Knowledge Base

. January 16, 2022

How to Analyze your portfolio objectively?

This guide is intended for anyone who has existing investments in the stock or capital markets and is wants to

Read More
. January 12, 2022

How to build a portfolio of stocks – a step by step guide Step 4: Optimizing and rebalancing the portfolio

As a good gardener tends his garden constantly pruning the leaves and tending the plants, managing your investments requires constant

Read More
. January 9, 2022

How to build a portfolio of stocks – a step by step guide – Step 3: Build the portfolio within each asset class

This step requires a lot of research, analysis, and computation. Few key parameters that one should consider at this stage

Read More
. January 9, 2022

How to build a portfolio of stocks – a step by step guide -Step 2: Identify optimal asset classes

Asset class is a term used to define the category of investment opportunities like Equities, Fixed Income / Debt instruments,

Read More
. January 4, 2022

How to build a portfolio of stocks – a step by step guide – step 1: set a goal

Step 1:  Identify your investment goal  This has many names like goal-based investing approach, the cookie jar approach, the envelope approach.  In

Read More