Why should you invest in Fixed Maturity Plans or FMPs

Best time to invest in Fixed Maturity Plans (FMP) is here. First, what is an FMP? FMPs are close-ended funds where maturity can range from 3 Months to a 3 years period. So a 3-year FMP, just like a Fixed Deposit, on maturity will end and the customer bank account will be credited with the …

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8 Most Read Blogs on Upwardly in 2018

Here’s a list of the articles that our readers loved the most on our blog in 2018. Presenting 8 Most Read Blogs on Upwardly in 2018 Mutual funds performance in the last 20 years Though it has been published in the second half of the year, this articles has received the most love from our readers. This …

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Top 3 Performing Funds in 2018: Hybrid – Dynamic Asset Allocation

2018 was one of the most volatile years in recent time for investors. Despite having faced an unpredictable year, the following Hybrid funds have performed better than its benchmark in 2018. SBI Dynamic Asset Allocation Fund SBI Dynamic Asset Allocation Fund gave 7.96% return in one year while its benchmark gave a return of 7.28%. …

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The Diwali Sale: Must have Products in Your Cart

It’s Diwali time again! Houses are decorated with lights, gifts are distributed, and families meet to celebrate together. It’s basically the festive period. But it is also the annual shopping time! The time when everyone shops and spends lavishly. There’s discount everywhere. People buy new appliances and bring new things home. But with the shopping …

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भारत में गूगल ,फेसबुक ,माइक्रोसॉफ्ट के स्टॉक में कैसे निवेश करें

क्या आप बड़ी तकनीकी कम्पनियों जैसे गूगल ,फेसबुक ,माइक्रोसॉफ्ट में निवेश करना चाहते हैं. इसके लिए एक अवसर है.“बड़ी चाल चलो या घर चले जाओ” ये इस फंड का सिद्धांत है. जिन उत्पादों का उपयोग हम दैनिक जीवन में करते है वे इन कम्पनियों से है.यह फोन,लैपटॉप ,सॉफ्टवेर इन कम्पनियों ने बनाए हैं जो उल्लेखनीय …

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Dealing with loss making SIPs

Attention mutual fund investors! Is your SIP returns negative? Do you know how to deal with loss making SIPs? Have you started investing in mid-caps and small-caps after looking the high returns they gave in 2017? The nifty midcap index and small-cap index both are down by 21.85% and 34.09% respectively this year. So if …

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Financial Tips for 2019 Investments

New year, New Beginnings, New goals! Isn’t this what you want? Are you aware of where and when to start? In short, start ASAP and diversify your investments. Well, it not as simple as it sounds. You need to make sure you are well aware of all the products and are a disciplined investor. Get …

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Have you made these financial decisions this year?

This year has been a rollercoaster for the financial markets. With so many regulations and changes in the Mutual Fund industry, the fund’s performances have been extremely volatile. The most important aspect to keep in mind is no period lasts forever. So is the case with the crisis, the phase isn’t permanent. A bull market …

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Have a net worth for yourself?

Do you always wonder if you are on track for a relaxed financial future? And, are you just getting started with your career? The most important thing in your mind would be the student loan and job. At this stage in life, you probably would not be worrying too much about saving, however, a little …

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New Year, New Habits

This new year let’s inculcate new habits. Taking big steps can seem very difficult but changing small habits which we usually neglect can help one make major lifestyle changes. Master health check up Undergoing a master health checkup once in 6 months can help us keep a tab on our health. They say prevention is …

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New Year Resolutions for 2019

Every year we come up with different resolutions to make the year a better one and live life to the fullest. What always tops the list for most of us is to reduce weight and make better money decisions.  We start off the year with full energy to work towards our resolutions but that hardly …

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#Couplegoals – Financial planning as a couple

Just married? Or figuring out financial goals as a couple? As a couple, it’s obvious that financial planning in the last thing on your mind, while you are still enjoying euphoria. Going on vacations, dinner dates, movies, parties etc. are the usual couple goals that the younger generation couples have these days. But, making the …

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Why should you invest in Fixed Maturity Plans or FMPs

Best time to invest in Fixed Maturity Plans (FMP) is here. First, what is an FMP? FMPs are close-ended funds where maturity can range from 3 Months to a 3 years period. So a 3-year FMP, just like a Fixed Deposit, on maturity will end and the customer bank account will be credited with the …

Read more
Vivek Agarwal

Top 3 Performing Funds in 2018: Hybrid – Dynamic Asset Allocation

2018 was one of the most volatile years in recent time for investors. Despite having faced an unpredictable year, the following Hybrid funds have performed better than its benchmark in 2018. SBI Dynamic Asset Allocation Fund SBI Dynamic Asset Allocation Fund gave 7.96% return in one year while its benchmark gave a return of 7.28%. …

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Top 3 Performing Funds in 2018: ELSS

2018 was one of the most volatile years in recent time for investors. Despite having faced an unpredictable year, the following ELSS funds have performed better than its benchmark in 2018. Canara Robeco Equity Tax Saver Fund Canara Robeco Equity Tax Saver Fund gave 2.70% return in one year while its benchmark gave a negative …

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8 Most Read Blogs on Upwardly in 2018

Here’s a list of the articles that our readers loved the most on our blog in 2018. Presenting 8 Most Read Blogs on Upwardly in 2018 Mutual funds performance in the last 20 years Though it has been published in the second half of the year, this articles has received the most love from our readers. This …

Read more

Weekly Market Update: Range bound week for NIFTY and Sensex

Date: 12/1/2019 Short Market Update: Nifty and Sensex saw a range-bound week, interim budget on Feb 1st, New changes to GST exemption limit, India retained its place as the fastest growing country, SEBI’s cyber attack on AMC’s. The Nifty started the week with three consecutive gain days but ended with two red days. On Friday, …

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Looking Back at 2018 & Looking Forward to 2019

Hello! A look at 2018 – The year that was A year of reversals. Macro concerns, volatile crude oil prices, strong USD and rising yields drove most asset classes in the red. Geopolitical events tightened liquidity, state elections kept investors on the edge. Also, secular growth in the equity markets seen in 2017 gave way …

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Prateek Mehta

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