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Adding Nominees to Mutual Funds: A Crucial Step for Families

A comprehensive guide on Adding Nominees to Mutual Funds: A Crucial Step for Families tailored for Indian retail investors.

David Lee

6 min read

Adding Nominees to Mutual Funds: A Crucial Step for Families
Arbitrage Funds: The Secret Tax-Efficient Alternative to Liquid Funds

mutual funds

investing

india

·

7 min read

Arbitrage Funds: The Secret Tax-Efficient Alternative to Liquid Funds

Balanced Advantage Funds (BAFs): How They Automatically Manage Risk

mutual funds

investing

india

·

6 min read

Balanced Advantage Funds (BAFs): How They Automatically Manage Risk

Balanced Advantage Funds: The All-Weather Portfolio Strategy for Indian Investors

mutual funds

balanced advantage

asset allocation

investing

portfolio

·

6 min read

Balanced Advantage Funds: The All-Weather Portfolio Strategy for Indian Investors

Best ELSS Mutual Funds for Section 80C in 2025

mutual funds

investing

india

·

8 min read

Best ELSS Mutual Funds for Section 80C in 2025

Building a ₹1 Crore Education Fund for Your Child: A Step-by-Step Plan

personal finance

education planning

investing

mutual funds

family finance

·

6 min read

Building a ₹1 Crore Education Fund for Your Child: A Step-by-Step Plan

Can I Withdraw ELSS Before 3 Years? Rules and Penalties

mutual funds

investing

india

·

8 min read

Can I Withdraw ELSS Before 3 Years? Rules and Penalties

Capital Gains Tax on ELSS: How Much Do You Actually Pay?

mutual funds

investing

india

·

6 min read

Capital Gains Tax on ELSS: How Much Do You Actually Pay?

Conservative Hybrid Funds: Best for Retirees Seeking Monthly Income

mutual funds

investing

india

·

7 min read

Conservative Hybrid Funds: Best for Retirees Seeking Monthly Income

Corporate Bond Funds vs Credit Risk Funds: Know the Dangers

mutual funds

investing

india

·

6 min read

Corporate Bond Funds vs Credit Risk Funds: Know the Dangers

ELSS for Housewives: Saving Tax and Building Wealth

mutual funds

investing

india

·

6 min read

ELSS for Housewives: Saving Tax and Building Wealth

ELSS Funds and Section 80C: The Tax-Saving Mutual Fund Guide

mutual funds

elss

tax saving

section 80c

·

3 min read

ELSS Funds and Section 80C: The Tax-Saving Mutual Fund Guide

ELSS vs PPF vs NPS: The Ultimate Tax-Saving Showdown

mutual funds

investing

india

·

7 min read

ELSS vs PPF vs NPS: The Ultimate Tax-Saving Showdown

Equity vs Debt Mutual Funds: Which One Should You Choose?

mutual funds

equity

debt

investing

·

3 min read

Equity vs Debt Mutual Funds: Which One Should You Choose?

Expense Ratio Explained: The Silent Killer of Mutual Fund Returns

mutual funds

investing

india

·

7 min read

Expense Ratio Explained: The Silent Killer of Mutual Fund Returns

Flexi-Cap Funds: The Best 'One-Fund Portfolio' for Beginners?

mutual funds

investing

india

·

6 min read

Flexi-Cap Funds: The Best 'One-Fund Portfolio' for Beginners?

Gilt Funds: Why Government Backing Doesn't Mean 'Zero Risk'

mutual funds

investing

india

·

6 min read

Gilt Funds: Why Government Backing Doesn't Mean 'Zero Risk'

Growth vs IDCW (Dividend) Options: Which One Should You Choose?

mutual funds

investing

india

·

6 min read

Growth vs IDCW (Dividend) Options: Which One Should You Choose?

How to Consolidate a Messy Mutual Fund Portfolio

mutual funds

investing

india

·

6 min read

How to Consolidate a Messy Mutual Fund Portfolio

How to Invest in ELSS via SIP (And Why Lumpsum is a Bad Idea)

mutual funds

investing

india

·

6 min read

How to Invest in ELSS via SIP (And Why Lumpsum is a Bad Idea)

How to Read a Mutual Fund Factsheet: Some 'Funny Facts' to Look For

mutual funds

investing

india

·

6 min read

How to Read a Mutual Fund Factsheet: Some 'Funny Facts' to Look For

How to Start a SIP with Just ₹500 a Month

mutual funds

investing

india

·

6 min read

How to Start a SIP with Just ₹500 a Month

How to Use SWP (Systematic Withdrawal Plan) for Retirement Income

mutual funds

investing

india

·

7 min read

How to Use SWP (Systematic Withdrawal Plan) for Retirement Income

I Have Never Invested a Rupee: The Ultimate Zero-to-Investing Mutual Fund Guide

mutual funds

investing

india

·

7 min read

I Have Never Invested a Rupee: The Ultimate Zero-to-Investing Mutual Fund Guide

Index Funds vs Active Funds: The Great Indian Debate

mutual funds

index funds

passive investing

active funds

·

4 min read

Index Funds vs Active Funds: The Great Indian Debate

International Mutual Funds: Should Indian Investors Diversify Beyond India?

mutual funds

international funds

diversification

investing

portfolio

·

6 min read

International Mutual Funds: Should Indian Investors Diversify Beyond India?

International Mutual Funds: Should You Invest in US Stocks via India?

mutual funds

investing

india

·

6 min read

International Mutual Funds: Should You Invest in US Stocks via India?

Investing for Women: How to Build a ₹1 Crore Corpus by 40

personal finance

mutual funds

·

1 min read

Investing for Women: How to Build a ₹1 Crore Corpus by 40

Large Cap, Mid Cap, and Small Cap Funds: Understanding the Difference

mutual funds

investing

india

·

6 min read

Large Cap, Mid Cap, and Small Cap Funds: Understanding the Difference

Large & Mid Cap Funds: The Perfect Middle Ground?

mutual funds

investing

india

·

6 min read

Large & Mid Cap Funds: The Perfect Middle Ground?

Liquid Funds vs Savings Accounts: Where to Park Your Emergency Fund

mutual funds

investing

india

·

6 min read

Liquid Funds vs Savings Accounts: Where to Park Your Emergency Fund

Multi-Asset Allocation Funds: Built-in Diversification Explained

mutual funds

investing

india

·

6 min read

Multi-Asset Allocation Funds: Built-in Diversification Explained

Mutual Fund Overlap: Are You Buying the Same Stocks Multiple Times?

mutual funds

investing

india

·

7 min read

Mutual Fund Overlap: Are You Buying the Same Stocks Multiple Times?

Old vs New Tax Regime: Do You Still Need ELSS Funds?

mutual funds

investing

india

·

7 min read

Old vs New Tax Regime: Do You Still Need ELSS Funds?

Rebalancing Your Mutual Fund Portfolio: A Yearly Checklist

mutual funds

investing

india

·

6 min read

Rebalancing Your Mutual Fund Portfolio: A Yearly Checklist

Regular vs Direct Mutual Funds: How Commissions Eat Your Returns

mutual funds

investing

india

·

7 min read

Regular vs Direct Mutual Funds: How Commissions Eat Your Returns

Sectoral and Thematic Funds: Why Retail Investors Should Avoid Them

mutual funds

investing

india

·

6 min read

Sectoral and Thematic Funds: Why Retail Investors Should Avoid Them

Should You Stop Your ELSS SIP if You Switch to the New Tax Regime?

mutual funds

investing

india

·

6 min read

Should You Stop Your ELSS SIP if You Switch to the New Tax Regime?

SIFs Explained: What Are Specialized Investment Funds and Should You Invest?

mutual funds

sif

sebi

investing

advanced

·

5 min read

SIFs Explained: What Are Specialized Investment Funds and Should You Invest?

SIP Step-Up: How Increasing Your SIP by 10% Changes Your Retirement

mutual funds

investing

india

·

5 min read

SIP Step-Up: How Increasing Your SIP by 10% Changes Your Retirement

Step-by-Step Guide to Completing Mutual Fund KYC Online

mutual funds

investing

india

·

7 min read

Step-by-Step Guide to Completing Mutual Fund KYC Online

Step-Up SIP: How Increasing Your SIP by 10% Every Year Can Triple Your Wealth

mutual funds

sip

investing

personal finance

compounding

·

6 min read

Step-Up SIP: How Increasing Your SIP by 10% Every Year Can Triple Your Wealth

STP (Systematic Transfer Plan): How to Invest a Large Lumpsum Safely

mutual funds

investing

india

·

7 min read

STP (Systematic Transfer Plan): How to Invest a Large Lumpsum Safely

Target Maturity Funds: Locking in Interest Rates the Easy Way

mutual funds

investing

india

·

7 min read

Target Maturity Funds: Locking in Interest Rates the Easy Way

Taxation on Debt Mutual Funds: The 2023 Rule Changes Explained

mutual funds

investing

india

·

7 min read

Taxation on Debt Mutual Funds: The 2023 Rule Changes Explained

The 3-Year Lock-in Trap: What Happens When Your ELSS Matures?

mutual funds

investing

india

·

6 min read

The 3-Year Lock-in Trap: What Happens When Your ELSS Matures?

The 50-30-20 Rule: How to Budget for Your First SIP

mutual funds

investing

india

·

6 min read

The 50-30-20 Rule: How to Budget for Your First SIP

The Danger of Small Cap Mutual Funds: Why New Investors Get Trapped

mutual funds

investing

india

·

6 min read

The Danger of Small Cap Mutual Funds: Why New Investors Get Trapped

The Psychological Trap of Stopping SIPs During a Market Crash

mutual funds

investing

india

·

6 min read

The Psychological Trap of Stopping SIPs During a Market Crash

The Risk of Chasing Last Year's Top Performing Mutual Fund

mutual funds

investing

india

·

7 min read

The Risk of Chasing Last Year's Top Performing Mutual Fund

Thematic and Sector Mutual Funds: When to Invest and When to Avoid

mutual funds

thematic funds

sector analysis

investing

portfolio

·

5 min read

Thematic and Sector Mutual Funds: When to Invest and When to Avoid

Top 5 Mutual Funds for New Investors in 2026: Start Your SIP Journey

mutual funds

personal finance

·

1 min read

Top 5 Mutual Funds for New Investors in 2026: Start Your SIP Journey

Top ELSS Mistakes Salaried Employees Make Every March

mutual funds

investing

india

·

7 min read

Top ELSS Mistakes Salaried Employees Make Every March

Top Rated Mutual Funds of 2025: Analyzing the Winners

mutual funds

investing

india

·

7 min read

Top Rated Mutual Funds of 2025: Analyzing the Winners

Understanding NAV in Mutual Funds: Why a Lower NAV Doesn't Mean 'Cheaper'

mutual funds

investing

india

·

7 min read

Understanding NAV in Mutual Funds: Why a Lower NAV Doesn't Mean 'Cheaper'

Using Debt Funds for Short-Term Financial Goals (1-3 Years)

mutual funds

investing

india

·

7 min read

Using Debt Funds for Short-Term Financial Goals (1-3 Years)

Value vs Growth Investing in Mutual Funds: What Works in India?

mutual funds

investing

india

·

6 min read

Value vs Growth Investing in Mutual Funds: What Works in India?

What are Debt Mutual Funds? A Safe Alternative to Bank FDs?

mutual funds

investing

india

·

6 min read

What are Debt Mutual Funds? A Safe Alternative to Bank FDs?

What Happens to Mutual Funds if the AMC Goes Bankrupt?

mutual funds

investing

india

·

6 min read

What Happens to Mutual Funds if the AMC Goes Bankrupt?

What is a Mutual Fund? ELI5 (Explain Like I'm 5) for Indian Beginners

mutual funds

investing

india

·

6 min read

What is a Mutual Fund? ELI5 (Explain Like I'm 5) for Indian Beginners

What Is NAV? Understanding Mutual Fund Net Asset Value

mutual funds

nav

investing basics

·

3 min read

What Is NAV? Understanding Mutual Fund Net Asset Value

When Should You Sell a Mutual Fund? (And When to Hold On)

mutual funds

investing

india

·

7 min read

When Should You Sell a Mutual Fund? (And When to Hold On)

Your Portfolio Has Too Many Mutual Funds: How to Fix Overlap and Simplify

mutual funds

portfolio

investing

asset allocation

·

6 min read

Your Portfolio Has Too Many Mutual Funds: How to Fix Overlap and Simplify

Featured

Sensex Crosses 85,000: What's Driving the Rally and Should You Invest Now?

markets

stocks

·

1 min read

Rupee at ₹95 Against the Dollar: What a Weak Rupee Means for Your Investments

economy

markets

rupee

currency

investing

·

4 min read

Top 5 Mutual Funds for New Investors in 2026: Start Your SIP Journey

mutual funds

personal finance

·

1 min read

New Tax Rules for FY 2026–27: Key Changes Every Salaried Employee Must Know

personal finance

economy

·

1 min read

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