Scheme categorisation and what it means for your folio
Fund houses periodically reclassify schemes. Where that changes the mandate your money was bought for, we flag it in your next review.
Ask about your portfolio arrow_forwardCapital gains treatment across fund categories
Holding period rules differ between equity, debt and hybrid schemes, and they have changed more than once. We plan exits around the rules in force.
See how we plan exits arrow_forwardKYC re-validation: who needs to act
Investors whose KYC was completed with documents no longer accepted may need to re-verify before transacting. We check this for every client folio.
Check my KYC status arrow_forwardResidency status changes and account re-designation
Moving abroad — or moving back — triggers reporting obligations within a defined window. The paperwork is routine; missing it is not.
Read the NRI guide arrow_forwardHealth policy portability and waiting periods
Porting a health policy can carry your accrued waiting-period credit with it. Done at the wrong time, it resets. Timing is the whole exercise.
Health insurance advisory arrow_forwardWhen a market fall should change your plan — and when it should not
Corrections are a feature of the asset class you chose. The question worth asking is whether your goal date moved, not whether the index did.
Talk it through arrow_forwardMarket and regulatory summaries on this page are for general information only and may not reflect the most recent position. Please verify the current rules with the relevant regulator or your tax adviser before acting. Mutual fund investments are subject to market risks — read all scheme related documents carefully.
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We send a short note to clients when something genuinely changes. No daily commentary, no market calls.