Knowledge Base

Exit Load

Annualized Returns XIRR

Risk/reward Trade-off

Folio

Debt funds/Securities

NRI

What is Tax Harvesting?

Why can’t I wait till Feb – Mar and harvest then?

Commission

Capital Gains/Losses

I want to revoke access from my account manager. How can I do that?

Can I add same bank account I had added earlier, in my Joint Account?

How do I upgrade to Family Account?

Closed-end Fund

How is a Managed Account different from a Family Account?

Should I Create A Family Account or Managed Account for My Relative?

ELSS

Can I link to an existing Kuvera account from my Kuvera account?

Can I convert my existing Kuvera account to a Joint Account?

Asset Management Company (AMC)

What does import not do?

Expense Ratio

So how do you make money? And do you plan to charge me later?

Cumulative Total Return

Mutual Fund

Fund Manager

Does my subscription to Tax Harvesting cover all my accounts ?

Index

Direct Plan or Direct Share Class

I have a few funds with considerable profits, but Tax Harvesting never recommends harvesting tax in them?

Average Maturity

ETF or Exchange Traded Fund

Certificate of Deposit (CD)

Fund of Funds (FOF)

Money Market Fund

Yield to Maturity (YTM)

Credit Rating

Absolute Returns

Open-end Fund

Value Investing

Fixed Income Securities

Anything else I should know about Joint Account?

Credit Risk

Investment Objective

Capital (or principal)

Market Risk

Offer Document

Mark to Market

Consumer Price Index

Interest Rate Risk

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