rolling returns

Nifty 50 Equal Weight Index: How has it performed compared to Nifty 50?

June 19, 2020 by Deepesh Raghaw Leave a Comment

Over the past few weeks, we have tested investment ideas and compared the performance against the bellwether indices such a Nifty 50. In some of my previous posts, I have Compared the performance of Nifty Next 50 against Nifty 50.Considered the data for the past 20 years to see if the Price-Earnings (PE) multiple tells us anything about the prospective returns. It does or … [Read more...] about Nifty 50 Equal Weight Index: How has it performed compared to Nifty 50?

Nifty 50 vs Nifty Next 50: Performance Comparison

May 28, 2020 by Deepesh Raghaw 2 Comments

Nifty Next 50 index funds have gotten popular over the last few years. As expected, the index caught the fancy of investors on the back of strong performance from 2014 until 2017. However, not many investors benefited from this because there were not many index fund options to invest in this index. Not that the funds would have attracted money because the AUM chases the … [Read more...] about Nifty 50 vs Nifty Next 50: Performance Comparison

Number of Complaints
At the beginning of the month	0
Received during the month	0
Resolved during the month	0
Pending at the end of the month	0
Reasons for pendency	NA

As on May 31, 2020

I had a very good and quite a satisfying experience in my dealings with Mr Deepesh. I found Deepesh to Frank, Knowledgeable & assuring. The final plan drawn up by Mr Deepesh was quite detailed and realistic. I would definitely recommend services of www.personalfinanceplan.in to my friends and relatives.

Nandan Kossambe Senior Electrical Engineer, BASF South East Asia Pte Ltd Singapore

I worked with personalfinanceplan.in to review and enhance my portfolio. The whole experience was very professional and at the same time personalized. Deepesh made sure that he understands all my financial circumstances that affect the planning. He also made sure that I am aware of all the information and possible alternatives before coming to the final plan. Whole process was very engaging and productive. I will continue to rely on personalfinanceplan.in for my future needs.

Deepak Dahuja Director Engineering, Hughes Systique Corporation Gurgaon

I worked with Deepesh for investing in mutual funds. Deepesh was very helpful throughout the engagement. As I am a first time investor, Deepesh ensured that I understand all the risks and benefits. He was easily approachable, flexible with timings and ensured transparency throughout the process. One of the best things about him is that he encouraged questions from me and also invited me to challenge his investment advice before finalizing the portfolio. All in all, it's been a great experience working with him. Thanks for all the help!

Vishakh Maruvala Tax Senior, EY Bangalore

It was a great experience interacting with Deepesh. His guidance and suggestions on mutual funds and term insurance were very useful. The best part is he is quick to respond to the queries raised and explains everything really nicely. He made me analyze my financial goals and explained the choice of investment products in detail.

Raghavendra Shetty GenPact Bangalore

I am very much satisfied with the service provided. What I liked the best was promptness in response over e-mail, chat or a phone call.
As a first time investor, I needed lot of clarifications before I went ahead and made the investments. Deepesh provided the guidance and patiently answered all my queries.
He understood my personalized goals and advised on how to go ahead in strategizing them. I am looking forward for long term relationship in achieving my financial goals.
Please keep up the good work.

Debranjan Banerjee Tata Consultancy Services Hyderabad