Prateek Mehta

risk adjusted returns

What do employees need to know before opting for ESOP, RSUs, or ESPP?

Confused between ESOP, RSU, or ESPP? Learn the difference and decide what works for you and your wealth, effectively.

lapsed insurance policy

‘Are we sufficiently insured?’ The one conversation you must have with your spouse in your 40s

Having a conversation on insurance is a must do activity for every couple. This can save you a lot of grief down the line.

insurance claim

Making term insurance policy claims smooth for your family in your absence

Create an email that includes all that your family needs to know to make an insurance claim and make this otherwise stressful task simpler

volatile markets

How should investors approach volatile markets in 2020?

In general, fear and uncertainty are at an all-time high. The India VIX or volatility index is at its highest point in a decade. This is a critical phase that is likely to have a huge impact on wealth creation for equity investors. This is why most investors, especially those investing in equity mutual funds would be asking themselves, “what should we do now?”

asset allocation skewed

My asset allocation has become skewed during this market fall. What should I do?

Investors now need to make informed decisions to bring their asset allocation back in alignment to their long term and short-term objectives.

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stocks or mfs during market crisis

Should you go for Mutual Funds or directly buy shares during this crisis?

For a normal investor, these are the times when the belief in equity markets is shaken.   There is a certain method of selecting financial instruments for investments at any time, market crisis or not.  You first figure out what you...

money money money

Does budget 2020 change your life as a mutual fund investor?

If you are a mutual fund investor, budget 2020 does change some things. There are three key items that have been announced in this budget. Taxation on dividends, removal of dividend distribution tax and changes in the tax treatment of side pocketing in Mutual fund portfolios.

money

Does budget 2020 change your life as a mutual fund investor?

If you are a mutual fund investor, budget 2020 does change some things. There are three key items that have been announced in this budget. Taxation on dividends, removal of dividend distribution tax and changes in the tax treatment of side pocketing in Mutual fund portfolios.