MF taxation

Get the Mutual Fund Taxation details as per new rules of FY 2023-24.

Types of Return

Gain insights into the various Types of Return calculation methods employed within the Mutual Fund industry, empowering you to make well-informed investment choices

5 Financial Resolution for the New Year 2023

5 Financial Resolution for the New Year 2023

SIP-Myth Buster

This is an excellent presentation on regular questions & objection raised by investors.

Real Estate Investment Trusts

REITs: A Smart Way to Invest in Real Estate!

Balance Advantage Fund / Dynamic Asset Allocation Fund

Have a curiosity about different mutual funds? Here is all about Balanced Advantage Funds and Dynamic Asset Allocation Funds.

National Pension System (NPS)

National Pension System is one of the most popular retirement savings schemes in the country. Get a glimpse of the same in this presentation and share with your clients

Retire Easy

Everyone wants to have a happy retirement. No one wants to take a back seat during those years because of finances. Here is how one can achieve it.

ELSS

Use this presentation for higher ELSS sales this financial year.

Rupee vs. Dollar

Performance of the Indian Rupee against U.S Dollar is of much interest. Find here the historical INR/USD data.

Large Cap vs Mid Cap vs Small Cap

There has always been a debate on which category of funds to choose. Let us dig a little deep

Liquid Funds

The most basic of debt funds. Take a look at what liquid funds are