TitBit - 24

TITBIT - 24 - Height of Mutual Fund AMC stopping inflows

Date: 30-11-2017

Key take away: 
Valuations are high - It is difficult in this market to spot winners. 
It is good practice, AMC stopping in flows when they feel it is difficult to manage new fund flows.

Recommendation: 
It is evident that, we as investor should be very careful in investing in 100% equity products now. 
It is the time to enter conservative low equity products as of now.

1) Link  source : ET - Dates 30-11-2017 - https://economictimes.indiatimes.com/markets/stocks/news/idfc-focused-equity-fund-to-restrict-inflows/articleshow/61851855.cms

2) Previous tidbits : https://radhaconsultancy.blogspot.in/2017/04/asset-allocation.html

IAP Dec 2017

Title – Investor Awareness Program (IAP) Dec 2017

Topic - Usefulness of Technology/ Excel sheet in Finance

Venue:

The Institute Of Company secretaries

9, Wheatcrofts Road,

Nungambakkam,

Chennai

Date 03-12-2017

Click the links below to download or read more:

Details	Links
IAP ppt presentation in pdf form	Click here
Access Excel examples used in the ppt	Click here
Access Excel file with all mutual fund app links and web links	Click here
Read more about the single sign on article in Tamil	Click here
Read more about Data in finger tips article in Tamil – (This article was published in Nanayam  vikatan)	Click here
Read our newsletter – Digital times in English	Click here
Give feedback about this session and content	Click here

TitBit - 23

TITBIT - 23 - The real risk is not taking risk!!

Date: 26-11-2017

Key take away: 
Chennaities hold mere 3.1% in financial assets out of their total investment portfolio.

Recommendation: 

Increase the financial assets through mutual funds, and do not go overboard in other assets.

1) Link  source : TOI - Dates 24-11-2017 - https://timesofindia.indiatimes.com/city/chennai/why-chennaiites-bank-more-on-real-estate-gold-than-shares/articleshow/61774600.cms


2) Previous tidbits : https://radhaconsultancy.blogspot.in/2017/04/asset-allocation.html

Tit Bits

Tired reading long articles? Check out these TitBits for refreshment..
These simple yet catchy graphs certainly provides food for thought!!

Click the links below to enjoy reading the complete TitBit

	TIT BIT LINKS
1	ASSET ALLOCATION: Time to review your asset allocation?? Act!!
2	ASSET RETURNS: Equity returns stands best among the rest!!
3	FINANCIAL PLANNING: Need of the hour
4	MARKETS ARE IN THE NEW TERRITORY - What is your portfolio value today??
5	EQUITY RETURNS BEAT REAL ESTATE RETURNS!!
6	RETIREMENT PLANNING: Are you saving for your retirement??
7	DIRECT SHARE INVESTING vs MUTUAL FUNDS
8	NIFTY BASKET FOR WEALTH CREATION
9	MUTUAL FUND vs INSURANCE
10	GST - Is this really good for Mutual Fund Investors?
11	EMOTIONS Vs RETURNS - Are your emotions impacting your returns?
12	SENSEX DANCE - Are you risk averse?
13	SIP - Are you left out? Consider starting an SIP in mutual funds today!!
14	SIP - Downhill interest rates
15	DIVERSIFICATION IS THE KEY!!
16	DOCUMENTATION FOREVER
17	BANK FD vs DEBT MUTUAL FUNDS
18	HOLD TIGHT
19	Be Careful about tips on investments
20	TALK OF THE TOWN - Balanced Mutual funds!
21	Linking AADHAR with Mutual funds
22	Great Escape

23	Real risk is not taking Risk!!

24	Height of Mutual Fund AMC stopping inflows

25	Do not put all eggs in the same basket

26	Putting their money where their mind is

27	ULIP vs Mutual Funds

28	Smart people can be bad investors

29	Is there any opportunity now?

30	Why you shouldn't buy gold this Akshaya Tritiya?

31	CHETTINAD: 1 - பின்னுவது

32	DMAT and Transfer of Shares

33	Extension of Income Tax Filing return date to 31st August 2018

34	Are you one among them?

35	Diminishing Portfolios, what to do now?

36	SIP Amid volatility

37	Gold As Investment

38	Markets @ December

39	Tax saving - Play safe - Avoid Pitfalls

40	Smart Money moves for 2019

41	Tax saving - 80C

42	Points to ponder in Personal Finance

43	New age investments

44	Learn Spread sheet (Excel/Google sheet) Series - FV

45	Learn Spread sheet (Excel/Google sheet) Series - PV

TitBit - 22

TITBIT - 22 - Great Escape

Date: 13-11-2017

Key take away: Two out of every three Indian is not taking vacation - Please have a great escape from your routine, once in a year

1) Link  source : TOI - Dates 13-11-2017 - http://epaper.timesgroup.com/Olive/ODN/TimesOfIndia/#
2) Previous tidbits : https://radhaconsultancy.blogspot.in/2017/04/asset-allocation.html

TitBit - 21

TITBIT - 21 - Linking AADHAR with Mutual funds

Date: 05-11-2017

As per the directives, Aadhar number has to be linked with mutual fund investments.
If you have already provided aadhar number during initial investments or later, it is fine.
Others please go through the steps given in this link below to link your aadhar with your investments. This has to be done before Dec 31 of this year.

If you need any assistance in this regard, please reach out to me.

http://www.timesnownews.com/business-economy/article/yet-to-link-aadhaar-with-mutual-fund-investments-here-is-how-you-can-do-it-before-dec-31/118509

1) Link  source : Times now
2) Previous tidbits : https://radhaconsultancy.blogspot.in/2017/04/asset-allocation.html