Investor Corner
Learn how investing actually works
Independent articles on saving, equity, debt, mutual funds and tax, plus the practical decisions around investing, written for Indian investors. The material runs from first principles through to portfolio construction and tax planning, useful whether you are just starting out or already managing a full portfolio.
155 articles grouped into 6 topics below.
1 Start here+
2 The asset classes+
2.1 Equity ConceptsWhat a share is, how to value one, and the ratios used to judge a company.
2.2 Debt ConceptsHow bonds work, why prices move with interest rates, and the risks lenders take on.
2.3 Mutual Fund Core ConceptsNAV, expense ratio, Direct vs Regular: the mechanics behind every fund you hold.
2.4 Mutual Fund CategoriesWhat SEBI’s fund categories actually mean, and what each is allowed to invest in.
2.5 Real Assets: REITs, InvITs and GoldHolding real estate, infrastructure and gold without buying the physical asset.
2.6 Factor Investing and ESGValue, momentum, quality and ESG screens, and how these systematic styles work.
3 Building and judging a portfolio+
3.1 Portfolio Construction & BehaviourCombining assets to fit your goals, and the behavioural mistakes that undo a plan.
3.2 Performance MeasurementCAGR, XIRR, rolling returns and drawdown: measuring returns correctly.
3.3 Evaluating FundsReading a factsheet, spotting overlap, and judging a manager’s real track record.
4 Money matters beyond investing+
4.1 Practical & OperationalKYC, folios, cut-offs and switches: the everyday mechanics of investing.
4.2 Core Indian Savings InstrumentsPPF, NPS, EPF and the government-backed layer of a long-term portfolio.
4.3 Tax PlanningHow capital gains are taxed, and legitimate ways to reduce what you owe.
4.4 Personal Finance AdjacentInsurance, good debt vs bad debt, and the tax regime choice around investing.
5 The wider picture+
5.1 Macro and Market ContextInterest rates, policy and market cycles, and how they shape every asset class.
5.2 Alternative VehiclesPMS, AIFs, smallcases and robo-advisors, and why most portfolios don’t need them.
5.3 Risk, Regulation & Advanced IdeasRiskometers, fair valuation and the less obvious risks inside a fund.
5.4 Investor ProtectionAdvisers vs distributors, star ratings, and spotting a scam before it costs you.