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                         Things to know about small-cap funds:

As per SEBI’s mandate, small-cap funds must invest at least 65% of their assets in small-cap stocks. The balance can be invested in large-cap, midcap, and other assets. These funds invest across industry sectors to diversify risks.

251st company onwards in terms of full market capitalization are known as small-cap stocks. Small-cap stocks are perceived to be riskier than large cap and midcap stocks, but they have higher returns potential than midcap and large-cap stocks in the long term.

The small-cap mutual funds try to take advantage of such companies. Here is a detailed guide on small-cap funds and their advantages.

In this blog, we have discussed a study on the relationship between the ‘much-talked topic’ Bitcoin and Gold. In order to study the relationship, we have plotted a ratio chart i.e. Comex Gold future / CME Bitcoin future (in percentage terms).

To come up with our assumptions we have used mean revision theory. The mean revision suggests that price volatility or historical returns of an asset will eventually revert to the long-term average or mean value of that entire period. Also, in the lower pane of the charts, we have plotted RSI (Relative strength index) to study the momentum of the ratio. 

In order to boost domestic manufacturing and cut down on import bills, the central government in March this year introduced a scheme that aims to give companies incentives on incremental sales from products manufactured in domestic units. Apart from inviting foreign companies to set shop in India, the scheme also aims to encourage local companies to set up or expand existing manufacturing units

March end is approaching fast, and the race to save tax. Given below is the ‘thumb-rule guide to help you to tax saving and interest on late payment of taxes at the filing of your income tax returns. We have placed the pointers in chronological order so that it takes us through a seamless flow: 

Long-term capital gains (LTCG) are taxable under the Income Tax Act. However, you can get exemption on LTCG tax under Sections 54, 54F, and 54EC. While Sections 54 and 54F pertain to purchasing a house with the capital gains made, Section 54EC allows you to claim exemption from LTCG tax on the purchase of notified government bonds.

Capital Gain Bonds are being issued as “Long Term Specified assets” within the meaning of Sub Section 54EC of Income Tax Act 1961. Those desirous of availing exemption from the capital gain tax under section 54EC may invest in these bonds.

Capital gain arising from the transfer of the Long-Term capital assets can be invested in these bonds within a period of six months from the date of transfer of the asset for getting exemption from the capital gain tax under section 54EC. The maximum limit for investing in these bonds is Rs.50 Lacs and minimum Rupees Ten Thousand.

Are you one of those people who wants to earn regular income on there fixed-income investment? Than this blog is for you. And, when it comes to fixed income plans so there are so many options to invest in. PPF, NSC, bank fixed deposits, and the best one is NCD.

An investment pool of debt funds is like a mutual fund or a foreign exchange fund where fixed revenue assets are a primary holding. A debt fund investment may invest in short-term or long-term bonds, securitized products, financial market tools, or the floating debt rate. The debt fund fee levels on average are less than the equity funds because the total administration expense is lower.

Normally when we asked for an investment in mutual funds for the long term, we heard from everyone who does SIP. As a layman, the first question that comes to mind is What is SIP? 

Companies have a variety of different ways of raising money. For example, IPO (Initial public offerings) is how businesses receive capital from retail investors. On exchanges such as BSE and NSE, the stock is listed after the IPO. The funds raised by the company during the IPO are then used for the growth of the business.

Likewise, they collect capital through NFOs (New Fund Offers) with AMCs (asset management companies). It is through an NFO scheme that new mutual funds come into being. Funds received in the NFO by the AMC are used for securities purchases in compliance with the scheme's mandate. NFO certainly seeks your attention if you are looking to learn more about mutual funds.

Hello readers, In today's blog we are going to discuss What is wealth management and how with the best wealth management strategy you can achieve your financial goal? There are several parallels between financial and physical health. Both are ongoing journeys, not one-time events. For example, it is not sufficient to achieve one's target weight but rather to sustain it at the same amount. Similarly, when it comes to our financial capital, it is more than just making money. Rather, one should concentrate on constantly expanding it.

Both of these journeys become simpler and more fruitful when you have a Wealth Management strategy that will guide you every step of the way. A personal trainer is to your physical health what a wealth management professional is to your financial health.

MFT (Margin Trading) Facility is a service that allows an investor to purchase shares and securities from available capital by paying a fraction of the overall transaction value (margin). Depending on the investor's availability, the margin may be offered in the form of cash or shares as collateral. In today's flog we are going to take a look at the most frequently asked questions about MTF trading. So, let's begin.

“The person who starts simply with the idea of getting rich won't succeed; you must have a large ambition.” ~ John D. Rockefeller.

Hello readers, a few weeks back we started with the series to make technical analysis easy for beginners. In our first part of the series e discussed What is technical analysis? Technical analysis is one way to analyze potential investments to determine if or when to buy or sell. And, today we are going to read about What is Japanese candlestick charting technique? how these candlestick patterns enable traders to understand the market? and how to understand these Japanese candlestick charting techniques? everything is covered in today's blog. So, let's begin with what is Japanese candlestick charting technique? And, the importance of candlestick patterns in technical analysis. 

Exploring the best long-term stocks in India? Our blog offers valuable insights on selecting the ideal stocks for your portfolio. Beyond expert guidance on share selection, we have spotlighted five of the best stocks to invest in India for the long term in 2024. Dive into strategic investing with us! To learn more and get started on your path to financial freedom, please feel free to contact us.

Equity mutual funds, What is equity mutual fund? Equity mutual funds invest primarily in shares of listed companies. Equity funds may invest in companies belonging to different sectors and maybe diversified across different market capitalization segments like large-cap, mid-cap, and small-cap. Large-cap, mid-cap, and small-cap funds can be found in AMC based on their investing in distinct market capitalization sectors.

What does ETF stand for? An ETF stands for Exchange Traded Fund, which unlike regular Mutual Funds trades like a common stock on a stock exchange. The units of an ETF are usually bought and sold through a registered broker of recognized stock exchanges. The units of an ETF are listed in stock exchanges and the NAV varies as per market movements.

In our life, we always want different options. If we want to go for outstation then different options may be local or global and so on. Same way when we go for investing it also comes with different options as well choices. As an investor, you have different asset allocations like Debt, Equity, Mutual fund, currency, commodity, etc.

We are discussing investment in the mutual fund segment and how can you invest. The options of investment if different assets like debt mutual fund, equity mutual fund, or others are available options to investors which category or scheme investor want to invest. Along with the option, one can also choose how to invest in mutual funds. So, let's discuss what is systematic investment plan and lumpsum investment are and the key differences in both.

Tata Motors is coming up with another tranche of perpetual bonds after the first good tranche

Hello readers, I hope you have read our last blog on margin trading facilities. But, today we are going to talk about various types of margin in the stock market. The customer must deposit a certain amount of money with the broker in order to buy or sell stocks on the exchange. The margin is the name given to this amount of money. The degree of margin required by traders is determined by the exchange, as is the case with many other regulations, depending on the amount of volatility and volume. so let's take a deep dive into the types of margin in the stock market.

Just as we are faced with day-to-day uncertainties about the weather, health, traffic, etc, and take steps to minimize the uncertainties, so also in the stock markets, there is uncertainty in the movement of share prices. This uncertainty leading to risk is sought to be addressed by margining systems by stock markets.

With reference to the SEBI circular dated 20th July 2020, Peak Margin has been introduced in the Equity, Commodity & Currency segment from 1st December 2020.

W.e.f 1st June 2021, there will be an increase in PEAK margin from the existing 50% to 75% of the total margin. Accordingly, intraday leverage provided for Equity Cash and F&O Intraday will be changed.

This is an important update regarding Peak Margin which is going to be increased w.e.f. 01.06.2021 across the segments. The 3rd phase of peak margin (75% of (Peak margin obligation of the client across the snapshots) shall be compared with the respective client peak margin available with the TM/CM during the day. But before all that let's know What is Peak margin?