Investment objectives lie at the very heart of personal financial planning and investment advisory services. The investment objectives can be broadly considered to be of two types – an explicit return objective in percentage terms either absolute or relative to a benchmark or a specific goal based approach, to accumulate a certain amount of corpus…
Tag: Personal Finance
Which PMS strategy is better – Concentrated or Broad-based?
Let’s take two well known examples – from the Marcellus fund house, their flagship PMS scheme, the Consistent Compounders Portfolio (CCP) and from the White Oak India fund house, their flagship PMS scheme, the Pioneers Equity Portfolio. The Consistent Compounders Portfolio (CCP) is a large cap focused PMS fund holding just fourteen stocks (as on…
18.6% CAGR: Marcellus Consistent Compounders Portfolio (CCP) – Great, good enough or bad?
And so, are the returns from the PMS fund great, good enough or bad? If you are invested in Marcellus CCP fund, the net value of your portfolio in CCP depends on when you started investing in the fund and the type of fee structure you opted for. The year of inception for their flagship…
Embassy Office Park REIT: A good bet to invest in the theme #officeagain 👩💼
April marks the beginning of the brand new financial year FY23 and the new year is going to be even more special as corporates have announced that the office re-openings are being scheduled for April too. This back to office is two months ahead of the school academic year which will begin in June. So…
Investment ideas for 18-25 year olds 🚶🏻♂️🚶🏻♀️
In college and pursuing graduate courses; food, accommodation and other expenses paid for by parents, popularly referred to as Gen Z; but the kids themselves most likely will not have any investible surplus. So where is the question of investing? It’s the parents who want to start the kids on their compounding journey and want…
Equwise: Mindful beginning to FY 22 🗓
It’s already 7 April. The first week flew past mainly due to Good Friday and Easter; fasting and feasting🥂. March was year end and that pressure from work is over. And before we start making vacation plans, it is a good time to take stock of our individual balance sheet; to see whether we have…
Investing in smallcase 🤑₹
Smallcase is an investment idea in the Indian equity market – to put it simply, a combination of the mutual fund concept and a stock systematic investment plan (sip). I have been doing both separately for sometime and now will try the smallcase way. As I mentioned in the prior post on smallcase, the investors buy…
Miles and smiles 