A mutual fund wrap is a personal wealth management service that gives investors access to personalized advice and a large pool of mutual funds.

Understanding mutual fund tax treatment is crucial for optimizing returns. Tax liability arises only upon selling, switching, or redeeming units, with the impact depending on the fund type and holding ...

Mutual Funds vs SIF explained in simple language. Understand what SIFs are, how they differ from mutual funds, risks involved ...

Are you intrigued by the world of investing but are bewildered by the complex terminology surrounding financial instruments? If questions like "What is a mutual fund?" have left you scratching your ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. A balanced fund is a mutual fund that typically contains a component of stocks and bonds. A mutual fund is a ...

Mutual funds have become popular for portfolio diversification and higher returns. The article explained the difference between direct and regular mutual funds, emphasizing that direct funds have ...

A systematic transfer plan allows investors to transfer their funds from one mutual fund to another in a planned and ...

Sebi has overhauled mutual fund expense rules by introducing a Base Expense Ratio, separating statutory levies, lowering ...

The law provides a grandfathering benefit for investments made in debt mutual funds prior to April 1, 2023. Gains from such ...

A SEBI rule allows investors to legally slash tax liability on mutual fund gains by gifting units to eligible relatives.

A lesser-known method is gaining attention, gifting mutual fund units to relatives to legally reduce, or in some cases ...

A common question among investors is whether receiving a mutual fund gift creates any tax liability. This concern is natural—everyone wants clarity on who is exempt from tax and who might be liable ...