Trupti Jalan

Trupti Jalan is a Certified Financial Planner. She has diversified and rich experience in personal finance for more than 5 years. Her previous associations were with asset management companies and investment advising firms. She brings in financial markets subject matter expertise to the team and create easy going investment content for the readers.

personal finance terms

How to do KYC for Mutual Funds Online?

What is Mutual Fund KYC? KYC is a mandatory process to verify the identity of a mutual fund investor. As per the SEBI guidelines This process includes providing personal details such as name, address, PAN card details, and providing supporting...

difference between nps vs elss

NPS vs ELSS

Saving tax is one of the important aspects of financial planning and wealth creation. There are various avenues available where an individual can invest to save taxes. Among them, Section 80C has a list of investments that offer tax deductions...

difference between etf vs stocks

ETF vs Stock

Investors have an array of options for investing in the stock market. Besides trading in individual stocks, which offer a share of ownership in a specific company, investors can also invest in Exchange Traded Funds(ETFs). ETFs are a collection of...

direct equity vs equity funds

Direct Equity vs Equity Mutual Funds

Often investors are confused whether they should directly invest in stocks or invest through mutual funds for equity investment. Mutual funds invest the pooled money from investors in publicly traded stocks known as equity mutual funds. On the other hand,...

Top Performing Nifty 50 Index Funds

Best Nifty 50 Index Fund in India

Nifty 50 Index mutual funds have a portfolio that matches the NIFTY 50 index of the market. In other words, the returns from these mutual funds match the benchmark returns. Also, nifty 50 index funds have low portfolio turnover, broad...

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tracking error in index funds

Tracking Error in Index Funds

Are you looking for a passive investment fund for your financial goals? Are you looking for returns that match the stock market? Then index funds can serve your purpose. This is a passive mutual fund that tracks and replicates the...

How-to-chek-Mutual-Fund-Status-from-Folio-Number

Check Mutual Fund Status With Folio Number

What is the Folio Number? When you invest in a mutual fund scheme, the asset management company (AMC) generates a unique folio number linked to your Permanent Account Number (PAN). This number is also referred to as a Folio Number....

nfo vs ipo

NFO Vs IPO

Often investors have confusion between Initial Public Offering (IPO) and New Fund Offer (NFO). They presume that both represent similar investment opportunities. Also, both IPO and NFO are primary market offerings. Therefore, it is crucial to understand the difference between...