State of the Portfolio: Returns, Allocation and Strategy — Edition 1
Annual portfolio review for FY 2025–26: Three goal-based portfolios, allocation strategy, drift correction and forex cost optimization.
Investment insights, market analysis, and wealth building strategies.
Annual portfolio review for FY 2025–26: Three goal-based portfolios, allocation strategy, drift correction and forex cost optimization.
A practical, tax-efficient, and behaviorally robust system for portfolio rebalancing tailored for Indian investors.
How salaried Indians investing internationally via LRS can use Form 12BAA to reduce cashflow drag from TCS, optimize compounding, and avoid capital lock-in.
Options to invest in the NASDAQ 100 index from India — covering mutual funds, Indian ETFs, and the LRS route via Interactive Brokers — along with a comparison of Indian apps vs IBKR with UCITS ETFs, buying cost, and taxation.
How Indian investors can reduce the hidden forex markup cost when funding Interactive Brokers accounts by using FX Retail instead of the bank’s default remittance rate.
Discover real-world scenarios showing how to use the RealValue EMI Engine for home loans, car loans, personal loans, and understanding the true cost of debt with inflation-adjusted calculations.
Discover real-world scenarios showing how to use the RealValue SIP Engine for retirement planning, education goals, house down payments, emergency funds, and more.
A comparison between a typical multicap/flexicap fund and a globally diversified, rule-based multi-asset allocation strategy.