Smart Investing By PGIM India Mutual Fund public
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Smart Investing by PGIM India Mutual Fund

Smart Investing by PGIM India Mutual Fund

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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com (https://moneyandme.pgimindiamf.com/) ) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their ...
  continue reading
 
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If you have been observing the market, PSUs shares have been in the limelight in the last one year. As investors, one may be tempted to invest in PSU stocks. This is where sector funds come into play. They invest in one particular sector or theme such as PSUs, technology, pharma and so on, which helps you take a dedicated exposure to one sector or …
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When one sets out to invest in mutual funds they are not thinking active or passive, rather they just want to invest in something that fits in their risk profile, goal, or time horizon. Over the last few years, we have seen a plethora of fund launches in the passive space. Passive Funds provide you market exposure at a low cost. In this podcast, Li…
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In life we are inundated with choices – whether it’s the choice of clothes, the colour and brand of cars, perfumes, the list can go on. Clearly, there’s a wide variety of options available today in every sphere of life which can be sometimes overwhelming. Similarly, we have a wide variety of investment options within the mutual fund industry. In th…
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Risk concentration is an important aspect to get a hold of when it comes to managing your wealth, personal finance planning and getting to where you want to be. But it's also one of those things that is often less understood or maybe misunderstood. So, in this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, is here to clarify some …
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In this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, talks about a topic that affects all of us and is the number one enemy of our hard earned money, which is inflation. Ajit deep dives into how inflation impacts our household and how one can invest in the right asset classes that can beat inflation over long run. Disclaimer : M…
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Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) are tools offered by mutual funds that provide great convenience and flexibility to cater to investor’s different financial goals. In this podcast, personal finance expert Lisa Pallavi Barbora and Ravi Samalad talk about how these facilities work and how investors take make efficie…
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Hybrid Funds are gaining traction and that is evident by the steady growth in assets in this category. The AUM of hybrid funds category has doubled from Rs 3.10 lakh crore in Nov 2020 to reach Rs 6.30 lakh crore as of November 2023, shows AMFI data. Similarly, the number of folios in this category have grown from 94 lakhs to 1.26 crore during the s…
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A 1986 study titled Determinants of Portfolio Performance by Brinson, Hood and Beebower showed that asset allocation explained 93.6% of the variation in a portfolio’s return. This clearly shows the importance of following an asset allocation approach to investing rather than chasing return or flavour of the season. In this episode, Personal Finance…
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Even the most experienced investors can face personal biases while making financial decisions on their own. Each individual is unique in terms of risk tolerance and goals and this requires a bespoke solution. In this episode of Money Buddy podcast, Ajit Menon, CEO, PGIM India Mutual Fund, shares his perspective on how financial advisors can help in…
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An Emergency Fund helps you tap into your savings when you have to incur an unplanned expense or take care of your non-negotiable monthly expenses during a temporary loss of income. In this maiden episode of Smart Investing series, Lisa Pallavi Barbora, a Financial Coach and Personal Finance Expert, discusses the importance of creating an emergency…
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Many investors tend to have a home bias – they invest majorly in domestic assets and thus lose out on owning international business/themes that are not available in Indian markets. In this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, takes us through why investors should consider investing beyond Indian markets and the options a…
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Balanced Advantage Funds dynamically adjust their equity and fixed income exposure based on a pre-determined formula. If you wish to be saved from the hassle of managing your asset allocation on your own, consider Balanced Advantage Funds. In this episode, Ajit Menon, CEO, PGIM India Mutual Fund, explains how Balanced Advantage Funds (BAFs) work an…
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Many traditional Indian investors are not familiar with the ups and downs associated with market-linked products like mutual funds and as a result enter and exit funds at the wrong time. This constant churn disturbs the compounding power of the portfolio. Tune into this episode of Money Buddy where Ajit Menon, CEO, PGIM India Mutual Fund, talks abo…
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Did you know, retirement is the only life goal for which you don’t get a loan? Tune into this episode of Money Buddy where Ajit Menon, CEO, PGIM India Mutual Fund, talks about the importance of planning for financial freedom. Know how to monetize your skills to generate income during retirement, build your retirement kitty and lead a purposeful lif…
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In an increasingly interconnected world, holding a diversified portfolio can provide a better outcome. Asset allocation is the holy grail of diversification but how does one go about achieving optimal diversification by identifying the right asset classes. Get answers to all your questions on building a sound portfolio from Ajit Menon, CEO, PGIM In…
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Planning for your life goals becomes easy when we follow the thumb rules of investing. In this episode, Ajit Menon, CEO, PGIM India Mutual Fund, explains the sequence one should follow when it comes to managing your finances – household budgeting, protecting your family through insurance, creating an emergency corpus, and finally investing. Tune in…
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