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GuestPost

Easy, Automatic Portfolio Tracking with SimpleMoney

This guest post is written by Pranshu Maheshwari of SimpleMoney, a  Chennai-based fintech startup.He explains his product offering:

If you invest in direct mutual funds or are considering it, chances are, you have been overwhelmed by keeping track of all of your funds across multiple fund houses and portals.

If you have tried your hand at portfolio tracking, you probably know how exhausting and time consuming it can be. You have probably spent long hours in front of an Excel spreadsheet updating your information, or have manually uploaded your information to portals on an all too regular basis.

One option to overcome this could be logging in directly to the fund house’s website, but if you invest in different funds, this can be time consuming. With greater awareness of the benefits of investing in mutual funds directly, more of us are now investing across different platforms. Keeping track of all of this can be very difficult.

This is a shame, because mutual funds are actually great investment tools, but it’s possible that some of you might be discouraged from investing directly because of how difficult it can be to keep track of everything. The benefit of saving you 1-2% by investing in direct (rather than regular) funds would be outweighed by the hassle of all this manual tracking!

I tried to figure out if there could be an easier way of doing all this, which is when I built SimpleMoney, a tool that tracks your portfolio by reading the investment statements in your inbox, eliminating the need for data entry or uploading of information.

All you need to do is login, and your portfolio will be loaded automatically. New investments and transactions are added automatically too.

With SimpleMoney, you can see the performance of your portfolio with just a couple of clicks. SimpleMoney calculates metrics like absolute change and XIRR for all your investments. XIRR is an important value that will help you compare the performance of different information and help you evaluate your returns.

You can see this data for individual funds, by asset class, or by type of fund. You can also compare your returns against the market using our proprietary algorithm, CorrectCompare™.

SimpleMoney calculates all these metrics over various time periods, from the last one day to the last five years. I personally find this useful to figure out whether my funds are underperforming against the market, and I have been able to move out of bad investments quickly.

If you invest on behalf of your family members, you can track investments from multiple email IDs on SimpleMoney, and categorize them into subfolios by using the PAN number, folio number or name.

SimpleMoney also shows you all the capital gains taxes for your investments, allowing you to automatically calculate your advance tax liability.

SimpleMoney is free, and it takes just ten seconds of work to track your entire portfolio – we’d love for you to try it out and let us know what you think!

If you have any questions, please get in touch at support@simplemoney.in, and we’ll be happy to answer.

Happy investing!

Categories
GuestPost

Valuations in Indian Markets

The post below has been written by well known and highly respected Pune investor Jiten Parmar.

 

Many believe Indian markets are expensive. Nifty P/E is 24.

My take on this.

I believe we must consider the following :

1) Equity competes with the following classes for investment – Real Estate, Gold, Debt (FD, bank deposits, debt MF).

Let’s analyze each of this.

Real Estate:

This asset is in a cyclical downturn. Prices have been coming down and I don’t see that changing in the near term. Real Estate as an investment is not at all a paying asset class right now. And I see lower and lower domestic investment inflows in that.

Gold :
Fascination of gold is decreasing by the day among Indians. I definitely see lot less attraction for gold among the young Indians. Gold imports are coming down. And returns are very low, right now.

Debt :
FD rates, return on debt instruments are coming down by the day. 6-7% return barely matches inflation. So in real term you are really not making anything.

This leaves Equity as the only asset class which can give superior returns.

2) Based on above factors, we are seeing record inflows into equity domestically.

More than 5000 Cr per month coming into equities via MF SIPS apart from lumpsum investments.

LIC and other life insurance also invest a sizable amount in equity.

EPFO and NPS equity inflows have also started. These domestic inflows have really helped in stabilizing and supporting the market even in case of FII outflows.

Our dependence on FIIs has definitely come down. I don’t see domestic inflows slowing down, which will keep fueling the equity markets.

3) Fiscal health of government is also much improved. Tax compliance is bound to increase.

Merging of formal and informal economy has been fueled by Demonetization and will further gather pace with impending GST (a game changer reform).

FIIs are looking at India with renewed vigor (Mar 2017 showed record inflows).

With political stability, reform path is clear.

And a sovereign rating upgrade sooner or later is imminent. This can lead to more FII inflows.

4) Economy is bound to improve from here. Earnings are at a low and sooner or later I see them improving. Massive infra push definitely seems like happening. Many initiatives of government will bear fruit sooner or later.

So, in conclusion, I think that Indian markets may remain expensive or in fact become more expensive.

Corrections may come intermittently (and since many have big cash, will be bought into, thus protecting big downfall).

Runway seems clear at least for the next few years as far as equity is concerned.

And the supposedly expensive 24 P/E may be the new normal for sometime to come.

 

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GuestPost

Puneet Khurana: Winning the Loser’s Game

We have a special treat today. Puneet Khurana has shared his deck presented at an Investor’s Meet in Mumbai.

Puneet has headed Research for various hedge funds and is Visiting Faculty at IIT Delhi.

He has a great podcast series where he interviews value investors at his blog  Stoic Investing and  is also active on Twitter

Disclaimer:The stocks discussed here are only for informational purposes and not a recommendation to buy/hold/sell.Kindly consult your investment advisor before investing.

[pdf-embedder url=”https://alphaideas.in/wp-content/uploads/securepdfs/2017/02/Errors-in-Investing_-Puneet-Khurana.pdf” title=”Errors in Investing_ Puneet Khurana”]

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GuestPost

Gordon: Investing with the Odds

We have a special treat today. Gordon DSouza has shared his deck presented at the IIF Meet in Mumbai

Disclaimer:The stocks discussed here are only for informational purposes and not a recommendation to buy/hold/sell.Kindly consult your investment advisor before investing.

[gview file=”https://alphaideas.in/wp-content/uploads/2016/11/DOC-20161120-WA0014.pdf”]

Categories
GuestPost

Investment Strategy: GOV Model

We have a special treat today. Naresh Katariya has shared his deck presented at the Ideas 20-20 Conference in Chennai

Naresh is a value investor and can be reached via Twitter or his blog

Disclaimer:The stocks discussed here are only for informational purposes and not a recommendation to buy/hold/sell.Kindly consult your investment advisor before investing.

[gview file=”https://alphaideas.in/wp-content/uploads/2016/08/Ideas-20-20_Naresh-ver-2.pdf”]