Monthly Archives: October 2017

Save Tax & Create Wealth

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich For further information contact SaveTaxGetRich on 94 8300 8300 OR You can write to us at Invest [at] SaveTaxGetRich [dot] Com OR Call us on 94 8300 8300… Read More »

IDFC Tax Advantage Fund

Best Tax Saver Funds Online ü Diversified Equity fund – Avg Market Cap of Portfolio of 101341Cr ü Portfolio with a mixed exposure to Large, Mid & Small Cap ü Benchmark Sensitive (S&P BSE 200) – underweight/overweight sectors basis fund managers view Fund Management Process: ü Identifies companies based on a deep understanding of the… Read More »

L&T Tax Advantage Fund

L&T Tax Advantage Fund Online Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Tax Saver ELSS Funds. Save Tax Get Rich For further information contact SaveTaxGetRich on 94 8300 8300 OR You can write to us at Invest [at] SaveTaxGetRich [dot] Com OR… Read More »

DSP BlackRock Tax Saver Fund

DSP BlackRock Tax Saver Fund Online This Open Ended Equity Linked Savings Scheme is suitable for investors who are seeking* Long-term capital growth with a three-year lock-in. Investment in equity and equity-related securities to form a diversified portfolio *Investors should consult their financial/tax advisors if in doubt about whether the product is suitable for them… Read More »

FRANKLIN INDIA TAXSHIELD

FRANKLIN INDIA TAXSHIELD fund has an impressive longterm track record but, of late, its performance has dipped. The fund’s stewardship has changed and so has its approach. It is not being run with any market-cap bias but it remains heavily invested in large-cap stocks. The conservative large-cap focus–a stance carried forward from previous years–is partly… Read More »

Health Insurance Strategy

Health Insurance ensures that a medical catastrophe does not damage your financial health. But it may not cover all your medical bills. What can you do? When you invest for the long term, it is important to make sure that the returns your portfolio gets are ahead of inflation so that you get a real… Read More »

BIRLA SUN LIFE TAX RELIEF 96 Fund

BIRLA SUN LIFE TAX RELIEF 96 Fund has no particular bias towards any market cap size and takes a pure bottom-up view in portfolio construction. The emphasis is on quality–the fund manager prefers businesses with strong moats and the ability to sustain or achieve leadership position over a decade. The fund manager does not believe… Read More »

Beta and R-Squared

Mutual Fund Beta and R-Squared For a given change in the market, what returns can you expect from a fund? Beta and R-squared answers this question How often have you tuned into a business channel or opened the pages of a pink paper to be told where the markets are headed? The word currently going… Read More »

How EEE and EET Tax affect Retirement Investments

An important factor while choosing a financial product is its taxation, and for retirement savings, this is even more important as the sums involved are usually life-long savings. Here’s a look at the current tax treatment of three major long-term retirement planning products, which are – Employees’ Provident Fund (EPF), Public Provident Fund (PPF) and… Read More »