Should you sell an underperforming mutual fund with unrealized gains, or hold and risk further losses?
ICICI Lombard has launched a health insurance policy with unlimited cover. How will this work? Do you really need an unlimited cover? Here’s our take.
Balanced advantage funds for retirement income – will they do the job? Find out in this detailed analysis.
Niva Bupa Reassure 2.0 says your premiums don’t keep moving up! Too good to be true? We’ve put it to the test.
A follow up to our asset allocation series, this article shows you how you can do your own asset allocation analysis & comes with an excel tool!
Making sense of the recent ‘consumer-friendly’ regulatory changes to health insurance policies.
Is your insurance policy really as good as it is made out to be? Let’s crunch some numbers to see what the return on your insurance policy really is.
A detailed review of LIC’s Jeevan Utsav – a non-linked, non-participating, individual, savings, whole life insurance plan.
Top-up and super top-up covers help to add on to your basic hospitalisation cover in a cost-effective manner. Here we detail their advantages, differences and which you should prefer for a comprehensive health cover.
Now that debt fund taxation is no longer as attractive as it used to be, should you be replacing them with arbitrage funds instead. Find out if the tax aspect alone is enough to base this decision on.
This article was originally published in May 2021. We are now republishing it for the benefit of our newer subscribers. With investors gaining a greater
This policy does not have sub-limits and co-payments, contributing to more comprehensive coverage compared to competitors.
The purpose of these disclosures is to provide essential information about the Research Services in a manner to assist and enable the prospective client/client in making an informed decision for engaging in Research services before onboarding. History, Present business and Background: PrimeInvestor Financial Research Private Limited is registered with SEBI as Research Analyst with registration no. INH200008653. The Research Analyst got its registration on August 19, 2021 and is engaged in offering research and recommendation services. Terms and conditions of Research Services: The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services. The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results. The Research Analyst shall not be responsible for any loss to the Investors. Disciplinary history: There are no pending material litigations or legal proceedings against the Research Analyst. As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services. Details of its associates: No associates. Disclosures with respect to Research and Recommendations Services: The Research Analyst or its directors or any of its officer/employee does not trade in securities which are subject matter of recommendation. There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise. Research Analyst or its directors or its employee or its associates have not received any compensation from the company which is subject matter of recommendation. Research Analyst or its directors or its employee or its associates have not managed or co-managed the public offering of any company. Research Analyst or its directors or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation for products or services other than above from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/ recommendation. The subject company was not a client of Research Analyst or its directors or its employee or its associates during twelve months preceding the date of recommendation services provided. Research Analysts or its directors or its employee or its associates has not served as an officer, director or employee of the subject company. Research Analysts has not been engaged in market making activity of the subject company.
Full disclosures and disclaimers
Compliance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
Grievance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
