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Mutual Funds for Long Term (SIPs and Lumpsum investments)

Mutual Funds for Long Term (SIPs and Lumpsum investments)

by Rajat Sharma | Apr 18, 2023 | Consulting, investment, mutual funds | 15 comments

Until a few years back, I invested wholly on my own. Almost 100% of my investments were in stocks and I hardly ever looked at mutual funds. Over time, I have realized the importance of diversification both in terms of asset classes and also in terms of managers. It is...

Valuations are finally cheap – Here’s an answer to your questions

by Rajat Sharma | Mar 24, 2020 | equity, valuation | 2 comments

DO YOU KNOW, every time markets are trading below valuations of 16, they deliver 34% returns over the next 3 years. When trading between 16-19, they deliver 20% over the next 3 years. When trading above 19, the returns are only 3.4% for the next 3 years. But what does...
Confessions: What your Financial Advisors will not tell you

Confessions: What your Financial Advisors will not tell you

by Rajat Sharma | Sep 19, 2019 | behavioural finance, investment | 2 comments

This is 100% true for 100% financial advisors; Just that some tell it more than others! (1.)    We are likely to disclose selectively– No mentor ever told his prodigy – ‘you will have to lie to succeed’. That is not something anyone aspires to do. What financial...
Life Insurance Saving Plans Explained – Assured and Money Back Plan

Life Insurance Saving Plans Explained – Assured and Money Back Plan

by Rajat Sharma | Jun 21, 2018 | investment | 0 comments

In continuation of the article – Different Types of Life Insurance Policy Available, in this article, I am going to explain 2 more types of very lucrative life insurance saving plans. 2 Types of Life Insurance Saving Plans Assured Income Plan (Or Guaranteed Income...
Life Insurance Saving Plans Explained – Assured and Money Back Plan

Different Types of Life Insurance Policy Available

by Rajat Sharma | Jun 12, 2018 | investment | 0 comments

As most commonly understood, a life Insurance policy provides financial protection to your family in the unfortunate event of your death. lt involves paying small sums each month called premiums and at maturity of the policy, you will receive returns the policy may...
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SANA SECURITIES

Equity portfolio management specialists. Personalized, transparent, stress free advice for portfolios

Useful Links

About

Contact

FAQ

Services

Consultancy

Small Case

Multi Family Office

Get In Touch

+91 11 41517061

[email protected]

WGF 1 & 2 , Hans Bhawan, Bahadur Shah Zafar Marg New Delhi – 110002, India.

SEBI Registered
Investment Advisor INA100004608

        

Ⓒ Sana Securities 2020 

Privacy Policy 

Terms & Conditions

Legal Disclaimer