Anil Rego

  • Tips for your financial health in 2015

    There are various ways to ensure that one’s financial objectives are met, but the one commonality is that there should be a sound financial plan.

  • Time it right: Invest in long-term debt funds now

    With equity markets reaching new highs weekly, if not daily, the bond market is the last thing on anyone’s mind. However, with interest rates likely to go down, the prices of long term bonds are likely to go up over the medium term, and this may be a good opportunity to invest in long term debt instruments.

  • How to find the right MF for you

    Having more money each year is what everyone aspires for, and one of the best ways to achieve this goal is through investing in mutual funds. Mutual funds are one of the best ways to invest one’s money, given the sheer number of choices catering to every type of investor preference. The fact that one need not monitor the investments on a minute to minute basis (unlike if one’s investments were directly made into securities), and the ability to diversify one’s portfolio without high initial capital also are positive add-ons.

  • How to balance your portfolio

    Portfolio allocation is not only the first step towards investment but also the key to financial success. Asset allocation should be optimal i.e. based on the person’s financial goals and risk appetite). However, there are several asset classes that one should look into, such as gold, equities, debt, real estate, etc. However which of these are the best suitable considering the goals and risk appetite, and how to allocate your money, are a few of the questions that pop into one’s mind regularly.