Investing Chitra Katha – Understanding the impact of modified duration on debt fund returns

Hi everyone. This is a new series I am attempting, where the idea is to simplify investing topics in the form of pictures. In case, you want the detailed explanation on the topic you can always refer to our older post here If you like this and would like to see similar simplified posts or have … Continue reading Investing Chitra Katha – Understanding the impact of modified duration on debt fund returns

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Here’s a quick way to select Ultra Short Term Funds

In our last post, we figured out the basics of liquids funds and how to select an appropriate liquid fund (Link). Today let us move on to our next category - Ultra Short Term Funds. Ultra Short Term Funds: Ultra Short Term Funds (UST) are very similar to Liquid Funds in terms of their conservative … Continue reading Here’s a quick way to select Ultra Short Term Funds

The Ultimate Guide to Liquid funds

This is the 3rd post in the debt mutual fund investing series. If you have the time, it would be great if you could go through the earlier posts in this series - Part 1 - A primer for investing in debt mutual funds (Link 1) Part 2 - 8 factor framework for analyzing any debt … Continue reading The Ultimate Guide to Liquid funds

8 factor framework for analysing any debt mutual fund

Just in case you are new to this blog (which most probably you will be :)), you can read the first part of this series here Link Debt Fund Returns = Interest from underlying debt securities + Price changes in the market value of underlying debt securities (based on interest rate changes) or in other words.. … Continue reading 8 factor framework for analysing any debt mutual fund

A primer for investing in debt mutual funds

Investing in Debt Mutual Funds & Fixed Deposits = You are basically a money lender in disguise!! Debt mutual funds at a very basic level are similar to Fixed Deposits. In both cases every time we invest our money, we are actually lending out our money indirectly to a borrower (the government/banks/companies/other people like us) who need … Continue reading A primer for investing in debt mutual funds

The real truth about Fixed Deposits

In our last post (link), we had created our own financial plan which gave us a glimpse of the future expenses needed for our goals. Now the next step is to figure out an investment plan that will help us accumulate enough money for our goals. Planning for short term goals where time frame is less … Continue reading The real truth about Fixed Deposits

See how easily you can create your own financial plan in 15 minutes

Do you have a financial plan?? Don't worry if you don't have one. Be with me for the next 15 minutes and we will get a simple yet effective financial plan done for you. The backdrop.. All of us have dreams which are extremely close to our hearts. A happy family, our kids in the best … Continue reading See how easily you can create your own financial plan in 15 minutes