What you get during your trial period
Want to minimise the taxman’s bite this year? Here are investments that will do the trick and leave some money in your pocket.
Income and Growth Portfolio
You need regular cash flows and yet can’t give up on growing your capital. Here’s a solution to help with your twin goals.
Regular Income portfolio
Getting a regular income stream with limited risk is your top priority. Use our combo of deposits and low-risk debt funds to meet that need.
Recommendations across products
Best Mutual funds
Researched list of top-quality funds across categories
Best Fixed Deposits
Curated list of fixed deposits for returns with lower risk.
Researched list of unique ETFs for passive investing.
PrimeInvestor Mutual fund Review Tool
Prime Review is our mutual fund review tool that tells you about our views on the funds you may hold. Buy or hold or sell the fund – this is the response you will receive on choosing funds you wish to be reviewed. Know that our view on the fund is based on its performance, as well as the qualitative metrics we consider.
Funds for thematic investing
Theme - Financials
Backbone of the economy, the stock market, and your investments. A healthy financial system ensures the health of the economy and a great economy has a vibrant financial system.
Strategy - Bluechip bonds
Not ready for risks? Then stick with safety for steady returns. To blend both tax benefits and low-risk steady returns, a debt fund that necessarily sticks to AAA papers is the answer.
A sample of top articles from our experts
As the stock indices defy gravity to soar past earlier highs, AMCs are back to using a time-tested ploy to manage their flows – rationing your investments.
Mirae Asset has just drastically slashed the monthly SIPs it will allow into its Mirae Asset Emerging Bluechip Fund from Rs 25000 to Rs 2500 from November 6. SIPs and STPs registered earlier will be allowed to continue, but new registrations will need to be capped at Rs 2500. The scheme had already put a stop to all lumpsum investments from October 2016 and capped its SIPs at Rs 25000 a month in November 2017. This is a rare instance of a large and mid-cap equity fund regulating inflows, but such rationing is a common practise with small-cap funds.
The new flexi-cap fund category recently announced by SEBI will mitigate the risk of many multi-cap funds being forced into buying to mid & small cap stocks. The definition of the flexi-cap category is quite open-ended now. The circular requires flexi cap funds to hold least 65% of their portfolio in equity and equity-related instruments to be flexi cap.
When you have a holding period that is less than 3 years, your options are limited. Because this short period gives very little room for risk, pure equity is out of the question. But in debt funds, though returns may be reasonable, taxation for a less than 3-year period cuts into return. Equity savings funds fit this gap.
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