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Author Archives: Pankaj Mathpal

About Pankaj Mathpal

Pankaj Mathpal, Founder and Managing Director, Optima Money Managers Pvt. Ltd. has over 22 years of work experience in Marketing, Financial Planning & Education. Read More…

Don’t Skip the SIP this time! Invest in shares SIP by SIP

Don’t Skip the SIP this time! Invest in shares SIP by SIP

Every time the stock market falls, market gurus suggest, it’s a good time to buy stocks. But the possibility of a further drop in the markets, makes us wait for the best time to enter the market. Then the Sensex and Nifty goes up and we just keep staring at the bus, we missed. Once […]

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Don’t stress! Make a wise tax investment choice this time

Don’t stress! Make a wise tax investment choice this time

Multiple tax saving options, complicated sections and a fast approaching deadline! These last 5 days are really taxing, as we look up for several tax saving investments to take a last minute decision. But is tax saving your sole objective? Tax planning cannot be considered in isolation. In fact, it is a part of holistic fi­nancial planning […]

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Invest in hybrid funds to beat market volatility

Invest in hybrid funds to beat market volatility

Equity markets have been volatile for last few months. Markets move up one day and correct the next day causing anxiety for some investors. In the absence of clear direction retail investors find it difficult to enter the equity market. If current volatility in equity markets is a cause of concern for you then consider […]

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Vacation should not make a hole in your pocket

Vacation should not make a hole in your pocket

Vinod is planning to travel to Goa to bring in the New Year. He has been extremely busy and  has not made bookings for travel or stay. To his dismay he finds his favorite hotel room has become three times as expensive and so have the flights He really wants to bring in the New […]

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ICICI Prudential Value Discovery Fund – Review

ICICI Prudential Value Discovery Fund – Review

ICICI Prudential Value Discovery fund is a scheme that aims to invest in a well diversified portfolio of value stocks.The fund aims to invest in companies that have attractive valuation in regards to their earnings or book value.The fund is currently listed in the Small and Mid cap fund category however this is due to […]

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