Explained: How to check Demat and mutual fund investments in NSDL, CDSL apps

Central Depository Services (India) Limited (CDSL) and National Securities Depository Limited (NSDL) have launched the unifying features in the investor apps of CDSL and NSDL, which are believed to be a major step towards democratizing investor access to crucial financial data across Market Infrastructure Institutions (MIIs).The unified investor web and mobile applications (MyEasi by CDSL […]

How to open a mutual fund account for minors? A step-by-step guide

Mutual funds are a popular choice among investors seeking to achieve various financial goals. One of the best aspects of mutual funds is their ability to cater to goal-based investing, such as retirement, buying a house, or funding your child’s education or marriage. Investing for your children is an important financial goal. It is like […]

How to build your own target-date retirement fund

For years, I ran my own business, and right around this time of year, I would get whipped up trying to pick mutual funds for my Individual Retirement Account (IRA). As the April 15 tax filing deadline drew near, my accountant would shoot me the maximum amount I could contribute to my IRA based on […]

How to review your mutual fund investment portfolio in 2025

Many mutual fund investors consider the end of the year and new year as the best time to review their investment portfolio. If you are thinking of taking a close look at your mutual fund portfolio, we can help you. Investors often check the net asset value of their investments. One should forget to constantly […]

How to become rich in 2025: These 15 mutual funds can help you achieve your goal

How to become rich in 2025: Building wealth is like running a marathon, not a sprint. While there’s no magic formula for getting rich quickly, mutual funds ( MFs) offer a diversified approach to investing that is ideal for long-term financial goals and helps investors amass wealth.  Mutual fund investments are indirect exposure to the […]

Investment planning: How to invest Rs 20 lakh for 5-7 years for steady returns ?

I inherited Rs 20 lakh and want to invest it conservatively for 5-7 years, prioritising capital safety and stable returns. I’m cautious about risks and prefer not to use fixed deposits. Could you suggest mutual funds that offer steady growth with limited volatility? Rushabh Desai Founder, Rupee With Rushabh Investment Services: For capital preservation with […]

How to turn stock market losses into tax savings

Stock market losses are never pleasant—whether through direct equities or mutual funds—but they offer a rare silver lining: the potential to reduce your tax liability through capital loss set-offs. Here’s how savvy investors can use this to their advantage. Set-off against gains Capital losses can be set off against capital gains, allowing investors to reduce […]