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Research And Views Archives | Equitymaster

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The Right Financial Advisor Is Around the Corner

(Mar 10, 2016)

An opportunity to find an impeccably trustworthy and competent financial guardian is in the offing.

Why financial planning should be dull and boring

(Feb 29, 2016)

Most financial planners come out as whiz kids who throw around financial jargon. But financial planning can be actually easy, provided one follows a disciplined approach.

What Are E-Wallets And How To Use Them

(Feb 12, 2016)

PersonalFN highlights the benefits of parking a portion of your expenses in e-wallets and using them efficiently.

Is Consumption Boom Over In India?

(Feb 2, 2016)

Mutual funds take a bearish call on the FMCG sector. The sector has started playing out due to a combination of slower growth and expensive valuations.

How to Find a Saint Amongst Sinners?

(Feb 1, 2016)

Ethical practices help build long lasting relationships, and healthy long-term business relationships are often mutually rewarding. But PersonalFN is of the view that the financial services industry in India seems to have forgotten this.

How Should Risk Takers Go About Their Tax Planning

(Jan 14, 2016)

PersonalFN elucidates the tax saving investment instruments for risk takers.

10 Questions to Ask While Deciding On a Financial Advisor

(Jan 14, 2016)

PersonalFN highlights the disgraceful state of affair in the financial services industry and thus the questions investors should ask while deciding on a financial advisor.

The Tortoise and the Hare - Story of the Year 2015

(Jan 1, 2016)

Debt as an asset class has outperformed equity in 2015. It remains to be seen if the same story is repeated even in 2016.

Three Steps to Shifting the "Ind-Illiterate" Mindset about Finances

(Jan 1, 2016)

PersonalFN elucidates on the financial literacy in India and what needs to be done to improve the same.

With Love In The Air, Have You Tied The Financial Knot?

(Dec 30, 2015)

PersonalFN explains why it is vital for married couples to talk about their personal finances at some point in time.

Is Your Financial Advisor A Guardian?

(Dec 28, 2015)

PersonalFN highlights the damage done by investors relying on tips given by so-called experts, who have failed to act like financial guardians.

RBI Welcomes Vulture Funds to Improve Corporate Culture

(Dec 3, 2015)

RBI has granted vulture funds an unobstructed entry in India. Read further to know who they are, what they do, and how could they clean up Indian system.

How to Take Care of Your Financial Health

(Dec 1, 2015)

Do you know the principles of healthy living can enable you to maintain your finances in pink of health?

Nomination vs. Assignment: Which Way to Go In Case Of Life Insurance

(Nov 30, 2015)

PersonalFN talks about nomination and assignment in life insurance policies and shares its views on which is better for transferring policy proceeds.

Markets May Disappoint You, But Opportunity Funds May Not

(Nov 2, 2015)

Many people these days are falling prey to phone frauds. PersonalFN discusses how can you avoid such frauds and what to do in case you are a victim.

Are Nominees Always The Beneficiaries Of Your Assets?

(Nov 2, 2015)

People often think that it is always the nominees who receive the wealth of the deceased person. PersonalFN debunks this myth and explains what really happens.

Mutual fund investments to get safer

(Nov 2, 2015)

Can new rules ensure safety of principal in mutual fund investments?

Are Fund Houses Jeopardizing Your Interests In The Race For More AUM?

(Oct 30, 2015)

As the race to garner AUM get intense, PersonalFN analyses if investors' interest has been jeopardized.

8 Steps To Avoid Being Tele-Conned!

(Oct 30, 2015)

Many people these days are falling prey to phone frauds. PersonalFN discusses how can you avoid such frauds and what to do in case you are a victim.

Taking Investment Advice from Robo-Advisors? Read This!

(Oct 1, 2015)

In the financial services industry as well, robo-advisors are replacing human advisors. PersonalFN tells you more about robo-advisors.


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