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The Asset Rich, Cash Poor Trap
Many families be it retail, HNI’s or UNHW’s generally get laid to this trap of Asset rich and Cash Poor. . Broad economic data shows that roughly 70% to 74% of total Indian household wealth is locked in non-liquid, physical assets like real estate and gold (according to data from the UBS Global Wealth Report), meaning a vast majority of the middle class holds high asset value with relatively low liquid cash. A family can own crores in assets and still can struggle to pay Rs 2
Mahendra Rao
Aug 182 min read


The patience that is killing your investment journey
When the market goes quiet, patience gets tested the most. A real conversation on why staying invested still matters, even when returns don't show up on schedule. #MutualFunds #InvestmentJourney #HappyInvesting
Mahendra Rao
Aug 124 min read


From Dreams to Done
Because dreams are easier to achieve when you give them a number, a timeline and a plan. Author - Mahendra Rao CWM, QPFP We all have dreams. Some are big enough to change our lives. Others are small enough to fit into a weekend. But the feeling of achieving them is almost always the same — I did it. How does it feel when you achieve a small dream or a goal, it can be climbing a particular mountain peak, learn a new skill or even going to that dream vacation, That feeling is
Mahendra Rao
Aug 75 min read


Accumulate ₹20 Lakhs in Just 3 Years
Accumulate ₹20 Lakhs in Just 3 Years Yes, you read that right. You can accumulate ₹20 lakhs in just 3 years! Of course, the monthly...
Mahendra Rao
May 21, 20252 min read


HSBC Financial Services Fund
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in...

Team NorthStella Wealth
Feb 25, 20252 min read


Nippon IndiaActive Momentum Fund
The investment objective of the scheme is to achieve long-term capital appreciation for its investors. This objective will be pursued by...

Team NorthStella Wealth
Feb 25, 20251 min read


Bajaj Finserv Multi Cap Fund
The objective of the scheme is to generate long term capital appreciation by investing in equity and equity related securities of large...

Team NorthStella Wealth
Feb 25, 20251 min read


Mahindra Manulife Value Fund
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity...

Team NorthStella Wealth
Feb 24, 20252 min read


Motilal Oswal Innovation Opportunities Fund NFO – A New Investment Avenue
The investment landscape is ever-evolving, and innovation-driven companies are at the forefront of change. Motilal Oswal Asset Management...

Team NorthStella Wealth
Jan 31, 20252 min read


Maximizing Wealth Through the 15/15/15 Rule: Unlocking the Power of Compounding in Mutual Funds
The 15/15/15 Rule in mutual funds is a simple yet powerful strategy demonstrating how compounding works in wealth creation. Let’s break...

Team NorthStella Wealth
Oct 19, 20242 min read


All About ETF
In the past few years, the ETF has captured a good amount of market share of the overall AUM of the mutual fund industry. It constitutes...
Mahendra Rao
Aug 22, 20244 min read


How many ideal funds you should hold in your portfolio?
While investing we always have to remember the old age saying “ Do not put all your eggs in one basket”. Putting all our eggs in one...
Mahendra Rao
Jul 11, 20225 min read
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