Vishal Dhawan

Type: Person
Name: Vishal Dhawan
First reported Oct 20 2014 - Updated Oct 20 2014 - 1 reports

How to gain from falling crude prices

Remember when crude prices had risen above $140 a barrel in June 2008? In a happy reversal of fortune, the price of the Indian basket of crude has fallen below $90. The decline in US dependence on imported crude owing to its shale gas revolution, and ... [Published Economic Times - Oct 20 2014]
First reported Oct 13 2014 - Updated Oct 14 2014 - 1 reports

Bond funds that are cousins but not twins

With over 2,000 mutual fund (MF) schemes on offer, it’s easy to get confused as to how one differs from the other. And when it comes to debt funds, there is perhaps more confusion.Take the case of corporate bond funds and credit opportunities funds, and ... [Published Livemint.com - Oct 13 2014]
First reported Oct 09 2014 - Updated Oct 09 2014 - 1 reports

Fund houses hike exit load to retain investors

MUMBAI: Fund houses are going all out to remind investors to reap the benefits of a structured bull market by staying invested for a longer time. Indeed, from now on, investors of many mutual fund plans - debt as well as equity — will find early exit ... [Published Economic Times - Oct 09 2014]
First reported Oct 01 2014 - Updated Oct 01 2014 - 1 reports

Passive investing may not be bad but experts favour combination of active and passive funds

MUMBAI: Do you really need to pay an extra fee to a fund manager to manage your money actively to beat the benchmark index? Even when it is proved once again that most of them have failed to perform this task? A recent research report says that around ... [Published Economic Times - Oct 01 2014]
First reported Sep 30 2014 - Updated Sep 30 2014 - 1 reports

For more than just saving tax

Vishal Dhawan, Financial planner and founder, Plan Ahead Wealth Advisors. During a recent conversation with a client couple, the husband told me, "Don't worry about life insurance Vishal, we have a lot of insurance. We have bought multiple policies over ... [Published India Today - Sep 30 2014]
First reported Sep 29 2014 - Updated Sep 29 2014 - 1 reports

How to benefit from these innovative tax-efficient hybrid funds

After a spate of closed-end products, three new open-ended funds have been launched by JP Morgan, Kotak and IDFC AMC. These are asset allocation funds that are tax efficient. While JP Morgan India Equity Savings and Kotak Equity Savings are similar, IDFC ... [Published Economic Times - Sep 29 2014]
First reported Sep 22 2014 - Updated Sep 22 2014 - 1 reports

How you can boost your portfolio returns by paying attention to the charges applicable in mutual funds

In developed markets such as the US, investors pay a lot of attention to the cost of mutual funds. It is time you too turned more cost conscious while selecting funds.Penny pinching paysPaying attention to a fund's cost is important because a high expense ... [Published Economic Times - Sep 22 2014]
First reported Sep 15 2014 - Updated Sep 15 2014 - 1 reports

Should you bet on banking sector funds?

Rajiv Rajendran, a 40-year-old Bangalore based IT executive, has for some time been hunting for investment products that will benefit directly from the eco nomic recovery . He has been advised to invest in . But Rajendran has reservations about the prospects ... [Published Times of India - Sep 15 2014]

Quotes

...That translates into a saving of Rs 8,000-12,000 per year. Double those numbers for households with two four-wheelers. "these are considerable savings. they will allow you to raise your sip by anywhere between rs 1,300-2,000 per month" says Vishal Dhawan, chief financial planner, Plan Ahead Wealth Advisors
"to put it simply, these funds look for an opportunity for a possible credit upgrade; like investing in an a-rated scrip that has the potential to get upgraded to a aa rating" , says Vishal Dhawan, a Mumbai-based financial planner. So, these funds invest, mostly, in low-rated scrips
"by increasing the tenure of exit load beyond a year, mutual funds are trying to deter short-term investors. this also indicates that they want investors for the longer term" says Vishal Dhawan, chief financial planner, Plan Ahead Wealth Advisors
"studies abroad have clearly proven that passive funds outperform actively managed ones over a long period. to an extent, that trend is catching up in india as the market gets more and more researched" says Vishal Dhawan, CEO and chief financial planner, . He advocates a combination of active and passive funds to create wealth for long-term goals...

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How to gain from falling crude prices [Published Economic Times - Oct 20 2014]
Bond funds that are cousins but not twins [Mint... [Published BusinessWeek - Oct 14 2014]
Bond funds that are cousins but not twins [Published Livemint.com - Oct 13 2014]
Fund houses hike exit load to retain investors [Published Economic Times - Oct 09 2014]
Passive investing may not be bad but experts fa... [Published Economic Times - Oct 01 2014]
For more than just saving tax [Published India Today - Sep 30 2014]
How to benefit from these innovative tax-effici... [Published Economic Times - Sep 29 2014]
How you can boost your portfolio returns by pay... [Published Economic Times - Sep 22 2014]
Should you bet on banking sector funds? [Published Times of India - Sep 15 2014]
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