Kotak Securities : Review, Brokerage Charges, Features

Kotak Securities was founded in 1994 and is a subsidiary of Kotak Mahindra Bank. In this post, we look at Kotak Securities Review, Trading and Demat Account Opening Charges, Brokerage Charges in trading account and some of its salient features.

Kotak Securities is one of the fastest growing stock brokering house in India. They are the corporate member of Bombay Stock

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Mutual Fund Wiki

This post is a  Mutual fund wiki to help you with key resources and tools you require to understand mutual funds.

Understanding Mutual Funds

Mutual Funds as the name suggests are the collection of funds from numerous small investors. As an individual, it is very difficult for an investor to buy a variety of stocks and bonds because of the limited investment. As the individual investment in stocks lacks diversity, it is a high risk or unstable

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Mutual fund logos

A logo is a symbol or an emblem which represents graphically, a commercial enterprise or an organisation. The logo helps and promotes instant public recognition of the organisation. So below, are some few logos of popular mutual funds in India.

Mutual fund logos

Mutual Funds – An Overview

A Mutual Fund is a professionally managed investment vehicle that collects a pool of funds from many investors in order

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KYC forms for mutual fund

KYC is an acronym for- Know Your Customer. It allows banks to understand and know their clients and their financial dealings in a better manner. This enables them to serve their clients in a superior way and also helps to manage risks sensibly. KYC forms for mutual funds are available with CAMS or CVL.

You can download CVL KYC form  for mutual funds here

You can download CAMS KYC mutual funds here 

Why KYC?

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Mutual funds Consolidated Account Statements

What is Consolidated Account Statement?

Consolidated Account Statement or CAS is a single account statement which consists of all the financial holdings and transactions in an investor’s portfolios. This covers all schemes of the mutual funds. This statement provides a consolidated view of an investor’s financial assets. It aids in better understanding of the portfolio across different asset classes. It enables enhanced investor experience and benefits him/her to make better decisions, and simplifies the

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Best Arbitrage Funds to invest in 2017

Looking to invest in Arbitrage funds. We explain arbitrage funds in detail and also list Best Arbitrage funds to invest in.

Arbitrage Funds started gaining traction in India when liquid funds gains started getting taxed. In this post, we look at Best Arbitrage Funds to Invest in India. Taxation and risk are the main factors which concern the investors most. Before 2014, short-term debt funds were considered as best option for risk-free returns from investment in mutual

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Best Index Funds in India

Ever determined how Index gains or loose points. It all depends on the composition of Index. An index is a composition of stocks with large market capitalisation. Change in the price and weight age of the stocks included in the index moves the points. With the change in market capitalisation of stocks, weightage of stock in the index is determined. We look at the Best Index Funds in India in this post.
In the same way Index

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What is SIP and How SIP works : Working of Systematic Investment Plan

What is SIP?

systematic investment plan (SIP) is a small and easy plan offered to interested mutual fund investors. SIP scheme is very much similar to recurring deposit scheme wherein an investor invests small amount of money on regular basis. The underlying instrument in SIP is mutual fund though unlike RD. The SIP scheme helps an individual investor to invest under in the Mutual Fund scheme in instalment instead of a lump sum of amount. This post

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SIP vs PPF : A Detailed Comparison

A Systematic Investment Plan (SIP) is a small and easy plan offered to interested mutual fund investors. SIP scheme is very much similar to recurring deposit scheme wherein an investor invests small amount of money on regular basis. The SIP scheme helps an individual investor to invest under in the Mutual Fund scheme in instalment instead of a lump sum of amount. In this blog SIP vs PPF we compare SIP and PPF with regards to

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National Pension scheme (NPS) Calculator

National Pension is one of the popular tax-saving schemes. In this post we look at various NPS Calculator and how NPS calculators work.

National Pension scheme calculator works on the below few factors:

  1. Age
  2. Amount of contribution made
  3. Rate of return as prescribed by government for that given period of time.

So we will discuss now how each of these factors affect NPS calculation.

  1. Age of the interested investor: Any contribution made under NPS scheme can be withdrawn only when the

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