BlueFort Financial Apr 285 minThese Biases are Hurting your Portfolio!As financial advisors, we're constantly in pursuit to identify what variables play the largest role in achieving higher portfolio returns...
BlueFort Financial Mar 194 minThe Research that goes into Equity InvestingWhen investing in equities, we have all been told the following multiple times – invest in high quality companies, do your own research...
BlueFort Financial Mar 84 minWomen & MoneyIn the past years, our grandmothers would meticulously plan how best to allocate money towards rations, bills and other household...
BlueFort Financial Feb 184 minInvesting Amid the NoiseI open my economic times app and am flooded with daunting graphs in red showing how Sensex has fallen. There are articles and tweets all...
BlueFort Financial Jan 175 minThe Active vs. Passive DebatePassive investing - Investors purchase an instrument that mimics a benchmark index e.g. the Nifty 50 or Sensex. They believe it's not...
BlueFort Financial Jul 27, 20214 minThe Hazards of Investing in StocksThe founder of Zerodha, India's largest broking house tweeted that "less than 1% of active traders earn more money than a bank fixed...
BlueFort Financial May 21, 20213 minShould I Invest in Crypto?There hasn't been a day in the past few months where crypto isn't in the headlines in some shape or form; whether its Elon Musk's random...
BlueFort Financial Jan 11, 20214 minShould I be Selling Now?Aren't the markets over-valued? Does it make sense to book some profit and re-deploy after a correction? Perfectly valid questions;...
BlueFort Financial Sep 28, 20204 minThe Mysteries of Fixed IncomeA few years ago if you invested in fixed income (debt) funds, there was no question that you'd not get 8%. It was a no brainer. You'd be...
BlueFort Financial Sep 7, 20205 minThe Direct vs. Regular DebateIf you're a mutual fund investor, you probably know that there are two types of plans you can invest in; the direct or the regular plan....
BlueFort Financial Jun 29, 20204 minIndia's Love Affair with Life InsuranceTry to find an Indian family that doesn't hold a single traditional LIC policy. Just one. Believe me you'd be having a very difficult...
BlueFort Financial May 31, 20206 minYour Portfolio Needs Patience, Not HelplessnessIf you have any money in equity, you have repeatedly been advised by your wealth manager, market experts and the media to be patient;...
BlueFort Financial May 13, 20206 minThe Unfortunate Consequences of Not Making a WillDid you know that the Indian law does NOT recognize a nominee to be the beneficial owner after the original owner's death? Also did you...
BlueFort Financial May 11, 20206 minThe Impact of GDP on Your PortfolioThere has been a flurry of new articles in the recent past addressing the issue of distress in the Indian economy. Several respectable...
BlueFort Financial Apr 5, 20205 minFinancial Products SimplifiedTrying to understand financial products can get tricky, even for seasoned investors. And the overwhelming barrage of new...
BlueFort Financial Mar 13, 20203 minNavigating Markets through the Corona VirusSensex touched 29,194 today, a fall of 30% from its previous high i.e. 41,952 as on on 14th January 2020. It certainly seems like an...
BlueFort Financial Feb 24, 20204 min(F)Utility of Trying to Time the MarketIf only we had a dollar for every time we had this conversation with a client… Client: “Siddhanth, I want to invest 50 lakhs in equity....
BlueFort Financial Feb 15, 20205 minUnion Budget 2020 and How it Affects You!The Union Budget 2020 presented on 1st February has definitely evoked some passionate opinions and responses across the industry. And...