Sanjay Mehta Financial Services Logo

SMFS’ Market Outlook Synopsis & The Path Forward

  Market Outlook Synopsis & The Path Forward   The outlook going forward is that the equity markets are going to remain volatile till the next Lok Sabha elections which will probably be in May 2019. The markets will take their short term directions from the results. But we are quite bullish on the long Read more about SMFS’ Market Outlook Synopsis & The Path Forward[…]

Detailed Market Overview September 2018

Present Scenario   Retail investors’ portfolios often don’t reflect the bull run highs Data as on 29/08/18 Although the market is scaling new peaks every other day, a persistent murmur among retail investors is that their portfolio returns do not mirror the unprecedented rise in the benchmark indices. Retail investors hold 7.1 per cent of Read more about Detailed Market Overview September 2018[…]

Featured as Financial Expert on Radio One 94.3 – Simplifying SEBI

We are proud to share with you that our Founder & CEO, Sanjay Mehta was recently featured on Radio One 94.3 as the financial expert for the week. For those of you who missed it, you can catch excerpts from his conversation with RJ Chris as he simplifies SEBI for all investors. If you are Read more about Featured as Financial Expert on Radio One 94.3 – Simplifying SEBI[…]

Mutual Funds Reclassified Header

SEBI Mutual Fund Recategorization

As of 1st June 2018, SEBI has de-cluttered mutual funds by laying down clear guidelines on their re-categorization. To know how it impacts you as an investor, here are the details. SEBI has defined 5 clear groups to classify all the schemes. They are Equity Schemes –These will have 10 categories and will invest in Read more about SEBI Mutual Fund Recategorization[…]

Tax Saving Investments

Tax Saving Investments for a New Financial Year

It’s the start of a new financial year and another chance for us to set things right. Very often we put off our tax saving investments to the last minute and end up doing it in a rush. We should always try to follow a systematic investment plan. So whether its investing in PPF or Read more about Tax Saving Investments for a New Financial Year[…]

Financial Plan in 5 Simple Steps

Building a Financial Plan in 5 Simple Steps

  Financial planning is the process of meeting your life goals by properly managing your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement. While embarking on a journey to achieve your financial objectives, it is necessary to prioritize amongst them. Making investments in a haphazard manner Read more about Building a Financial Plan in 5 Simple Steps[…]

Dalal Street

How to deal with high market levels

As you must be aware, over the past few months the markets have kept inching higher and higher. The number of phone calls we receive regarding investment advice, has been following the same trend. Investors want to put in a lump sum amount in equity mutual funds based on what they have read in the Read more about How to deal with high market levels[…]