Latest Posts

Which are the high-risk and underperforming mutual funds that can be avoided by investors?

This article categorizes mutual funds based on relative performance, highlighting those offering lower returns at higher risk which can be potentially avoided by investors.

Case Study: How should couples in their 40s with a new baby plan their financial future?

Did you welcome a bundle of joy in your 40s? This article will discuss ways of planning the child’s (and your’s financial future)

Bottom fishing tracker: which mutual funds have fallen the most?

This article gives you the list of the biggest declines in equity mutual funds since their last peak.

Are We in a Bear Market? What is Mutual Fund Performance Data telling us?

This article explores the signals from the mutual fund market to see if we are currently in or approaching a bear market in India.

Can You Buy a House with EMI Equal to Rent? Here's How

This article explores the math behind matching your EMI to your rent, highlights the role of rental yield and loan tenure, and helps you understand why leveraging your house purchase is a good decision.

Safe Withdrawal Rates and Required Portfolio Returns For Retirement Planning

This article brings together the interrelationship between the size of the retirement corpus, inflation, asset returns, longevity and the amount you wish to spend in retirement.

The worst performing mutual funds of 2024: are you invested in these funds?

This article shows the funds and categories of mutual funds which have been the worst performers in 2024.

Analyse Your Mutual Fund Portfolio for Free with Arthgyaan's Mutual Fund Review Service

The Arthgyaan Mutual Fund Portfolio Review Tool is a free, easy-to-use online service that helps investors analyze and optimize their mutual fund portfolios.

The 2024 Arthgyaan Year in Review

This blog completes its fourth year with 100+ new posts in 12 months. Here’s looking back.

Stock Markets do not give Fixed Return like FD: What to do instead?

This article debunks common myths about SIPs and SWPs, showing how unpredictable returns impact wealth creation and retirement planning since you will never get fixed steady or average returns.

Can senior citizens get both safety and high returns from their retirement portfolio?

This article provides an alternative to the usual safe investments that retirees choose vs growing their wealth without taking market risk themselves.

What NRIs Must Do With Indian Investments Before the Year-End? PFIC, FATCA, DTAA and ITR rules Simplified

This article simplifies compliance for US, Canada, UK, and Australia-based NRIs, covering FBAR, FATCA, PFIC, and T1135 requirements.

Frequently asked questions (FAQs) on SEBI's new Specialised Investment Funds (SIF) which sit in between Mutual Funds and PMS

This article explains the basics of SEBI’s new Specialised Investment Funds which offer advanced strategies that mutual funds cannot and is suitable for investors below the PMS ₹50 lakhs threshold.

When should you buy a house if your goal is FIRE or early retirement? In your 30s, 40s or 50s?

This article explores how purchasing a house affects your retirement timeline, offering scenarios based on your early retirement goals.

The lie of enjoying financial freedom via SWP from mutual funds

This article will show how starting an SWP once you are retired (early or otherwise) does not always guarantee a comfortable lifestyle in retirement.