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  • Equity Mutual Funds 101: Everything a Noob Investor Needs to Know
    Mutual Funds

    Equity Mutual Funds 101: Everything a Noob Investor Needs to Know

    ByVenkateshwaran Subramanian August 22, 2023December 4, 2023

    If you’re a beginner looking to get started in investing, equity mutual funds could be the way to go. These funds pool together money from multiple investors to invest in…

    Read More Equity Mutual Funds 101: Everything a Noob Investor Needs to KnowContinue

  • The Ultimate Step-by-Step Guide to Opening an Account in the RBI Retail Direct Portal
    Bonds

    The Ultimate Step-by-Step Guide to Opening an Account in the RBI Retail Direct Portal

    ByVenkateshwaran Subramanian August 19, 2023December 4, 2023

    Key Takeaways Are you interested in opening an account in the RBI Retail Direct Portal? If so, you’ve come to the right place! In this comprehensive guide, we will take…

    Read More The Ultimate Step-by-Step Guide to Opening an Account in the RBI Retail Direct PortalContinue

  • Steer Clear of Pitfalls: Understanding Financial Biases
    Behavioural Finance

    Steer Clear of Pitfalls: Understanding Financial Biases

    ByVenkateshwaran Subramanian August 3, 2023December 4, 2023

    Key Takeaways Introduction Ever wonder why we often make less than optimal financial decisions, even when we have all the necessary information? Could these missteps be more than just mistakes?…

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  • Decoding Investment Schemes in India
    Investment Planning

    Decoding Investment Schemes in India

    ByVenkateshwaran Subramanian June 20, 2023June 20, 2023

    Introduction to Investment Schemes 💡 Ready to surf the dynamic waves of investment schemes? With a clever approach to investment schemes, your money can actively work towards securing your financial…

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  • Stock market
    Mutual Funds

    Index Funds – Understanding their Basics

    ByVenkateshwaran Subramanian May 23, 2023December 4, 2023

    Index funds are a type of mutual fund that aims to replicate the performance of a specific market index, like the S&P 500 or Nifty 50. Instead of trying to…

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  • Futures & options – Road to quick wealth?
    Risk

    Futures & options – Road to quick wealth?

    ByVenkateshwaran Subramanian January 30, 2023December 4, 2023

    SEBI released a report this month, featuring their analysis on the performance of individual traders in the equity futures & options (F & O) segment for the financial years 2019…

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  • Diversifying portfolio with debt investments
    Asset Allocation

    Diversifying portfolio with debt investments

    ByVenkateshwaran Subramanian January 19, 2023January 19, 2023

    Introduction: Allocating to Debt investments in your portfolio As a salaried professional, it is important to have a well-diversified investment portfolio to achieve your financial goals. One of the ways…

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  • Asset Allocation
    Asset Allocation

    Key factors in Asset Allocation

    ByVenkateshwaran Subramanian January 16, 2023December 4, 2023

    I. Introduction to Asset Allocation Asset allocation is the process of committing your money in multiple asset classes like equity, debt, cash, real estate, to balance risk and reward. It…

    Read More Key factors in Asset AllocationContinue

  • Comprehensive guide to risk management in personal financial planning
    Risk

    Comprehensive guide to risk management in personal financial planning

    ByVenkateshwaran Subramanian January 11, 2023December 4, 2023

    I. Introduction to personal financial planning Personal financial planning, in simple terms, is the process of managing one’s finances to achieve their set financial goals. It includes creating a budget,…

    Read More Comprehensive guide to risk management in personal financial planningContinue

  • How to analyse an active equity fund factsheet
    Mutual Funds

    How to analyse an active equity fund factsheet

    ByVenkateshwaran Subramanian December 13, 2022December 4, 2023

    Investopedia defines equity funds as “a mutual fund that invests principally in stocks. It can be actively or passively managed”. According to SEBI regulations, an equity mutual fund must invest…

    Read More How to analyse an active equity fund factsheetContinue

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Venkateshwaran Subramanian is a SEBI Registered Investment Adviser (IA) and a CFP Professional | RIA certificate no – INA000012175 | Registration issued on 23/12/2018 | Registration Validity – Perpetual | Type of RIA registration – Individual

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