Varad Khandekar

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Varad Khandekar
a woman explaining man about key economic indicators that affects mutual fund performance using charts and graphs

Top 5 Key Economic Indicators That Affect Mutual Fund Performance

We see ourselves as growth partners to our clients. And being a true partner means we want them to ask questions, seek clarity, and make informed decisions based…
Worried about market fluctuations? Learn how they affect your mutual funds and what you can do to stay on track toward your financial goals

How Market Trends Affect Mutual Fund Performance: Staying Ahead of the Curve

Because while we professionals live and breathe market trends, for others, it’s confusing and overwhelming.

Selecting Mutual Funds Based on Life Stages: A Guide for Every Investor

But that brings a different kind of problem. People rarely pause to ask: Which mutual fund is actually right for them?
a man holding a coin and a piggy bank

Understanding Loans Against Securities: A Smarter Way to Access Liquidity

The most important point here is that you still hold the ownership of your investments while getting access to the fund you need.

Tax Implications of Mutual Funds: What Investors Need to Know

Ironically, having a clear understanding of tax implications is very important to make informed investment decisions.

The Role of Fund Managers: Why Their Experience Matters in Mutual Fund Selection

The experience, investment philosophies, and decision-making process of a fund manager are very important indicators of the performance of funds managed by them.
Mutual Fund Performance

Evaluating Mutual Fund Performance: Key Metrics Every Investor Should Know

“Which mutual fund should I invest in?” It’s a question I hear every day. Some clients even come with a name they’ve heard from a friend or relative…