Step-By-Step approach to declutter your cluttered MF portfolio

Over the past few years, rising investor awareness has led to a significant increase in retail investor participation in the MF industry. However, lack of experience and misleading financial advice lead investors to end up with a cluttered portfolio that usually consists of duplicate investments, underperforming funds and/or sub-optimal asset mix. Here is a step by step approach to clean up your cluttered portfolio:

Continue reading

When to redeem your mutual fund investment? Take note of these five trigger points

We practise due diligence while investing in mutual funds but seldom do we pay attention to factors that warrant redemption of mutual fund investment. Although it’s true that timely and disciplined investments in mutual funds can help achieve financial goals, taking a call on whether or not to sell investment can be challenging for most of the investors.

Let’s look at some of the scenarios wherein you may choose to exit your mutual fund investments: Continue reading