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Tracking Error
A tracking error is a difference between the returns of index mutual funds/ ETF and the underlying index. For e.g. the Index gives you a return of 12% cagr, then the Index Mutual Fund or ETF may give you 1-2% less due to the sentiments in the MF/ETF. ...
Portfolio Review
Please download the file in attachment and fill the Excel Sheet and send it back to us! GPE Sheet is for review of your investments and not trades! Goela Trading Journal is for review of trades and not investments! Make sure you enclose the link of ...
Monthly Report System
Please note that our Monthly Report System has changed. Please watch the instructions in this video to learn, how to fill in your monthly report: https://learn.goelasf.in/courses/1226541/lectures/40015141 The sheet is in attachments at the bottom of ...
Portfolio Management Quiz Solution
Solution to Q1: To start the investing journey for any financial goal one should first be clear about the goal i.e. amount required and time of investment. Then they should use the wealth formula to break down the goal in form of SIP. The goal has to ...
Why should you open a Demat Account Under us?
We have partnered with Angel One if you wish to open a Demat Account of yours or your family under us. This is not at all mandatory, rather it is your choice. The benefit with us: If you open a Demat Account under us, we can track your investments ...