PrimeInvestor - Articles and Reports
Podcast : Setting Equity Return Expectations, Demergers & Share Buybacks
Episode 05 of the Prime Podcast
Podcast : Markets at all time highs, IPO season & Smallcaps
Episode 04 of the Prime Podcast
Quarterly review โ changes to Prime Portfolios
A few changes in portfolios to capitalise on debt yield and the current market rally
Quarterly review โ changes to Prime Funds and Prime ETFs
In this quarter’s review of our recommendations, we have made 3 fund additions and a few removals from our Prime Funds and ETFs Prime ETFs list.
The HDFC-HDFC Bank merger impact
For shareholders of HDFC, should you continue holding the stock post its merger with HDFC Bank?
Podcast : Sector Funds, Foreign investments in India, Startups & more!
Prime Podcast S01 Ep03.
In this third episode of the PrimeInvestor podcast, we delve into sector funds and the latest news events that have a significant impact on the markets and your investments.
Podcast : Balanced Advantage Funds, RBI Monetary Policy & Smallcap Funds
Prime Podcast : S01 Ep02.
In this episode, we cover key news events and discuss balanced Advantage Funds and other hybrid funds.
Podcast : MF Consultation paper, Adani investigation & Market levels
In this first episode of the PrimeInvestor podcast, our host Gaurav Menon and co-founder Vidya Bala discuss the MF Consultation paper along with various other topics related to personal finance and the Indian markets.
Prime NCD Review: An NCD with attractive yields across timeframes
With capital gains on debt fund investments now subject to short-term capital gains tax irrespective of holding period, other debt instruments have become quite competitive with debt mutual funds.
Quarterly review โ Changes to recommendations in Prime Funds and Prime ETFs
Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.
In this quarterโs review, we have made limited additions to our list of Prime Funds but have some updates to give on performance of the existing funds. We also suggest buckets that are worth entering now. So do read it!
Tax changes in mutual funds: How to manage your investments now
Changes in tax rules at the end of a financial year is not something that you routinely expect. And not when it is a sweeping change on taxation in your mutual fund! In this article, we are going to discuss the tax changes in mutual funds in 4 parts:
One, the changes effective April 1, 2023 and the categories impacted
The tax impact for you and what you can do to plan better
What should you do with your existing investments?
How should you plan your fresh investments?