This website is purely ACADEMIC in nature and NOT a stock market recommendation service or a tip provider. No live data or feeds are provided and all information is historic only. Information is provided for ease of understanding for the purpose of learning. Accuracy of definitions etc is not mantained. I am not a SEBI or IRDA registered.

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==[[Personal Finance]]==
 
==[[Personal Finance]]==
*Deposits (Banks, Post Office etc.)
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{{PersonalFinance}}
*Investing (Equity shares, Mutual Funds, PMS, Bonds)
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{{GAS}}
*Loan Management (Credit cards, personal loans, gold loans etc)
 
*Insurance (Life, General, Health etc)
 
*Taxation (Saving from tax, handling IT issues) etc. and
 
*Other related topics (bitcoin, Government policies etc.)
 
 
==[[Mutual Funds]]==
 
==[[Mutual Funds]]==
===Introduction Topics===
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{{MutualFunds}}
*Introduction to Mutual Funds
 
*Net Asset Value or NAV
 
*Know your client / Know your customer / KYC
 
*Expense Ratio
 
*Systematic Investment Plan and Compounding effect
 
*DIRECT plan vs REGULAR plan
 
===Types of Mutual Fund Schemes===
 
*Equity Mutual Funds
 
*Debt Mutual Funds
 
*Balanced Funds Mutual Funds
 
*ELSS or Equity Linked Savings Schemes
 
*Liquid Funds
 
*Arbitrage Schemes
 
*Monthly Income Plans
 
*Exchange Traded Funds
 
*International Mutual Funds
 
===Building and Investing===
 
*How to select an Asset Management Company
 
*How to select a mutual fund scheme
 
*How to select a bond fund
 
*Building Mutual Fund Portfolio
 
*Using Excel to track investment performance
 
*Using the concept of "switching"
 
===Performance Tracking===
 
*Understanding Factsheet
 
*Evaluating Schemes
 
*Comparing Schemes
 
*Measurement with CAGR, SD, SR, Beta
 
*XIRR
 
===Mutual Fund Websites and Tools===
 
*[[Mutual Fund Utilities (MFU)]]
 
*Starting a SIP with MFU
 
 
 
===AMC specific discussions===
 
*List of Mutual Funds and their official websites
 
====Reliance Mutual Fund====
 
*Reliance Simply Save App
 
*Reliance ATM Card
 
 
 
===Axis Mutual Fund===
 
*Axis Longterm Equity Scheme
 
===DSP Blackrock Mutual Fund===
 
*DSP Blackrock Microcap Fund
 
*DSP Blackrock Debt Schemes for the new investor
 
===Financial goal-specific planning with mutual funds===
 
*Building a Child Education scheme
 
*Just Retired
 
===Some mutual fund investing experiments===
 
*Doing a daily switch from debt to equity for short term gains
 
*Mutual fund equity investing using Index and market performance as the criteria
 

Revision as of 20:31, 4 May 2017

HomePersonal FinanceMutual FundsEquity

Welcome to our new website on Personal Finance and Mutual Funds

This website is started with a motive to help and educate those who are novice to the topics of Personal Finance and Mutual Funds.

I discuss and do reviews with an academic interest only. There is no commercial motive with regard to topics being discussed.

I am no pro or an expert nor am i registered with SEBI or such authority in the area but will give my views based on personal experience.

Personal Finance

Types of Insurance

Insurance Companies

Retirement

Taxation

Other Topics

  • Other related topics (bitcoin, Government policies etc.)

Mutual Funds

Introduction Topics

Types of Mutual Fund Schemes

Building and Investing

Performance Tracking

Mutual Fund Websites and Tools

AMC specific discussions

Registrars

Goal-based Investing with Mutual Funds

Some mutual fund investing experiments

  • Doing a daily switch from debt to equity for short term gains
  • Mutual fund equity investing using Index and market performance as the criteria