFs vs Sovereign Gold Bond: Which is the best option for you? Did you know that you don’t have to buy physical gold to invest in gold? Gold ETFs, Gold mutual funds and sovereign gold bonds are the three best ways to invest i....

Mutualfund | Feb 25, 2021

Types of mutual funds

Here’s How To Select The Right Type Of Mutual Fund We all love to have choices in different aspects of our life. Whether it is books, clothes or career, options are essential. Everyone has different inclinations and tastes, and hence, selecti....

Debt Markets simplified | Feb 05, 2021

Credit Risk Funds

Credit Risk Funds: Features & How to Invest Most of us are aware of the different types of equity funds. Large cap funds, small cap funds and mid-cap funds are some popular categories of equity funds. However, many individuals are no....

Debt Markets simplified | Feb 03, 2021

Covered Bonds

Should You Invest in Covered Bonds? Everyone seems to be talking about covered bonds. The increase in the demand for these instruments is clear. As per the ICRA’s report, Indian issuers have sold covered bonds worth Rs. 2,218 crores in FY2021....

Debt Markets simplified | Feb 01, 2021

Corporate Bonds

What are Corporate Bond Funds? Companies need to raise funds to carry out their operations. While many of us aware of the stock markets, corporate bond market is another way to raise funds. Corporate bonds are securities issued by corporate....

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Debt Markets simplified | Jan 29, 2021

Debt funds are now more secure with new regulation

Worried about investing in debt funds? Debt funds are now safer In the last few months, there has been a lot of volatility in the debt market. For many investors, investing in debt mutual funds was riskier than equity funds. In all started w....

Personal Finance | Jan 29, 2021

Corona virus and investment

Coronavirus: How to prepare for uncertain times Uncertainty is a fact of life. There are many situations outside our control and these events can hurt your investments. While controlling the markets may be out of our reach, we can easily plan....

Investing | Jan 28, 2021

Confirmation Bias

Everything You Need To Know About Confirmation Bias Have you formed a wrong opinion of someone in your head? In a way that no matter how much good they ever do, you’d keep them at arm’s length, and nothing they do or say would budge your opin....

Mutualfund | Jan 26, 2021

Common mutual fund terms

10 Terms You Should Know About Mutual Funds Are you afraid of investing in mutual because of the technical jargons? Or have you invested in mutual funds but don’t know about the terms associated with mutual fund investing?Don’t worry. In this....

Children | Jan 22, 2021

Children Education Planning

Why Should You Plan for Your Child’s Education?Saving and planning for your child`s education can be a daunting task for many parents. The level of responsibility and the amount of money that one has to save and invest requires a lot of wisdom ....

Fundvaliz Connect - Monthly Magazine | Jan 20, 2021

Budget 2022 Highlights

Budget 2022 Highlights: Key Takeaways for Investors On Tuesday, Union Finance Minister Nirmala Sitharaman presented the Union Budget for the financial year 2022-23. Let us look at some of the important announcements made by the finance....

Investing | Jan 18, 2021

Bucket Strategy

Bucket Retirement Planning vs Systematic Withdrawals for Retirement Planning Retirement planning is not just about when to take retirement benefits. It is also about how much to take. You can use many methods to create a stable income flow f....

Mutualfund | Jan 15, 2021

Best fund vs Right fund

The Right Fund vs Best Mutual Fund Every one of us wants the best things in the world. The best clothes, shoes, cars and the list goes on. Seeking the best things is fine in all the other areas but not when it comes to selecting a mutual fund....

Mutualfund | Jan 06, 2021

Benefits of Mutual Funds

Different Benefits of Mutual Funds Mutual funds are on everyone`s lips. Mutual funds have become a hot topic of discussion among friends and colleagues. You might be aware of what is mutual funds, however, are you aware of the various benefi....

Goal Planning | Jan 05, 2021

All you need to know about Emergency Fund

Emergencies come unannounced. No one can predict when it is going strike. The only thing that we can do is to prepare ourselves for any unforeseen circumstance. Having an emergency fund will help you to tide over emergencies like accidents, job....

Asset Allocation | Jan 04, 2021

All you need to know about Asset Allocation

Things you always wanted to know about asset allocation Imagine that you have a pizza in front of you. But the pizza has six different types of toppings with different crusts. Would not that be awesome? Now think that the pizza is your in....

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Goal Planning | May 12, 2020

How does Goal Based Investing approach help you to select Mutual Fund?

Planning a investment without goal is just like planning a journey without destination .We always have a plan for all the small or big important activities and events in our life. Even in our day to day life we are knowingly or unknowingly sys....

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Debt Markets simplified | May 08, 2020

Why Arbitrage Funds are favorites among investor for a decade?

Lets dig in arbitrage fund by understanding their Key Benefits. - Arbitrage funds rank high in pecking order when it comes to safety of capital. The objective of the fund is to create market neutral position by buying a stock in cash marke....

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Blog

Retirement Planning with Mutual Funds: Strategies for a Secure Future

The art of INACTION

Navigating Market Ups and Downs: The Role of Mutual Funds

Why Investment Discipline Matters in All Market Conditions

The Power of Compounding: How SIPs Can Turbocharge Your Mutual Fund Returns

Understanding Balance Advantage Funds: The Hybrid Car of Investments! ????

Mutual Funds: The accessible investment for the working middle class

Mutual Fund Investment Journey

Common Mutual Fund Mistakes Investors Make and How to Avoid Them

Understand the Dynamics: Overnight Funds vs. Liquid Funds vs. Ultra Short-Term Funds

Can Tax Saving help you create wealth?

Avoid Recency Bias in Driving & Investing!

Millennial Money Moves: Navigating Mutual Funds for the Next Generation

The Imperative "Why" of Retirement Planning for Entrepreneurs

From Zero to Hero: Your Mutual Fund Journey Starts Now

Empower Your 2024 with Financial Resilience!

Transform Your Extra Income: Best Areas for Mutual Fund Investments

Financial Planning for Couples

The Butterfly Effect Small Steps to Big Wealth Thanks to Mutual Funds

From Cricket Pitch to Financial Field

Unlocking Financial Wisdom

Optimize Your Wealth: Unleashing the Potential of Systematic Transfer Plans!

Unpacking the Benefits of Balance Advantage Funds for Investors

Life After Retirement

How to build diversified portfolio with Mutual funds

Market Risk in Mutual Funds: How Long-Term Investing Reduces Risk

Mutual Funds VS Traditional Investing

Mind over Money

The Ultimate Guide to Top up SIPs

Unveiling the Secrets of Familiarity Bias

Secure Your Retirement with Systematic Withdrawal Plans

The Pilot of Your Investment Portfolio

Safeguard Your Future with Term Insurance: A Guide to Pure Risk Life Coverage

Compounding

Where to Invest Small Cases or Mutual Funds

Women And Financial Wellness

Should You Invest in REITs

What is HUF or Hindu Undivided Family

A guide to understanding annuities

: Ensuring the Safety of Your Investments: A Look at Fundvaliz's Robust Security Measures

Mutual Fund Terms You Need to Know

Don't Leave Your Family's Future to Chance: The Importance of Having a Will

Sustainable development is the future. Do you know how you can be a part of it?

Insurance Plans, and how can these be beneficial

Can NRIs Invest in Mutual Funds in India

Family Floater Or Individual Health Insurance Plan

Mind your money : How your mindset impacts your finances

Debt Mutual Funds vs Bank Fixed Deposits: A Better Option for Low-Risk Investors

5 things to do in a volatile market

Why Mutual Fund Investors Should Not Stop SIP

Investing in mutual fund with goal

Mouse and Grain

How To Convince Your Parent to Invest

Pros and cons of investing in physical gold

Win a cricket match

Retirement Fund Vs National Pension System

Retirement solutions.

Financial Literacy for Women

Business Cycle Funds

Whether to go for mutual funds or PMS

Asset_Allocation_and_Diet_

Diversify your portfolio like royal family trip

Dynamic bond funds

Mutual Funds - Expectation vs Reality

How to get excited about savings?

Mutual Funds Facts

How is investment significant for millenials

What is inflation?

Behaviour Finance

How can millennials start saving?

5 Elements That Affect Asset Allocation

How To Become Financially Literate?

Bharat Ki Khoj with Mr Nilesh Shah MD Kotak Mutual Fund a snippet

Where can debt fund investors invests?

Bharat Ki Khoj with Mr Nilesh Shah MD Kotak Mutual Fund a snippet

Why can't we stick to our budget plan?

Value investing or growth investing.

Digital Rupee