Typically, retirement is the last and most important financial goal for most families. Before retirement, the kids would have ...

We determine the corpus needed for a 50-year-old to retire immediately if monthly expenses are Rs. 1,00,000?" Let us compute ...

A reader wants to know how to invest a retirement corpus of Rs 5 Crores.  Age: 55; wife's age 56; Annual expenses are about ...

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Before we begin, it is ...

The 4% withdrawal rule for retirement planning assumes excessive equity allocation (50-75%), which makes it impractical. To ...

In this article, SEBI RIA Abhishek Kumar reviews SEBI's Draft Circular on Revised MF Categorisation Rules. About the ...

Last year, when we published the Unified Pension Scheme vs National Pension Scheme Calculator, many readers were surprised ...

The mutual fund industry keeps talking about how X or Y fund or fund category is an “alternative” to a fixed deposit. Is this true? Which mutual fund is a good alternative to a fixed deposit? The ...

These are the mutual fund taxation rules for FY 2025-2026. These are derived from Manmohan Sethumadhavan’s fantastic Capital Gains Taxation Rules Ready Reckoner for FY 2025-2026. Surcharge and cess ...

I have been investing for my son’s future (college and other expenses) since Dec 2009 – a month before he was born (He is 15 now). Here are some lessons from this journey. When I started investing for ...

Super top-up health insurance is designed to cover medical expenses that exceed a certain limit the d. Given the continuous ...