What you pay for advice at ₹25 lakh, ₹50 lakh and ₹1 crore: distributor, app, flat fee, percentage fee, PMS

"I have 50 lakh in mutual funds. Do I need an adviser or is an app enough?" The question comes up constantly, and the usual answers are either "you can do it yo..

Saksham MittalOct 21, 20269 min read

Mutual fund overlap: how to check it across your whole portfolio, and what the number means

Most overlap tools ask you to pick two funds and give you a percentage. That is a start. It is also the wrong unit. You do not hold two funds; you hold six or e..

11 min read

Who is legally allowed to tell you what to do with your portfolio: SEBI RIA, distributor, robo adviser, AI chatbot

Ask "what should I do with my portfolio" and you will get answers from a bank relationship manager, an app, a YouTube channel, a chatbot and, if you pay, a regi..

6 min read

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