CATEGORIES
Error of omission vs error of commission
Rather the former than the latter
A Tax In Time Saves You Dime
Taxes aren’t always bad for your investments. Here’s when you shouldn’t avoid them
Complexity over simplicity
The perils of us ignoring simple investment options for exotic structures
'Value reset is behind us'
Neelesh Surana, a seasoned fund manager with a strong long-term track record, explains his optimism for new-age companies, and more
The Peace of Mind Service
Here’s the most valuable aspect of our Value Research Premium service Service
INVESTING BLUNDERS: NEVER DO THESE FIVE FOOLISH THINGS
When it comes to doing something well, there are two kinds of activities in this world. One, where you have to do the right things, or you will not succeed. And two, where all you have to do is avoid doing the wrong things, and you will succeed
Your Tax Report
There's no better way for investors to keep track of their taxation than Value Research Online investment-related
MASTERING Mutual Fund Tax Changes
A step-by-step guide to paying less tax on your earnings
'Valuation risk has significantly reduced'
Harsha Upadhyaya explains the reasons for his funds' lean phase in 2020-21 and the recovery thereafter
Simplifying SEBI's new mutual fund changes
The markets watchdog’s new initiatives can alter and strengthen your rules of engagement
Should You Prepay Your Home Loan?
Sunaina wants to know if she should use her annual bonus to prepay her home loan or invest in equities
Good times ahead
A promising outlook with the headwinds of 2022 in the rearview is setting short-duration funds up for some good returns this year
'We're not deep value, quality or growth at any price investors'
Rahul Singh explains what’s worked and what’s not since he took over the reins of Tata AMC’s equity division
Let India Make You Rich
Did you miss the bus? Don’t be sad, embarrassed, or defensive. Some 90+ percent of our country also missed it.
The real goal
It's now easier to invest in mutual funds, get good returns and meet the financial goals of your life than it has ever been before.
Too passive?
To the list of red-hot debates among investors, you can add the ‘passive versus active’ dispute right on top.
A 2023 roadmap for international investors
Mind the bump! Overcome that and it should help you in the long run
How To Save Income Tax At The Last Minute
These simple things can help you save thousands of rupees but you must act fast while you still have time
'2023 will perhaps be a year where some growth challenges come to the fore'
Roshi Jain, who is at the helm of managing a few of the prominent schemes at HDFC AMC, shares her tenets of managing the schemes. Jain, who is a Senior Fund Manager at the fund house, says that Indian markets are trading at a premium to global markets and investors should brace for volatility.
Budget FAQs
Frequently Asked Questions about BUDGET
DON'T PUT OFF TAX SAVING TILL THE LAST MINUTE
\"The main problem with today's generation is that they never feel they have enough to save\"
Persuading yourself to be a saver
How to save enough for the future without being a miser
The brightest gem in the 80C basket
In spite of the boost given to the new tax regime in the recent Union Budget, tax-saving funds remain a useful option for those opting for the old tax system
India's best life insurance plans
Unsung heroes rarely get the attention they deserve. They do their job better, are the lifeblood of any ecosystem, but remain criminally hidden in plain sight. The good-old life term plans are one such example. If someone received secondary treatment, it was them. But that's all. about to change now.
Negative Return, Positive Investors
2022 was not a pleasant year for mid-cap and small-cap investors.But investors don't seem to have lost faith in this segment as yet. That's good.
How to save tax after selling a house
Atin has sold a house for a profit and wants to know how he can save tax. He has three options.
Mind your expenses
More than the quantum, it's the way expense ratios are configured which needs a rethink
How to surrender your life-insurance policy
Life insurance is among the most mis-sold products. Here's which type of life-insurance policies you should have and how to exit the undesirable ones.
Welcome 2023
Lessons from the year gone by and how to profit from them this year
'I am a perennial bull on small and mid caps'
R Srinivasan, CIO - Equity at SBI Mutual Fund and the chief architect of SBI Small Cap Fund's dream run, is an interviewer's dream. Unlike many folks in the industry, he is comfortable tackling the most unpleasant of questions. There's also the fact that he is one of the few fund managers in the industry who has made his name by using the bottom-up approach to choosing stocks (a style of stock selection that focuses more on the company stock and less on market cycles). \"I am not much of a macro expert,\" he tells us matter-of-factly. This streak of honesty carries through the rest of the conversation as he talks about his stock holdings, market valuations and the small-cap universe.