Ritik Fichadia’s Post

“Which fund structure should we use to access private markets?” Unlike ETFs and mutual funds, private funds offer less liquidity and the structures can seem more complicated. Our head of investment management, Matthew Malone, CFA breaks down the differences between semi-liquid and drawdown funds, and the critical role that liquidity plays in each. Read more about drawdown fund structures in our latest white paper: https://lnkd.in/eQdiP8Nb #privatemarkets #wealthmanagement

Which mutual fund is best for guaranteed returns? Mutual Funds invest in market-linked products, so there are no “guaranteed” returns in that sense. However, Equity Funds usually generate healthy returns consistently for the long term, outperforming all other asset classes. For instance, in the last 25 years, the broad NIFTY 500 index has delivered an average annual return of 14% for a 10-year period. Notably, the index has provided over 8% returns on 95 out of 100 occasions when investors stayed invested for at least 10 years. #MutualFunds #Investment #Finance

These tips for investing in mutual funds and ETFs can inflation-proof your portfolio Prepare for the possibility of higher interest rates.

Equity Mutual Funds Equity mutual funds are investment vehicles that pool money from multiple investors to purchase diversified stock portfolios. These funds offer a way for individuals to participate in stock market growth without directly managing individual stocks. Key features include professional management, diversification, accessibility, and liquidity. While they offer potential for higher returns, they also carry risks such as market volatility. Types of equity funds vary based on company size, sector, or geographic focus. Investors should consider their financial goals and risk tolerance when selecting these funds. #WiseFinserv #WFS #MutualFunds #equitymutualfundsforlongterm #equitymutualfundssip #equitymutualfundsahihai #equitymutualfundsinvestment #investmentstrategies #investment

Hi everyone, Welcome to 𝐃𝐚𝐲 68 𝐨𝐟 𝐭𝐡𝐞 "90-𝐝𝐚𝐲 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐏𝐨𝐬𝐭 𝐒𝐞𝐫𝐢𝐞𝐬". Today, we will discuss "𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝𝐬" Mutual funds collect money from many investors and pool it together to invest in a diversified portfolio of stocks, bonds, or other securities. 𝐇𝐨𝐰 𝐈𝐭 𝐖𝐨𝐫𝐤𝐬: You and other investors contribute to a mutual fund. The fund manager invests this pooled money in various assets to generate returns. Any returns generated (like dividends or capital gains) are returned to the investors. 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐨𝐟 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝𝐬: Affordability: Start investing with relatively small amounts of money. Diversification: Reduces risk by investing across different assets. Professional Management: Expert managers handle the buying and selling of assets. Well Regulated: Subject to stringent regulatory requirements for safety and transparency. #Investing #MutualFunds #Finance #FinancialLiteracy #InvestmentTips

Word of the day: #Exchange #Traded #Fund "Exchange-traded funds (ETFs) are [...] investment companies that offer investors a way to pool their money in a fund that invests in stocks, bonds, or other assets. In return, investors receive an interest in the fund. Most ETFs are professionally managed by [...] investment advisers. Some ETFs are passively-managed funds that seek to achieve the same return as a particular market index (often called index funds), while others are actively managed funds that buy or sell investments consistent with a stated investment objective. ETFs are not mutual funds. But, they combine features of a mutual fund, which can only be purchased or redeemed at the end of each trading day at its NAV per share, with the ability to trade throughout the day on a national securities exchange at market prices. Before investing in an ETF, you should read its summary prospectus and its full prospectus, which provide detailed information on the ETF’s investment objective, principal investment strategies, risks, costs, and historical performance (if any)". Source: https://lnkd.in/dv39SBHp U.S. Securities and Exchange Commission

What are the Risks of Investing in Mutual Funds? If you plan to utilize mutual funds in your investing strategy, or if you already own them, understanding the risks of mutual funds is important. Mutual funds are basically just pools of shareholder money being invested strategically by a professional fund manager. There are literally thousands to choose from and they are mainly made up of stocks, bonds, and other types of securities. These funds are usually divided into categories according to what underlying assets the fund is holding and the overall level of risk being taken on. ➡️ Read more at https://lnkd.in/dNSRJvTj #Investing #MutualFunds #RiskManagement #FinancialEducation

So many of my clients want to know the difference between ETFs and mutual funds. In a nutshell, EFTs usually have lower expense ratios, significant tax advantages over mutual funds, are more liquid than mutual funds and have lower investment minimums. Wealth Advisor Magazine summarized it best: "Skeptics worried about the overwhelming number of ETF options available to investors. But proponents argued that the evolution of ETFs was a natural progression, offering investors a wide array of choices and opportunities." #ETFs #wealthmanagement #mutualfunds

The Next Wave of US Institutions: Big Money Waiting to Enter the ETF Market Discover why US institutions are cautious yet eager to enter the ETF market. Learn about the regulatory environment and the due diligence process they go through before investing their big money. #USInstitutions #ETFMarket #RegulatoryEnvironment #DueDiligence #Investing #BigMoney #FinancialMarket #InvestmentOpportunities #ETFInvesting #MarketInsights

Let’s dive into alpha - not the alpha male or Gen Z-Alpha, but the kind that matters in investing! Alpha measures a fund's performance relative to its benchmark index. A positive alpha indicates that the fund has outperformed the market, while a negative alpha suggests underperformance. Alpha reflects the value added (or subtracted) by the fund manager's investment decisions. Explore thousands of Mutual funds on https://onelink.to/23qa63 #mutualfunds #wealthmanagement #investmentapp #personalfinance #way2wealth #purse