Motilal Oswal 25th Wealth Creation Study

Each year Mr. Raamdeo Agrawal conducts multi-month study targeting different themes and presents it to the investor community. This year’s theme was coming up with a set of 25 questions which investors could use to identify good Companies using a bottom of research. This blog post covers the presentation for 2020 and has been compiled from our twitter handle @banyanfa where we tweet frequently on personal finance topics.

A Special Diwali And Hope For Normalcy

We wish you and your loved ones a very Happy and Prosperous Diwali.

2020 has been a roller coaster ride for the entire world. This post summarises what we went through and a wish for a normalised Diwali in 2021. Lets get our 3Fs in order – Fitness, Family and Finances.

How to become a Millionaire ?

Money creates money and compounding magic adds to the wealth creation of a person. However, the first step is to have a decent corpus and is the biggest hurdle. This post discusses how to overcome this hurdle to kick start your journey of becoming a millionaire.

What Should I do On SEBI Changes to Multi-Cap Mutual Funds ?

India’s financial markets regulator – SEBI on 11 September 2020 came up with a mandate requiring all Multi-Cap mutual fund schemes to have minimum 25% of their Assets in Mid Cap Companies and 25% in Small Cap Companies.
Click the link to read more about our views on how it could impact and the way forward.

Systematic Support Plan – SSP

Let us give back to the society ! This phrase has a deep meaning and respect for most of the individuals and Corporates, linking it with the Charitable initiatives at all levels.  I always strive to help causes which I would like, though most of the time it may be contributing financially to Charities.  Often […]

How Different Asset Classes Were In Last 10 Years

This blog post is compiled from our twitter thread. Please follow us @banyanfa on Twitter for regular feeds. Lastly, the screenshot is obtained from a ppt of @MotilalOswalAMC See how a balanced portfolio (in Black) will tone down sharp movements of different asset classes, giving a much smoother and Positive investment journey. Related Posts:My Investment […]

Economic Update – July 2020

Very interesting insights were shared by Nilesh Shah from Kotak Mutual Fund via the Monthly Update. I am sharing some nuggets out of the overall insights are in this thread. This blog note is an extract from our twitter handle @banyanfa