Simply Mutual » Mutual Funds
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We are a boutique private wealth advisory firm providing tailored solutions from the entire financial and physical assets spectrum. We are committed to delivering attractive long term investment returns while minimizing risks.
Simply Mutual » Mutual Funds
3y ago
The fundamental characteristics of the markets haven’t changed even during the current challenging times. They have followed the principles on which they have always worked on. As individual investors, while we are struggling to envision a life after the pandemic, it is understandably difficult to look beyond purely emotional reasons for making investment decisions. To strike a better balance, it is pertinent to revisit these principles to get a sense of things to come and to make more informed decisions about our future
Principle 1. “Markets-don’t-like-uncertainty”: The outbreak of the Wuhan ..read more
Simply Mutual » Mutual Funds
4y ago
We get our gene pool from one of the only surviving ancient civilizations. The people of the Indus valley civilization have done business with the Mesopotamian, the Egyptians and the Greek. We have honed our business skills for over 5000 years, having withstood all the challenges that the world has given us. Nature has bred the characteristics of adaptability, enterprise, innovation, humility, and dependability through our ancestors into us. Over the generations, we have survived great threats, evolved, and thrived!
In 1947, after seven and a half centuries of invasions and colonization, India ..read more
Simply Mutual » Mutual Funds
4y ago
Today, on the 27th of March 2020, as we enter a critical phase of mankind’s deepest crisis, stock markets over the world reflect the uncertainties. Fact is, stock markets never like uncertainties and this time around it is uncertainty personified. As investors, we wonder what we should be doing about our investments – buy, sell, or hold? It is also a good time to review our long-term Investment thumb rules
This too shall pass… As inconceivable as it may seem right now, in a few weeks or few months from now, humanity would have won the war against this dreadful disease and after the period of d ..read more
Simply Mutual » Mutual Funds
5y ago
It is rare to read in newspaper front pages about long term factors defining economic trends for the next 37 years, so it was a pleasant surprise to read this article on Monday morning
https://timesofindia.indiatimes.com/india/india-enters-37-year-period-of-demographic-dividend/articleshow/70321930.cms
The phenomenon of India’s impending demographic dividend, ironically, was made well-known by a foreign Investment bank. Since the 2001 Goldman Sachs BRICs report, the Indian stock markets have attracted great attention from investors the world over! After all, they have witnessed what a majorly ..read more
Simply Mutual » Mutual Funds
5y ago
40 Years Fixed deposit Vs Sensex : A yearly rollover in a bank fixed deposit over 40 years would convert Rs.10/- into Rs.377/-, taking an average bank FD Rate of 9.5% over the past 40 years ending March 2019. The sensex, in the same period would convert Rs. 10/- into Rs.3867/-. That’s a difference of more than 10 times to your wealth in 40 years!
25 Years Fixed Deposit Vs Mutual Funds : Four of the best managed Mutual Fund schemes in the industry have completed around 25 years of performance and on an average have compounded wealth @ 19% per annum. So, while a fixed deposit would have converte ..read more