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Educational Resources

Guides and tutorials aimed at educating readers about financial concepts and investment principles.

How to Evaluate AIF Funds for Conservative Long-Term Value Investment Goals

When it comes to conservative long-term value investing, Alternative Investment Funds (AIFs) can provide a valuable opportunity to diversify...

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Introduction of Specialised Investment Funds (SIFs): A New Opportunity for High-Net-Worth Individuals (HNIs)

In February 2025, the Securities and Exchange Board of India (SEBI) introduced a new category of investment vehicles known as Specialised In...

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Understanding the Three Categories of Alternative Investment Funds: Cat I, II, and III

Regulatory authorities categorize Alternative Investment Funds (AIFs) into three distinct categories, which serve different investment objec...

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Demat Accounts: A Game-Changer in Democratizing Equity Markets

In the ever-evolving landscape of India’s financial markets, Demat (Dematerialized) accounts have emerged as a transformative force, making ...

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What Is P/E Ratio And Why it Matters in the Stock Market

The Price-to-Earnings (P/E) ratio is a fundamental financial metric widely used by investors to assess the relative valuation of a stock. It...

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A Simple Guide to Exchange Traded Funds

In the fast-paced world of finance, navigating investment options can be overwhelming. But if you’re looking for a straightforward and cost-...

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Misunderstanding the Power of Compounding

In the fast-paced world of stock market investing, the concept of compounding often takes centre stage as a critical factor for long-term we...

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A Comprehensive Guide to Portfolio Management Services in India

Portfolio Management Service (PMS) is a specialised service offered by professional money managers to manage investment portfolios on behalf...

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A Primer on Alternate Investment Funds in India

Alternate Investment Funds (AIFs) have grown in popularity as a new way to grow wealth due to their potential for higher returns. AIFs are p...

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Small Caps, Overlaps and ChatGPT

While it’s clear that conversational artificial intelligence is the new technological breakthrough everyone is talking about, using it to im...

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CAS: Your Most Important Investment Statement

The Consolidated Account Statement – or CAS – is a single, aggregated statement of all your investments in the securities market. All your i...

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Equity Investing: No Free Lunches

At the beginning of the new year, there is a lot of uncertainty and volatility in the economy and the financial markets. The tightening grip...

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Equity Investors Should Set Reasonable Expectations

With markets undoubtedly cracking over the last quarter, it is a good time to look back at the lastthree years and review our frame of refer...

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The Thing About Independent Directors

In theory, an independent director is a guardian of minority shareholder rights. The independent director is supposed to scrutinise question...

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Understanding Uncertainty

An important part of investing is understanding uncertainty – that we do not know what will happen. And yet, at the same time, we must remai...

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The Wrong Reason to Invest in the Stock Market

Many people think that an important benefit of investing in the public equities market is that they can withdraw or liquidate the investment...

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