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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

• Deposits (Banks, Post Office etc.)
• Investing (Equity shares, Mutual Funds, PMS, Bonds)
• 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.)

=Introduction Topics

• Introduction to Mutual Funds
• Net Asset Value or NAV
• Know your client / Know your customer / KYC
• Expense Ratio

Types of Mutual Fund Schemes

• Systematic Investment Plan
• Equity Mutual Funds
• Debt Mutual Funds
• Liquid Funds
• Balanced Funds Mutual 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

Mutual Fund Websites and Tools

• Mutual Fund Utilities (MFU)
• Starting a SIP with MFU

=Reliance Mutual Fund

• Reliance Simply Save App

Axis Mutual Fund

• Axis Longterm Equity Scheme

DSP Blackrock Mutual Fund

• DSP Blackrock Debt Schemes for the new investor

Financial Goal specific planning

• Building a Child Education scheme
• Just Retired