All of us save some part of our earnings and invest to achieve our time-bound financial goals. So, where do you invest your surplus? Broadly speaking, it depends upon your risk profile, investment objective, investment time horizon, personal aspects and macroeconomic factors. There are various asset classes to invest...
Investing is akin to gardening. Just like art and science are involved in gardening, investing requires decision-making and timely monitoring. You are sacrificing present consumption and investing your savings to meet your future requirements. Whether you are investing on your own or you are taking investment advisory services from...
Systematic Withdrawal Plan (SWP) is a facility offered by Mutual Funds which allows the investors to specify withdrawal amount, withdrawal frequency and the number of withdrawals subject to availability of money in the invested scheme. For example, if an investor has invested Rs. 50,000 in a scheme and procured 500...
Hybrid Mutual Fund is a category of Mutual Fund that is represented by diversification among two or more asset classes. It can be a mixture of debt, equity, gold, real estate, etc. in different proportions based on the investment objective. A Mutual Fund is a type of financial vehicle...
A Mutual Fund is a type of financial vehicle made up of a pool of money collected from large number of investors to invest in securities such as stocks, bonds, money market instruments, and other assets. Each Mutual Fund scheme is managed by professional Fund Manager(s). Debt Mutual Funds are a...
A Mutual Fund is a type of financial vehicle made up of a pool of moneycollected from large number of investors to invest in securities such as stocks, bonds, money market instruments, and other assets. Each Mutual Fund scheme is managed by professional Fund Manager(s). Equity Mutual Funds are...
A casual investor usually has less knowledge. He doesn’t follow calculated investment strategies. During business cycles, he’s the first ones to behave oppositely. Markowitz portfolio theory attempts to nail down investment decision-making in terms of risk and return. A casual investor ignores financial goals and respective planning horizons, thereby,...
One can relate business cycle with ECG (Electrocardiogram). Flat line indicates that economy is dead. No business in the world economy has a flat trajectory. Businesses have periods of economic expansion and contraction. Rather, the economic environment is dynamic than being static. Domestic as well as global economy has...
Investment strategies are naturally linked to your Financial Plan. Investment covers wide range of activities (investment vehicles) like investing money in certificates of deposit, bonds, equity shares or mutual funds, tangible assets, such as gold or other precious metals, real estate etc. All investment vehicles are good but not...
Accomplishment of financial goals are one of the major fundamentals towards financial wellness. It is achievable if goals are S.M.A.R.T. We can say that nothing astounding will happen to you unless you gather the necessary courage and have strong conviction to accomplish your goals. Your aspirations are achievable through...
REGULATORY DISCLOSURE
Arijit Sen is a SEBI Registered Investment Advisor [INA300012723].Â
Below details are mentioned from SEBI’s SCORES portal as of May, 2026 as mandated by SEBI
| DETAILS | NO. OF COMPLAINTS |
|---|---|
| At the beginning of the month | 0 |
| Received during the month | 0 |
| Resolved during the month | 0 |
| Pending at the end of the month | 0 |
| Reason for pendency | N.A. |
As per SEBI Circular No. SEBI/HO/OIAE_IAD-1/P/CIR/2023/131, dated July 31, 2023, link to Online Dispute Resolution: https://smartodr.in/login