Based on the nature of their growth, financial investments are divided into asset classes: Equity: Investors directly, or indirectly (via a mutual fund), own a share (equity) of a company and expect their investment to appreciate as the value of...

For earnings on US-equity funds, your earnings will be taxed similar to non equity funds as explained below: You have to pay taxes on your capital gains to the income tax department. The difference between purchase price and the sale...

No currently withdrawals won’t be tax optimised, we are working on a way to build this for the new plan.

There is no lock-in period for the investments made in the funds under ‘Wealth Edge’. But in case you wish to withdraw your funds within a year of investing, the mutual fund company charges an exit load of 1% of...

Since the portfolio comprises multiple sub-asset classes with different behaviour, comparing them to a single reference is no longer possible. We will soon roll out a new way to review the performance of your investments, that will account for this.

Yes. You can invest in mutual funds in India. To know more based on your residential status, please click below:  NRINon-Resident Indian (Mariners)PIO not residing in India

Rebalancing was the periodic process of exiting funds we no longer recommended and reinvesting the amount you got into the current set of funds. Every time you exited a fund, we ensured that there was no cost incurred i.e., only...

No. You can change your portfolio at any time. We recommend that you do this soon to benefit from the expanded portfolio.  If you don't do anything, your SIP (standing instruction) will go through as-is and you will continue to...