Podcast: Is robo-advice right for you
Why is our reaction to robo-advice different than our reaction to human advice? Two terms -...
Investment Advisor
What is defensive investing, and why is it right for you
Swapnil Kendhe is founder, SEBI registered investment adviser (RIA) and a fee-only financial...
Franklin winds 6 debt funds due to COVID impact
Franklin Templeton AMC announced yesterday that it will wind up six bond funds that took credit...
5 practical hacks to survive a market crash!
We are living through a few such weeks which may come to define this decade. And it...
Budget 2020 simplified for personal finance
Budget 2020 measures that affect personal finance and nothing else. 1/ Tax rates - most...
Small cap, index funds and robo-advisory – a chat with Mint
Our founder and CEO Gaurav (@rustapharian) speaks with Neil Borate of Mint about the big...
Franklin (FT) Ultra Short Term Fund down 4%+ on 16th Jan – What happened?
Unusually for a fund in its category (Ultra Short Term Funds), Franklin Templeton (FT) reported a...
Have you done your 2020 financial health assessment?
As we step into 2020, an analysis of 2019 is inevitable – it has been a year of ‘learnings’....
No Policy Sixer from RBI!
RBI keeps the repo rate unchanged at 5.15 % Both the market and market participants were in for a...
Nov 2019: Kuvera recommended portfolio update
First, for those who are new to Kuvera, a quick recap. We have recommended a portfolio since Jan...
Vodafone Idea paper – more pain for Debt MF Investors?
There has been a lot of turbulence in the telecom space for quite some time now. The unprecedented...
One Year since IL&FS meltdown and the latest PMC Bank crisis
Such has been the nature and scale of the IL&FS meltdown and its ripple effects on the overall...
Confused between STP and lump sum? Here is a way out!
Swapnil Kendhe is founder, SEBI registered investment adviser (RIA) and a fee-only financial...
Ratings downgrade, credit risk and assessing debt funds
Latest developments - Defaults & downgrades On September 13, 2019, Brickwork Ratings...
How are you feeling about your investments?
Another turbulent month is gone and once more we, the investors on Kuvera, showed that we...
What to do when markets fall 2% in a day?
What to do when markets fall 2% in a day? This week started with a wobble. The Nifty index was...
Is it easy to beat the market Index returns (Nifty, Sensex etc)?
Beating the stock market Index returns is incredibly hard. The experts on financial TV and...
Mutual Funds – Analyzing Risk & Return Statistically
Karunesh Dev is a former banking professional turned writer and personal finance educator. He...
Avoiding Fund Overlap in Equity Mutual Funds
Karunesh Dev is a former banking professional turned writer and personal finance educator. He...
Annual Appraisal Advice
Annual appraisals are the right time to take one of the most important decisions for long term...
