Investment Portfolio
InvestorAi raises Rs 80 cr in funding from Ashish Kacholia, associates
Equity investment platform InvestorAi has raised Rs 80 crore in funding led by Lucky Investment Managers founder Ashish Kacholia and his associates, the company said on Thursday. The Bangalore-based company said funds raised will be used for scaling the business and adding new products. "InvestorAi raises Rs 80 crore in Series A from ace investor Ashish Kacholia and associates," the company said in a statement. Founded in 2018, InvestorAi is an AI-powered equity investment platform that uses advanced AI to power stock recommendations for investors. "We are convinced that India can lead the way and be a showcase for the world on how to use AI technology to create DIY wealth solutions that are simultaneously convenient, engaging, accessible to all and create good investment outcomes. "We are delighted to have such an incredibly experienced market expert like Ashish Kacholia as an investor and are grateful for his confidence in our vision, our model and our team," InvestorAi Chairman
 "InvestorAi raises Rs 80 cr in funding from Ashish Kacholia, associates")
Tax loss harvesting: Reduce tax liability, improve quality of portfolio
Transaction costs, price fluctuations may nullify the benefits of this exercise
 "Tax loss harvesting: Reduce tax liability, improve quality of portfolio")
Chart: Corporate fixed deposits offered by various companies
Paisabazaar's table for information on returns and credit ratings of leading providers
 "Chart: Corporate fixed deposits offered by various companies")
Build an equity-heavy portfolio for your child's higher education goals
This is essential to combat the high inflation in cost of education
 "Build an equity-heavy portfolio for your child's higher education goals")
Investors could continue to allocate to equity funds, says UTI AMC CIO
Investors should be guided by valuations in determining risk and allocation rather than events that cannot be predicted, said Vetri Subramaniam
 "Investors could continue to allocate to equity funds, says UTI AMC CIO")
How to plan your finances before you take the leap into entrepreneurship
Creating an adequate reserve, reduce the risk in your investment portfolio, and buy sufficient life and health insurance
 "How to plan your finances before you take the leap into entrepreneurship")
Invest in NFOs only if it helps in diversifying your portfolio: Experts
Stick to proven fund houses with at least a 5-year track record and see how they performed over market phases
 "Invest in NFOs only if it helps in diversifying your portfolio: Experts")
Temasek bullish on Indian start-ups, renew energy despite slowdown overseas
Top executives of Temasek, which has doubled its India portfolio in the past five years to $16 billion, said the fund made several successful exits from India in FY 22
 "Temasek bullish on Indian start-ups, renew energy despite slowdown overseas")
Portfolio strategy: Experts prefer to side with defensives
Equity markets are in turmoil due to global uncertainties. Analysts are asking investors to remain cautious and look at safer investment options. Find out the sectors and stocks that are a safe bet
 "Portfolio strategy: Experts prefer to side with defensives")
Don't be over-obsessed with equities, book profits if you haven't already
Exposure to debt funds and gold is essential even if current returns from these asset classes are low
 "Don't be over-obsessed with equities, book profits if you haven't already")
How are India's equity markets expected to perform in December?
Benchmark stock indices seem poised to log their first monthly loss in eight months in November. Will the correction continue in December? Or will the indices bounce back? Find out what to expect
 "How are India's equity markets expected to perform in December?")
Adopt glide path to a diversified portfolio
In the case of many senior-level executives, their employer company's shares at times account for 40-90 per cent of the portfolio, making it extremely concentrated
Will invest in firms focused on make in India: True North's Ashish Bhargava
Bhargava says the firm had very few challenges in understanding businesses and investing during pandemic as young founders are comfortable having online discussion
 "Will invest in firms focused on make in India: True North's Ashish Bhargava")
Our portfolios are built around firms that sell essentials: Marcellus CIO
Saurabh Mukherjea says that his three-step approach to investing does not focus on short-term factors like what central banks are doing or what will do well in the festive season
 "Our portfolios are built around firms that sell essentials: Marcellus CIO")
Steps to undertake while conducting a mid-year review of your portfolio
Mid-year reviews have become extremely crucial for assessing portfolio health during Covid-19 times
 "Steps to undertake while conducting a mid-year review of your portfolio")
Choose curated portfolios to avoid rookie mistakes, say analysts
Avoid offerings that are too concentrated or have very high churn
 "Choose curated portfolios to avoid rookie mistakes, say analysts")
Don't go by history alone while picking hybrid fund, say analysts
These are for long-term wealth; dynamic funds protect downside risk better
 "Don't go by history alone while picking hybrid fund, say analysts")
Bonus debentures: Decide based on asset allocation, say analysts
Those in higher tax bracket may shift to instruments offering indexation benefit
 "Bonus debentures: Decide based on asset allocation, say analysts")
Planning to invest in ESG funds? Start small, but hold for long term
They have the potential to create wealth by circumventing hidden risks, but have limited track record
Investors should have 10% of their portfolio in gold, say analysts
If global growth improves with price rise in check, that would be negative for the yellow metal
 "Investors should have 10% of their portfolio in gold, say analysts")
