Importance of having Mid Cap F...
Midcap funds have always been popular with retail investors....Read More
10 Dec 2025
Mutual Funds
Mutual funds are financial instruments which invest in a portfolio of securities. These ...
Portfolio Management Services or PMS, is a service offered by...
Bonds are fixed income instruments which pay fixed rate of interest at regular intervals ...
Under LRS, all resident individuals can freely remit $250,000 overseas every financial...
This is very similar to loan against shares. You can get a loan by pledging your mutual...
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Families
Monthly Investment
Savings Bank
@3% Return
Fixed Deposit
@6% Return
Gold
@9% Return
Sensex
@11% Return
Mutual Fund (Equity)
@15% Return
Aligning your Investments with your Risk Profile and Investment Tenure is the ideal way to achieve Investment Success. Explore our Model Portfolios and Choose the one that Suits you.
High on debt, this portfolio is ideal for risk averse investors looking for superior returns over FDs.
High on debt, this portfolio is ideal for risk averse investors looking for superior returns over FDs.
A Hybrid portfolio is ideal for Moderate investor as volatility is limited.
Higher equity + moderate debt allocation ensures moderate return and less volatility.
Higher equity allocations suits high risk takers with 10 yrs investment horizon.
The cost of higher education is increasing annually by more than 15%. It is important that you plan your child's education well in advance
Plan early to meet the goal
Early starter can begin with small amount
Your child's dream come true
By starting with a small SIP amount, you can benefit by power of compounding to meet this goal
For Indians it is a very important event
Achieved by saving small amounts regularly
Step up SIP can be a good option
Do not make the mistake of delaying your investments for this most important goal of your life
Plan early when you start your career
Account inflation and current expenses
Build enough to meet medical exigencies
Who does not want an abode of their own. Start planning based on when you want to have your Sweet Home
Account inflation adjusted purchase cost of the property
Start a separate SIP for this goal
Help save taxes under old tax regime
Wealth Creation means earning extra. Wealth Creation is the most important part of financial planning
Plan how much Wealth Creation is required
ELSS can be a good option as it invests in equities
Wealth Creation can also mean creating future wealth
This is the most important goal but ignored by most of us due to lack of knowledge
Save minimum 6 months of expenses as emergency corpus
Help meet exigencies when you do not have cash in hand
Helps in case of a job less/ pay cut/ start on your own
Midcap funds have always been popular with retail investors....Read More
10 Dec 2025
Mutual Funds
Every November, as we celebrate Children's Day, we honour th...Read More
14 Nov 2025
Mutual Funds
SIP involves investing a fixed amount periodically, making i...Read More
21 Jul 2025
Mutual Funds
To generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-relate...
To generate long-term capital appreciation by investing primarily in equity and equity-related instruments of ...
The investment objective of the scheme is to provide returns that closely correspond to the total returns of t...