mutual funds Archives - PankajBatra.com

New Age Unit Linked Insurance Plans

Pankaj Batra — Mon, 07 Mar 2016 09:33:56 +0000

Unit Linked Insurance Plan: Unit Linked Insurance Plan (ULIP) is type of insurance product, which gives policy holders both insurance and investment under same plan. A part of the premium is utilized to provide insurance cover to the policy holder while the remaining portion is invested in various equity and debt schemes (depending upon chosen […]

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Why you should opt for Systematic Withdrawl Plan (SWP)

Pankaj Batra — Fri, 27 May 2011 18:27:42 +0000

Equity Markets are dynamic in nature. Nobody knows the top of the market. If someone says so, he is just befooling you with his own analysis. I think nobody would have predicted that the market will form a top at 21000 levels of Sensex made on 05, Nov, 2011 & would correct thereafter. When the […]

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How Small Savings can make you a Double Crorepati

Pankaj Batra — Thu, 05 May 2011 06:38:31 +0000

Small is always big!!! Are you worried about your current income being less than 25000 Are you worried about your Retirement needs & your child education If you are looking for a solution to the above questions, here is how you can create wealth of 2 Crore just by leaving two bad habits. Well, We […]

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Mutual Fund investment options: Growth, Dividend Payout, Dividend Reinvestment

Pankaj Batra — Mon, 20 Sep 2010 06:51:34 +0000

While filling a mutual fund form, usually you will see three options to invest: 1. Growth 2. Dividend Pay-out 3. Dividend Reinvestment Most of the people are confused about the different among these, which one to choose and why? Which option to choose, It depends on the needs of the individual. Growth option is better […]

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Best Income Tax Saving Mutual Funds

Pankaj Batra — Thu, 04 Sep 2008 19:28:15 +0000

I compared ELSS (Equity Linked Saving Scheme) mutual funds on the basis of their AUM (assets under management) size and past performance in 6 months, 1 year, 2 years and 3 years. Finally following funds were found to be good. Canara Robeco Equity Tax Saver, Sundaram BNP Paribas Taxsaver, HDFC Taxsaver, SBI Magnum Tax Gain […]

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Mutual Fund Investment with zero entry load, brokerage and service charge.

Pankaj Batra — Thu, 04 Sep 2008 19:15:13 +0000

As per guidelines of Securities & Exchange Board of India (SEBI) via this circular, no entry load (usually 2.25%) shall be charged for direct applications received by the Asset Management Company (AMC) i.e. applications received through internet, submitted to AMC or collection centre/ Investor Service Centre that are not routed through any distributor/agent/broker. Also apart […]

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