NRIs can continue to invest in PPF

This article was first published on livemint. I had invested ₹10 lakh in Public Provident Fund (PPF) before leaving India. I have heard that PPF is not available anymore for NRIs. How would it impact me? What should I do now with the PPF account? While you had heard right, those new rules have been revoked …

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Amount received as gift by any blood relative living in US is not taxable in India

This article was first published on livemint. I am a US resident and gifted money to my parents in India. They invested that in mutual funds in their name. Are there any tax implications for me? Any amount received as a gift from blood relatives is not taxable in India. Any amount up to $5.6 million …

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FATCA doesn’t prohibit NRIs from investing in mutual funds in India

This article was first published on livemint. I am an NRI and have been told that I can’t invest in mutual funds in India because of Foreign Account Tax Compliance Act (FATCA). Is that true? If yes, what is the next best option for me to invest in? Ever since FATCA has been enforced, financial institutions outside …

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Real Estate vs Mutual Funds

Residential Market in India The Indian residential market has breached new lows in terms of supply and sales for every successive year of this decade. Despite the massive need for housing, India is facing huge unsold inventories. There was a phase where the real estate market boomed between 1988 and 1994 when people saw the …

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How to Invest in Google, Facebook, Microsoft stocks from India?

Looking to invest in the big tech companies like Google, Facebook, and Microsoft? Here is an opportunity for you to do so. Go big or go home is the motto of this fund. The products we use and interact with on a daily basis are products from these companies. It’s the phone, laptop, software that …

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Best Balanced Funds for 2018 – 2019

Upwardly presents to you the Top 5 balanced mutual funds for 2018 – 2019     Upwardly has handpicked 5 Balanced Funds that are best for investing in 2018. 1. Principal Hybrid Equity Fund Principal Hybrid Equity fund has been the best performing balanced fund in the last 3 years. The fund invests in companies that the manager …

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ELSS tax benefits are available for both Indian residents and NRIs

This article was first published on livemint. Are there any tax-saving advantages in NRI mutual funds? Equity-linked saving schemes (ELSS) allow tax saving under Section 80C of the Indian Income Tax Act. An investment of up to ₹1.50 lakh in ELSS can be claimed as a deduction from taxable income in India. These tax-saving benefits are …

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Kaun Banega Crorepati with SIP

Can you become a Crorepati by investing in mutual funds? Can a small investing technique like the SIP help you earn crores? The answer to these questions is YES. Why ask ‘Kaun Banega Crorepati with SIP’, when everyone can become one by just practicing patience. Let’s look at some examples of how small investments have …

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Best Mutual Fund Schemes for a New Investor

Investing in mutual funds is considered one of the best way to enter the financial markets and to gain the needed exposure. Mutual funds today are the only category of investment products that a retail consumer can use to effectively beat inflation while growing his wealth. People always talk about best mutual funds. But what’s …

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Amount received as gift by any blood relative living in US is not taxable in India

This article was first published on livemint. I am a US resident and gifted money to my parents in India. They invested that in mutual funds in their name. Are there any tax implications for me? Any amount received as a gift from blood relatives is not taxable in India. Any amount up to $5.6 million …

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NRIs should buy term insurance cover in the country of residence

This article was first published on livemint. As an NRI, should I invest in assured long-term saving plans with life cover or mutual funds? Let me come to one of the basic tenets of personal finance—you should not mix investment and insurance. Insurance-cum-investment products like unit-linked insurance plans (Ulips) and endowment plans are not good for …

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Best Mutual Fund Schemes for a New Investor

Investing in mutual funds is considered one of the best way to enter the financial markets and to gain the needed exposure. Mutual funds today are the only category of investment products that a retail consumer can use to effectively beat inflation while growing his wealth. People always talk about best mutual funds. But what’s …

Read more

FATCA doesn’t prohibit NRIs from investing in mutual funds in India

This article was first published on livemint. I am an NRI and have been told that I can’t invest in mutual funds in India because of Foreign Account Tax Compliance Act (FATCA). Is that true? If yes, what is the next best option for me to invest in? Ever since FATCA has been enforced, financial institutions outside …

Read more

Mirae Asset Emerging Bluechip Fund: Fund Review

Mirae Asset Emerging Bluechip Fund lives up to its ‘bluechip’ tag. It offers its investors an opportunity to invest in today’s large, mid and small-sized companies which have the potential to perform well in the coming years. Ever since it entered the 5-star rating it held on to it and performed exceptionally well since its …

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Motilal Oswal Multicap 35 Fund: Fund Review

MOSt Focused Multicap 35 Fund has been renamed to Motilal Oswal Multicap 35 Fund. It’s a very recent player in the category of multi-cap funds. It has been performing exceptionally well and has also entered the 5-star category with good rankings. The fund follows a focused strategy with almost 80% of its assets parked in …

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‘Robo advisory space in India could see consolidation’

This article was first published on Morningstar. Founded by Prateek Mehta, Prithvi Raj Tejavath, Shashank Agrawal, and Vivek Agarwal in December 2015, Bengaluru-based online investing platform Upwardly has built assets under advisory of Rs 400 crore in just two years.  In an interview with Ravi Samalad, Prateek Mehta spoke about how they are attracting digitally savvy first-time mutual fund investors. Your company …

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The Best Fund Managers of 2018

This post was published by The Economic Times and Morningstar. ET wealth teamed up with Morningstar India to rank the best fund managers of India across various equity categories based on their 5-year risk-adjusted returns. Here is the list of the top 15 equity fund managers in India. Large-Cap Neelesh Surana, Mirae Asset Mutual Fund Harsha …

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Nifty and Sensex are at an ALL TIME high but my Mutual Fund Lump Sum and SIP investments are not doing too well

Almost all Mutual fund investors across India have the same question at the top of their mind. Let’s break this down and bring out the truth behind this. Fact Number 1 Nifty and Sensex indices are made up of just 50 and 30 largest stocks respectively. On the other hand, there are more than 2,500 …

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Vivek Agarwal

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