Shares held in the name of a deceased share/unit holder are transferred to their legal heirs/successors on production of certified copy of death certificate and other documents necessary to uphold the validity of their claim. To get shares transferred, send the relevant share certificates to the company along with the certified copy of the transfer …
How to transfer shares and MF units to the legal heir Read More »
Investment planning is not like trying to win the lottery- it’s not a matter of luck. Crafting an investment strategy requires an assessment of resources, development of objectives, analysis of choices and opportunities, and, finally, a matching of those alternatives to long term goals.The most basic investment objective is safety and security of principal. When …
The pyramid: Ordering your investment objectives Read More »
“Making money in the stock market is easy. Just find a stock, Buy it. When it goes up, sell it. If it doesn’t go up, then don’t buy it.”– Attributed to Will Rogers Most investors are comfortable with the “buy- and- hold” approach to investing. In other words, they ascribe to the theory that success …
Have you been worried about the stock market’s recent volatility? You’re not alone. The stock market in March was a roller coaster ride that served as a reminder to investors that market’s ups and down can be a little dizzying. But a volatile market should not leave you feeling queasy. As long as you have …
How do you define your approach to investing? There may be many answers to that question. One answer goes to the style of investing that you choose: value or growth. Are you looking for value? The goal of a value investor is to seek out “bargains,” finding those companies whose stock may be out of …
