ANAND BOSE
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SIP vs. Lumpsum: Which is the Best Investment Plan in Mutual Funds?
In the world of investment, mutual funds are highly popular and considered one of the most versatile financial instruments. People who are new to the investment journey as well as seasoned investors with extensive experience, can opt for mutual funds. They can seek expert guidance from the financial professionals and advisors who can efficiently manage their portfolio and help them with the investment process. According to a survey by SEBI, the total number of investors in Mutual Funds has surpassed 1.94 crore, indicating that mutual fund investments are gaining popularity among the public.
By ANAND BOSE9 months ago in Writers
The Many Roles Played By A Health Insurance Advisor
Managing health insurance involves more than just buying a policy, rather it is associated with understanding the different coverage options and the claim processes and navigating the complexities of the various terms and conditions. Health insurance plans are subject to constant changes and in such a scenario the assistance of a health insurance advisor can actually prove to be invaluable.
By ANAND BOSE10 months ago in Writers
Top 5 Mutual Funds with Over ₹15,000 Crore Cash in Their Portfolio – January 2025
When investing in a mutual fund, one must consider the fund's return, asset diversification, and equity holdings. Still, an essential element, often unnoticed, is the size of the fund's cash position in the portfolio. Although the fund's principal investments are in equities, bonds, and other securities, the fund also holds some portion in the form of cash and/or cash equivalents. The fund's overall strategy depends significantly on the size of the fund's cash position, and the fund uses the same to act as a buffer in case the market gets into trouble and to capture future opportunities.
By ANAND BOSE11 months ago in 01
Should You Stop Mutual Fund SIPs in Falling Markets?
Falling markets can be unsettling to investors. Say, one fine morning, you find that your portfolio value has dropped drastically. It can lead to panic and make you question whether you should stop your Systematic Investment Plan (SIP) altogether.
By ANAND BOSE11 months ago in 01
Debunking Top 5 Myths about Hiring Financial Advisors
Financial planning is highly essential to secure long-term wealth and economic stability. After getting a job, every individual must start with financial planning and investments to achieve financial goals within the stipulated timeline. Financial decisions can impact lives, and therefore, a well-planned financial portfolio and efficient management can be extremely valuable in the long run. Investments, being one of the major ways of securing financial stability in the long run, have been a preferred choice for many people. In recent years, there has been a massive growth in the number of investors in Kolkata. As more people are garnering interest, there has been a need for financial advisors in Kolkata.
By ANAND BOSE11 months ago in 01
