Hey there! Navigating the world of investments can feel like diving into a deep ocean with too many waves coming at you all at once. But don’t worry—I’m here to help simplify things a bit, especially when it comes to choosing between Mutual Funds (MFs) and Portfolio Management Services (PMS). Let’s walk through the advantages…
In the ever-evolving world of finance, managing investments is only part of the journey toward achieving financial goals. As a Happyness Coach, my focus extends beyond managing assets to guiding and empowering clients in their financial decision-making processes. Here’s a closer look at my role as a client behaviour manager, and how it differs from…
Investing in mutual funds is a dynamic process that requires regular attention and adjustments to ensure that your investments remain aligned with your financial goals and market conditions. Monitoring and rebalancing your mutual fund portfolio periodically is essential to maintaining a healthy and well-performing investment strategy. In this blog, we will discuss the importance of…
Selecting the right mutual fund can be a daunting task given the myriad of options available in the market. However, by focusing on key factors such as risk tolerance, investment goals, expense ratios, past performance, and fund manager expertise, investors can make informed decisions that align with their financial objectives. This guide will walk you…
Investing in mutual funds involves understanding the trade-offs between risk and return. Different categories of mutual funds come with varying levels of risk and potential returns, and it’s crucial for investors to be aware of these characteristics to make informed investment decisions. In this blog, we will provide a comparative analysis of the risk and…
Equity Linked Savings Schemes (ELSS) are a popular category of mutual funds in India that offer the dual benefits of tax savings and potential for high returns through equity investments. These funds are specifically designed to help investors save on taxes while also participating in the growth of the equity markets. In this blog, we…
International mutual funds are an excellent option for investors looking to diversify their portfolios and gain exposure to global markets. These funds allow investors to benefit from international economic trends and opportunities. In this blog, we will explore two types of international mutual funds: global funds and fund of funds investing overseas. We will discuss…
Mutual funds come in various categories to cater to different investment needs and strategies. In addition to the more common types of mutual funds, there are several specialized categories that can help investors diversify their portfolios and achieve specific financial goals. In this blog, we will explore index funds, exchange-traded funds (ETFs), sectoral and thematic…
Solution-oriented mutual funds are designed to cater to specific financial goals and needs, such as retirement planning and saving for children’s education. These funds have a long-term investment horizon and utilize asset allocation strategies to help investors achieve their financial objectives. In this blog, we will explore two types of solution-oriented mutual funds: retirement funds…
Hybrid mutual funds are a versatile investment option that combines both equity and debt instruments in a single portfolio. This blend helps in balancing risk and return, catering to different types of investors. In this blog, we will explore three types of hybrid mutual funds: conservative hybrid funds, balanced hybrid funds, and aggressive hybrid funds,…
Dhatri Financial Distributors Private Limited is a Mutual Funds distributor registered with AMFI, which has been providing goal-based investment planning and investment services for over 7 years, to the delight of its clients.
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