Money Saver Guide

06/04/2026

Hello, I just now attended this workshop on India Financial Wellbeing Day 2026. Excellent transformational content on money, goals and life.

As a member, I have few passes available for next workshop happening on May 2nd, two hours live with interactive online tools.

I encourage you to attend. Reply / DM if interested will share the free invite. Thanks.

30/01/2026

https://www.facebook.com/100064791875946/posts/1334135422089508/

For educational purposes only.

04/03/2025

PASSIVE MF vs ACTIVE MF
"People make the mistake of thinking that if a fund is passive, it will fall less or do better than active funds.

They expect that since there is no fund manager bias and the expense ratio is lower, the performance will be better.

In reality, passive funds are not supposed to do anything extraordinary in a bull market or a bear market.

Accounting for scheme expenses, passive funds are likely to deliver returns similar to the underlying index," said Amol Joshi

Many smart beta funds have fared worse than their comparative market-cap-weighted index in the recent correction.

11/12/2023

18/05/2023

Interesting article.

According to a study based on Knight Frank’s Wealth Sizing Model, the wealth needed to join their ranks varies sharply from country to country. In Monaco, which has the world’s densest population of super-rich individuals, the entry point for the one per cent club is $12.4 million.

30/12/2021

List of the Mutual Fund houses that accept investments from NRIs based in the USA and Canada are:
Aditya Birla Sun Life Mutual Fund
SBI Mutual Fund
UTI Mutual Fund
ICICI Prudential Mutual Fund
TATA Mutual Fund
PPFAS Mutual Fund
Sundaram Mutual Fund
Nippon Mutual Fund
Franklin Templeton Mutual Fund

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Send a message to learn more

30/12/2021

What are the ways in which I can invest in India in the name of my minor granddaughter who lives in the U.S. and is an American citizen by birth.

Readers can send in queries on personal finance and investing to [email protected]

30/12/2021

If you have nominated (in mutual funds) your children who are settled in the US and Canada, please read this article.

Having a nominee or a joint account holder, and a proper Will make succession planning a simple task

26/11/2021

Responsible Investors stay calm and focused on their goals. They don't rejig their investment portfolio after reading such instant gratification News Headlines.

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.