Investments
Latest
Market Insights
The Indian government’s Union Budget 2025 has introduced significant changes to the income tax structure, aiming to reduce the tax burden for a broad range of taxpayers. Here’s a simplified breakdown of the new tax slabs and the potential savings: Revised Tax Slabs: Who Benefits: 1. Income up to ₹12 lakh: No tax liability due […]
Mutual Funds
Investors often wonder if increasing their SIP contribution periodically makes sense. SIP Top-Up allows investors to boost their monthly investment, leveraging future income growth or reduced expenses. The report by WhiteOak Capital Mutual Fund highlights key insights into who should consider this feature. Successful SIP: The Smart Investor’s Choice! A successful SIP is more about “Starting […]
Sunday Stories
The Trading Struggles That Kept Ajay Away The wedding venue buzzed with energy, the sound of laughter and music filling the air. Amid the festivities, Ramesh, a finance professional known for his expertise and keen observations, spotted his cousin Ajay sitting alone on the terrace, holding a cup of tea and looking pensive. “Ajay!” Ramesh […]
Options
Investing in options during negative or sideways markets requires a strategic approach to capitalize on limited price movements or declining trends while minimizing risk. Options offer flexibility, allowing traders to implement strategies that benefit from low volatility, slight price declines, or neutral market conditions. Here’s a guide to effective option strategies for negative to sideways […]
Investments
In today’s hyper-connected world, social media platforms have become a dominant force in shaping public perception. Whether it’s breaking news or financial updates, platforms like Twitter, Facebook, and YouTube amplify information at an unprecedented speed. While this can be beneficial for staying informed, it also creates a dangerous cycle of fear and overreaction, especially in […]
Navia App
nCoins
In the dynamic landscape of financial trading, minimizing costs is key to maximizing profits. At Navia Markets, we’re excited to present an unparalleled trading experience that not only offers zero brokerage across all segments but also empowers you to eliminate other charges with our innovative rewards program: nCoins. This means you can trade for free, enhancing your investment journey like never before. Zero Brokerage: The […]
Mutual Funds
Investors often wonder whether switching their Systematic Investment Plan (SIP) to the best-performing index each year could yield better returns. Let’s explore this with reference to the detailed SIP study conducted by WhiteOak Capital Mutual Fund. Successful SIP: The Smart Investor’s Choice! A successful SIP is more about “Starting Early”, maintaining the discipline of “Investing Regularly”, investing […]
Mutual Funds
SEBI (Securities and Exchange Board of India) has introduced Specialized Investment Funds (SIFs) to offer targeted and tailored investment opportunities while maintaining simplicity. Key Features Feature Details Minimum Investment Investors must commit at least ₹10 lakh across all investment strategies. This limit does not apply to accredited investors. Fund Manager Certification Fund managers must hold […]
Sunday Stories
Tanmay’s Unsuccessful Scalping Trading The sun was just beginning to rise, casting a golden hue over the jogging track where Ravi, Meera, and Tanmay met for their regular morning run. Fitness brought them together, but their conversations often strayed into their personal lives and interests. As they jogged at a steady pace, Tanmay let out […]
Market Insights
Week in the Review The Indian equity indices lost further ground in the volatile week ended January 24 as investors remained cautious ahead of Trump policies, persistent FII outflow, mixed Q3 earnings, and global markets. However, market got some support from rupee appreciation and falling crude oil prices. Indices Analysis This week, BSE Sensex shed […]
Investments
The Nifty 500 Equal Weight Index offers investors a unique approach to diversification by assigning equal weight to each of the 500 companies within the Nifty 500 Index, regardless of their market capitalization. This strategy contrasts with traditional market-cap-weighted indices, where larger companies have a more significant influence on performance. Key Features of the Nifty […]
Mutual Funds
Investors often wonder whether selecting a specific date for their Systematic Investment Plan (SIP) can impact long-term returns. Common suggestions include choosing dates around the start, middle, or end of the month, or even near the monthly Futures & Options (F&O) expiry, when market volatility tends to be higher. But does timing the monthly SIP […]
IPO
The Indian Mainboard IPO market in 2024 saw 93 listings, with 74 delivering positive listing day gains and 65 still trading above their issue prices. That’s almost a 80% win rate (same as 2023). 2024 can be recorded as the year of IPO’s with 50% more IPO’s being listed (93) compared to 2023 where 60 […]
Mutual Funds
1. SIP growth 🔸 The SIP book in India has grown significantly in the last decade, crossing ₹15,000 crore monthly inflows in 2024. 🔸 Over 6 crore SIP accounts are currently active, showcasing the increasing popularity of this disciplined investment approach. 2. SIP Tenure and Wealth Creation 🔸 Longer the Tenure, Better the Returns: Historical data […]
Sunday Stories
A Chance Reunion with Financial Insights Aaditya, a seasoned financial advisor known for his calm demeanor and sharp insights, had always been the dependable friend in their school days. On a quiet Saturday morning, he bumped into Devika, his old schoolmate and a successful businesswoman, at a local supermarket. “Aaditya!” Devika exclaimed, her face lighting […]
Market Insights
Week in the Review The Indian equity market extended the profit booking in the second consecutive week led by continues FII selling, mixed global markets, further rupee depreciation and rising dollar and crude oil prices. Indices Analysis This week, BSE Sensex declined 759.58 points or 0.98 percent to finish at 76,619.33, while the Nifty50 index […]
ETF
Mutual Funds
When starting a Systematic Investment Plan (SIP), investors often wonder whether daily, weekly, or monthly SIPs are more profitable. The SIP study by White Oak Capital Mutual Fund provides valuable insights on this frequently asked question. Successful SIP: The Smart Investor’s Choice! A successful SIP is more about “Starting Early”, maintaining the discipline of “Investing Regularly”, investing […]
Market Insights
Week in the Review The Indian market snapped two-week gaining streak and posted biggest weekly fall in last 2 months amid selling across the sectors barring IT, persistent FII selling, mixed global markets ahead of uncertainty around US Federal Reserve rate plans going ahead and rupee depreciation. Indices Analysis This week, BSE Sensex shed 1844.2 […]
Sunday Stories
Welcome to the Investment Club: Unpacking the Market’s Animal Kingdom The local investment club was buzzing with activity as members gathered for their weekly meeting. The aroma of freshly brewed masala chai filled the air, and the familiar warmth of Mrs. Iyer’s office made everyone feel at ease. The topic of the day: stock market […]
ETF
MTF
Investors often wonder whether starting a Systematic Investment Plan (SIP) at the market’s peak or bottom yields better returns. Conventional wisdom might suggest waiting for the market to decline before investing. However, a detailed analysis based on historical market data from the BSE Sensex TRI reveals some surprising insights. Analysis Overview The study considered various […]
ETF
Mutual Funds
Investors often grapple with the dilemma of whether to stop their SIP (Systematic Investment Plan) during market downturns. It’s natural to feel concerned when returns seem discouraging. However, historical data suggests that staying invested during such periods can be beneficial. Key Insight from the Study: The SIP analysis conducted on BSE Sensex TRI from August […]
ETF
Mutual Funds
When investing through a Systematic Investment Plan (SIP), determining the appropriate time horizon is crucial. Historical data indicates that longer investment durations can mitigate market volatility and enhance returns. Historical SIP Returns Overview SIP Period Maximum Return Minimum Return Average Return Median Return % Times Positive Return % Times > 8% Return 3 Years 52.4% […]
Market Insights
📈 A Look Back at the Indian Stock Market in 2024 2024 was a year of ups and downs for the Indian stock market, filled with record highs, volatility, and a mix of global and domestic factors. Here’s a recap: Key Highlights ● A Rollercoaster Start: The year began with the Sensex and Nifty hitting all-time […]
Market Insights
Week in the Review The Indian equity market continued the winning run on second consecutive week led by FIIs buying during the week, robust auto sales dat, better GST collections, however, erased some of the weekly gains amid Friday’s sell-off. Indices Analysis This week, BSE Sensex rose 524.04 points or 0.67 percent to close at […]
