Author: Vipin Khandelwal

Vipin is a SEBI Registered Investment Adviser. He works with investors to make better decisions and create behaviour alpha.

Update: Embassy REIT 2QFY2021 is down

Reading Time: < 1 minute Source link | Twitter Handle I began coverage of Embassy Office Parks REIT in July 2020 with an idea to understand REITs in general as well as the specific investment opportunity. Using the annual report of FY2020 as the basis, it appeared then that the REIT stood strong against COVID headwinds. Loaded with Commercial Grade […]

Porting health insurance? Waiting period for higher cover

Reading Time: 2 minutes Source link | Twitter Handle There are times when you outgrow your current health insurance policy and you need to take another one. That is when you decide on porting health insurance. A higher sum assured and / or more benefits with a similar premium are primary drivers of this decision. The key benefit of […]

New SEBI guidelines for risk scoring mutual funds

Reading Time: 3 minutes Source link | Twitter Handle “Never let a crisis go waste”. SEBI has taken this adage seriously and come out with a comprehensive set of guidelines to communicate risk associated with mutual fund schemes. Remember the image below. This is a RiskOMeter. You see it as a part of your mutual fund scheme factsheet. The […]

LIC Jeevan Umang – Is there room for joy?

Reading Time: 2 minutes Source link | Twitter Handle I woke up this morning to a WhatsApp message from a friend. A terse “Let me know your comments” was added to a PDF of LIC Jeevan Umang and its benefit illustration. “OK. Here it comes…again.” Read about LIC Jeevan Shanti Plan I sit down, open the PDF on my […]

SEBI pokes multicap funds – What should you not do?

Reading Time: 4 minutes Source link | Twitter Handle On Sept 11, 2020 (yes, 9/11), SEBI issued a circular redefining market cap exposure limits for multicap funds. SEBI now wants multicap funds to adhere to a structure where it invests minimum 25% each in large, mid and small caps. The balance 25% can be invested anywhere. This is in […]

The curious case of PGIM India Global Equity Opp Fund

Reading Time: 4 minutes Source link | Twitter Handle PGIM India Global Equity Opp Fund – Naam to suna hoga! The fund has been hitting the roof with the stupendous returns putting all other international themed funds to shame. This is how a lay investor sees it. Peer comparison for PGIM India Global Equity Opp Fund with international funds; […]

Corporate Bond Funds – What to expect now?

Reading Time: 2 minutes Source link | Twitter Handle Corporate Bond Funds have been on a rock and roll. Check the increasing AUM of the funds. Investors are flocking on the back of double digit returns in this category. The events of the last few months seem to have had no impact on them. How long is the party […]

The marginal utility of Money

Reading Time: 3 minutes Source link | Twitter Handle The American multimillionaire, John D. Rockefeller, was once asked, “How much money is enough?” His answer: “Just a little bit more.” If you ask yourself the same question, what will your answer be? A crore, a 100 crores or somewhere between the two. You ask 100 people and you are likely to get […]

Quiz 2020 – Can you navigate the tax landscape, unhurt?

Reading Time: < 1 minute Source link | Twitter Handle As you know, several tax changes have been introduced over the last couple of years related to all your favourite investment options and financial planning tools. Do you grasp them all? Let’s find out. Here is a fun quiz (updated for year 2020) to help you know how ready are […]

Back To Top