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−	Welcome to our new website on '''Personal Finance and Mutual Funds'''
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−	This website is started with a motive to help and educate those who are novice to the topics of Personal Finance and Mutual Funds.
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−	I discuss and do reviews with an academic interest only. There is no commercial motive with regard to topics being discussed.
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−	I am no pro or an expert nor am i registered with SEBI or such authority in the area but will give my views based on personal experience.
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−	==[[Personal Finance]]==
	{{PersonalFinance}}		{{PersonalFinance}}
−	{{GAS}}
−	==[[Mutual Funds]]==
	{{MutualFunds}}		{{MutualFunds}}

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Latest revision as of 00:26, 12 August 2021

Home

Personal Finance

Mutual Funds

Equity

• Introduction to Indian Financial Markets
• Getting started to Save and Invest
• Importance of Asset class
• Securities Market Segments
• Bank Deposits (Banks, Post Office etc.)
  • Credit Cards
• Sukanya Samriddhi Account
• Employees Provident Fund (EPF)
• Gratuity
• National Pension Scheme (NPS)
• Investing in Gold
  • Sovereign Gold Bonds
  • Govt to launch sovereign gold bond scheme on 9 October, 2017
• Tracking Banking data with Spreadsheets
• Aadhaar now made mandatory for small saving schemes
• Asset Allocation and Investment Strategy
• Investment Adviser and Regulatory Environment
• Investment Products
• Non Convertible Debentures (NCDs)
• Investment Risk and its Measurement
• Risk Profiling
• Measuring Investment Returns
• Concept of Financial Planning and importance of Investment Adviser
• Power of Attorney (PoA)
• Concept of Lien when taking loans
• Loan Management (Credit cards, personal loans, gold loans etc)

Types of Insurance

• Introduction to Insurance
• Term Insurance
• Health Insurance
• Unit Linked Insurance Plans (ULIP)
• Reverse Mortgage Plans
• Insurance for the family
• Tracking Insurance data with Excel
• Fully Paid Up Insurance Policy
• Insurance Planning - an Overview

Insurance Companies

• Life Insurance Corporation

Retirement

• Retirement Planning
• Pre and Post Retirement Financial Planning

Taxation

• Capital Gains
• Long Term Capital Gains
• Tax on Dividend Income
• Tax on Bonds
• Tax on Fixed Deposits
• Tax Deduction at Source (TDS)
• Filing Income Tax Returns
• Income-tax Return Forms or ITR Forms - Which form to use when?
• Income-tax Return Filing Due Dates
• Income-tax Notice
• Plan your tax payment and tax savings
• Saving tax under Section 80C
• Advance Tax - Who should pay? Due dates etc.
• Tax on receiving gifts
• Tax-free income
• Taxation and Estate Planning

Other Topics

• Other related topics (bitcoin, Government policies etc.)

Introduction Topics

• Introduction to Mutual Funds
• Asset Management Company
• Securities and Exchange Board of India (SEBI) and Mutual Funds
• Association of Mutual Funds in India (AMFI)
• Mutual Fund Scheme - What are schemes? How to select a MF scheme?
• Mutual Fund Folio
• Mutual Fund Units
• Mutual Fund Manager
• New Fund Offer (NFO)
• Ongoing New Fund Offers (NFO)(List updated on Mar 2, 2017)
• Net Asset Value or NAV
• Know Your Customer / KYC
• FATCA and Mutual Funds
• Aadhar and Mutual Funds
• Assets Under Management (AUM)
• Mutual Fund Expenses
• Expense Ratio and Total Expense Ratio (TEP)
• Portfolio Turnover
• Exit Load
• Switch Transaction offered by Mutual Funds
• Systematic Investment Plan (SIP) and Compounding effect
  • Starting a SIP in MyCAMS
  • Stopping a SIP in MyCAMS
• Systematic Transfer Plan (STP)
• Systematic Withdrawal Plan (SWP)
• SIP vs Lumpsum Investments
• Timing the market with Mutual Funds
• One Time Manadate in Mutual Funds
• Open-ended, Close-ended and Interval schemes
• DIRECT plan vs REGULAR plan
• GROWTH option vs DIVIDEND option
• Mutual Fund Distributor
• Commission in Mutual Funds
• Mutual Funds Overview - useful for Investment Advisers

Types of Mutual Fund Schemes

• Equity Mutual Funds
• Hybrid Funds (formerly called Balanced Funds)
• Index Funds
• Diversified Multicap Equity Funds
• Equity Linked Savings Schemes (ELSS)
• Equity Savings Mutual Funds
• Fixed Maturity Plan Funds or FMP
• Capital Protection-Oriented Funds
• Arbitrage Mutual Fund Schemes
• Exchange Traded Funds (ETF)
• International Mutual Fund Schemes
• Largecap Mutual Fund Schemes
• Large and Midcap Mutual Fund Schemes
• Midcap Mutual Fund Schemes
• Smallcap Mutual Fund Schemes
• Thematic and Sectoral Mutual Fund Schemes
• Focused Mutual Funds
• Value Oriented Mutual Funds
• Debt Mutual Funds
• Liquid Mutual Fund Schemes
• Ultra Short Duration Funds
• Ultra Short Term Mutual Fund Schemes (Old page, deprecated)
• Money Market Fund Schemes
• Short Duration Funds or Short Duration Debt Funds
• Short-term Debt Mutual Fund Schemes (Old page, deprecated)
• Dynamic Bond Funds
• Dynamic Asset Allocation Funds
• Monthly Income Plans
• Gilt Mutual Funds

Building and Investing

• How to select an Asset Management Company
• How to select a mutual fund scheme
• How to select a bond fund
• Building Mutual Fund Portfolio
• Using Excel to track investment performance
• How many Mutual Fund Schemes should I invest in?

Performance Tracking

• Understanding Mutual Fund Factsheet
• Evaluating of Mutual Fund Schemes
• Comparing Mutual Fund Schemes
• Mutual Fund performance measurement with CAGR
• Mutual Fund performance measurement with Standard Deviation
• Mutual Fund performance measurement with Sharpe Ratio
• Mutual Fund performance measurement with Beta
• Mutual Fund performance measurement with XIRR
• Mutual Fund Ratings

Mutual Fund Websites and Tools

• Mutual Fund Utilities (MFU)
• Starting a SIP with MFU
• List of Mutual Funds with MFU
• Using third-party websites for Mutual Fund investing

AMC specific discussions

• Mutual Fund Websites
• List of Mutual Funds serviced by CAMS
• List of Mutual Funds serviced by Karvy Mutual Fund Services
• Mutual Fund Website Review Checklist - What are the important features that investors expect from a MF website?
• Aditya Birla Sunlife Mutual Fund
• Axis Mutual Fund
• Baroda Pioneer Mutual Fund
• BNP Paribas Mutual Fund
• BOIAXA Mutual Fund
• Canara Robeco Mutual Fund
• DHFL Pramerica Mutual Fund
• DSP Mutual Fund
• Edelweiss Mutual Fund
• Essel Mutual Fund
• Franklin Templeton Mutual Fund
• HDFC Mutual Fund
• HDFC Housing Opportunities Fund - Series 1
• HSBC Mutual Fund
• IDBI Mutual Fund
• IDFC Mutual Fund
• ICICI Prudential Mutual Fund
• Invesco Mutual Fund
• Indiabulls Mutual Fund
• JM Financial Mutual Fund
• L&T Mutual Fund
• Mahindra Mutual Fund
• Mirae Asset Mutual Fund
• Motilal Oswal Mutual Fund
• PPFAS Mutual Fund
• Reliance Mutual Fund
• Reliance Simply Save App
• Reliance ATM Card
• Tata Mutual Fund
• LIC Mutual Fund
• Kotak Mutual Fund
• Principal Mutual Fund
• SBI Mutual Fund
• Sundaram Mutual Fund
• Taurus Mutual Fund
• Quant Mutual Fund
• Quantum Mutual Fund
• UTI Mutual Fund
• Union Mutual Fund

Registrars

• Computer Age Management Services Pvt Ltd (CAMS)
• Karvy MFS
• Franklin Templeton

Goal-based Investing with Mutual Funds

• Building Corpus for buying a House using Mutual Funds
• Lifestage Planning with Mutual Funds
• Building a Child Education scheme using Mutual Funds
• Building Marriage Corpus using Mutual Funds
• Mutual Fund plan for a just retired person
• Retirement Planning with Mutual Funds

Some mutual fund investing experiments

• Doing a daily switch from debt to equity for short term gains
• Mutual fund equity investing using Index and market performance as the criteria