PrimeInvestor - Articles and Reports

5 filters to choose high-yield NCDs
Bonds & Deposits
Aarati Krishnan

5 filters to choose high-yield NCDs

It’s raining high-yield NCDs and this article gives you a framework to filter these to arrive at the best candidates for your portfolio.

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Building a stock portfolio, Q&A, FAQs, PrimeInvestor
Stocks
Aarati Krishnan

FAQs on building a stock portfolio

Building a stock portfolio is not easy, but it’s not terribly hard either. Aarati Krishnan gives useful pointers in this QA article on building a stock portfolio.

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term insurance calculator
Insurance
Aarati Krishnan

How much life insurance do you need?

One of the very first questions you’ll be faced with after deciding to buy a term insurance plan, is – What’s the size of the term cover (what insurers call the sum assured) you’ll need?

Most folks don’t put much thought into this and go for the nice round number suggested by their insurance agent, which is usually Rs 1 crore. You can online calculators, but they can throw up widely diverging numbers.

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6 investment styles – which one suits you?
Stocks
Aarati Krishnan

6 investment styles – which one suits you?

Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones. 

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4 metrics to choose the best index funds and ETFs
Mutual funds & ETFs
Aarati Krishnan

4 Metrics to choose the best index funds and ETFs

“Which equity fund should I buy?” When asked an open-end question like this, most financial experts recommend an index fund. Choosing an index fund is supposed to be far easier than choosing an active fund from the hundreds of schemes. But the number and variety of index funds in India has mushroomed too. There are about 94 open-end equity index funds, while over 120 equity Exchange Traded Funds (ETFs) are listed on the exchanges. So, if you’re thinking of buying an index fund, how do you choose the right one? Here are four metrics to choose the best index funds and ETFs.

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stock portfolio
Stocks
Aarati Krishnan

How to build a stock portfolio

If you’re new to stock investing or aren’t quite sure how our stock recommendations fit into your investment plans, we hope this article on constructing a stock portfolio will help you.

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What has changed with REIT/InvIT taxation
Research Reports
Aarati Krishnan

What has changed with REIT/InvIT taxation

For Indian investors looking for regular income with the possibility of capital appreciation, Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) are good vehicles. These entities own a bunch of real estate or infrastructure assets that throw up regular cash flows and distribute over 90% of their cash flows to their investors. As both their income and the value of the real estate or infrastructure portfolio they own can rise over time, REITs and InvITs offer the prospect of rising income with capital gains.

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Whats firing up gold prices and what you can do about it.
Gold
Aarati Krishnan

What’s firing up gold prices and what you can do about it

After lying low for a while, gold as an asset class has woken up from its long slumber in the last six months. International gold prices, which fell by 3.3% in 2021 and 0.3% in 2022, have gained 9% so far in 2023 (as of April 11) and are up by 20% in the last six months. In India, gold prices recently bounced off a lifetime high of over Rs 61,000/10 grams, having gained 18% in the last six months. This recent run has made investors sit up and take notice of sovereign gold bonds, gold ETFs and other vehicles to own gold. But should you jump on the bullion bandwagon now?

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