At Capital Surge, we actively track about 50 equity mutual fund schemes by various AMCs. These funds have been shortlisted based on their ratings on Morningstar. Below, we provide a review of the best and worst of mutual fund schemes in 2016. A word of caution – this summary is purely based on the schemes' … Continue reading The Best and Worst of Mutual Funds in 2016
On 14 October, Samir Arora, founder of Helios Capital, posed the following question on his twitter account: It was a nice way of highlighting the apparent contradiction that a lot of market commentators fall into when categorising investors as short term and long term. In our view, there are simply investors on the one hand … Continue reading Long term vs. short term investors – a correct distinction?
Did you make any resolutions concerning your personal finances last January? If so, how did you do? Did you attain your financial goals, or you didn’t stick to your resolutions? January is a time to look back as well as look forward - review your financial performance for the past year, and then look for … Continue reading New year resolutions you can keep…
People are living longer. Meanwhile, a lack of planning, the global economic crisis, and unexpected events have all conspired to lower the retirement income for many retirees. If you think you are well prepared to retire in style, think again. Recently, HSBC conducted a survey titled ‘The future of retirement – Life after work’, to … Continue reading Yes, the retirement landscape has changed!