Mutual funds provide several options that allow you to generate tax-efficient regular income and make your money grow at a healthy rate. A systematic withdrawal plan (SWP) can be a smart strategy to achieve both these objectives.

If you intend to invest for the long term, you would generally have the capacity to invest in equity and equity-related funds as you can wait out the inevitable ups and downs of the markets. 

With an increasing number of investors starting their investment process with a financial plan in place, most of them have a clear map for the road ahead and the improved ability to achieve their investment goals.

With an increasing number of investors starting their investment process with a financial plan in place, most of them have a clear map for the road ahead and the improved ability to achieve their investment goals.

If you are looking to start investing in mutual funds, the current market level shouldn’t be a deterrent. Equity markets tend to go up and down, but in the long run, they help you earn better returns than other asset classes provided you stay disciplined and invest with a clearly defined time horizon.

The systematic investment plan (SIP) has emerged as the most preferred way for retail investors in India to park their funds in equity and equity-oriented funds.

Most investors focus on what they need to do to achieve their investment goals, improve portfolio returns and maintain a balance between risk and reward.

Mutual funds are a simple and an efficient investment vehicle. However, if you want to benefit from the true potential of this wonderful investment vehicle, you need to plan your investments well and build a portfolio that has the right mix funds to deliver the desired results. Here’s how you can get the best out of your mutual fund portfolio. 

Volatility in the stock market is a natural phenomenon and hence you must be prepared to tackle it at all times

Planning your investments goes a long way in improving the chances of achieving different investment goals over varied time horizons.

It is heartening to see an increasing number of Indian investors adopting a disciplined approach through SIP for investing in mutual funds.