Learn

Plain-language guides to mutual funds, SIF, PMS, tax and planning, so you can make decisions with confidence. For education only, not advice.

Life moments

A short money checklist for each turning point.

• Your first job
• Getting married
• Your first child
• Buying a home
• Moving abroad
• Returning to India
• Retiring
• Inheriting money

Articles

• NRI investingHow NRIs can invest in Indian mutual fundsNRE or NRO account, KYC from abroad, the rules for residents of the US and Canada, and how tax is collected, step by step.29 October 2026 · 3 min read
• Mutual fundsSIP or lumpsum: which suits you?Should you invest in mutual funds a little every month or all at once? How the two differ, the middle path of an STP, and the questions to ask yourself.29 October 2026 · 3 min read
• SIF & PMSWhat is a SIF? Specialised Investment Funds explainedSEBI’s newest investment category sits between mutual funds and PMS. How SIFs work, the strategies they may use, and who they suit.29 October 2026 · 3 min read