Category Archives: Finance

Markets are never stable. Investors know that the market is cyclical, where it booms and corrects periodically. But what to do during extreme ups or extreme downs? Taking the wrong choice can cause a significant loss or completely erase all the wealth that you have previously created in your portfolio. This article will help you with some of the best investment strategies in a volatile market. Continue reading to know more What are the basic things you can do to deal with market volatility? Some precautions you as an investor can take to reduce the impact of overall market volatility on your portfolio. How? Do a periodical review of your portfolio. This helps you know the performance of the investments that you have chosen. It indicates the efficiency and effectiveness of your portfolio. It helps you analyze whether or not your investments align with your goals and objectives. Have a rebalanced portfolio. Periodically rebalancing your portfolio will help you minimize the overall portfolio volatility. A rebalanced portfolio will efficiently capture the up-market and the down-market movements. It is capable of efficiently controlling losses during major market corrections. Have a well-diversified portfolio. When starting your investment journey, you should ensure you have a well-diversified portfolio that helps reduce portfolio volatility. The assets will compensate for each other's performance in a diversified portfolio. https://www.youtube.com/watch?v=uYlrsx9_yog&t=1s What are the best investment strategies in a volatile market? 1. Index fund An Index Fund invests in the company stocks of a benchmark index in the same proportion as the index. The fund does not intend to outperform the benchmark and move along the benchmark it is invested in. There is no active investment strategy or change in the fund’s portfolio. Therefore, the volatility is much lesser compared to other equity funds. The ideal investment horizon is 5-7 years and is best for investors with a low-risk appetite and who are okay with steady, stable returns. 2. Balanced fund Balanced funds are hybrid funds that provide investors with long-term capital appreciation with exposure to both equity and debt. There are options like aggressive hybrid and dynamic asset allocation funds (DAAF). A DAAF follows an intelligent asset allocation strategy within the fund. The debt-equity ratio is periodically balanced and changed based on market conditions and requirements. If the market is corrected and undervalued, the fund automatically increases the equity component and reduces the debt component with the growth forecast in mind. Whereas, if the market is overvalued already, the fund will reduce the equity exposure and increase the debt component to avoid the fund from facing heavy market corrections leading to a loss. 3. Debt funds The safest bet against market volatility is debt funds. You have options like corporate, municipal, short-term, etc. They are highly liquid and generate returns that beat inflation. This investment option is best for investors with a small investment horizon or in their retirement phase who depend on their savings and have a minimal risk appetite. 4. Staying invested long-term Volatility and market fluctuations are more evident in short-term horizons. Investing for an extended period and not paying attention to the short-term market movements helps your wealth creation objective. At the same time, you should have a strong strategy and a well-diversified portfolio. Again, do not blindly follow the buy-and-hold strategy. Please research before investing in any instrument and plan to hold it for an extended period. The bottom line is that a portfolio should have a mix of different investment instruments. There is a saying that "you never put all your eggs in one basket". This means that by investing all your money in one place, your entire portfolio is directly correlated to the movement of that instrument, in short, concentration risk. Different instruments give you benefits and varying returns from all the assets. Never sell your investments during extreme market volatility, even if your portfolio has significant losses unless you need liquid money. Instead, use this as an opportunity to invest more and acquire units of the instrument at discounted rates. This will help you average out your losses and generate good levels of return on your portfolio. Consult an expert advisor to get the right plan TALK TO AN EXPERT

Incorporated in the midst of the Global Financial Crisis, Quant Mutual Fund has been in existence for approximately two decades now. The AMC offers a variety of mutual fund schemes, including equity funds, debt funds, and hybrid funds. Quantum Mutual Fund is known for its focus on active management and its commitment to providing investors with high-quality investment products. Quantum Multi Asset Fund of Funds  Investment Objective: The primary investment objective of the scheme is to generate modest capital appreciation while trying to reduce risk (by diversifying risks across asset classes) from a combined portfolio of equity, debt/money markets, and gold schemes of Quantum Mutual Fund.   Investment Process   The scheme may invest in the units of debt/money market schemes of other mutual funds to gain exposure to debt as an asset class to manage any investment and regulatory constraints that arise / that prevent the scheme from increasing investments in the schemes of Quantum Mutual Fund.   The scheme follows the thought process of investing in a diversified asset class so that the investors can make the most money out of their investments.   Portfolio Composition  The fund had invested 99.29% of the funds across different mutual fund schemes, having exposure to various asset classes such as equities, debt, commodities, etc., and the remaining funds were held in cash and cash equivalents on 31st October 2023. The equity portfolio is biased towards large-cap equities, with 93.9% of the funds allocated to large-cap stocks and the remaining to mid-cap and small-cap stocks, with 5.46% and 0.28%, respectively.  Note: Data as of 31st October 2023. Source: Value Research Top 5 Holdings for Quantum Multi Asset Fund of Funds   Name Weightage % Quantum Liquid Direct-G 26.70 Quantum Nifty 50 ETF-IDCW 23.95 Quantum Dynamic Bond Direct-G 19.40 Quantum Gold 15.49 Quantum Long-Term Equity Value Direct-G 8.54 Note: Data as of 31st October 2023. Source: Value Research  Performance for Quantum Multi Asset Fund of Funds    CRISIL Composite Bond Fund Index (20%) + S&P BSE Total Return Index (40%) + CRISIL Liquid Index (25%) + Domestic Price of Gold (15%)  Period Scheme Benchmark Since Inception 9.17% 10.08% 7 years 8.20% 10.22% 5 years 8.82% 11.08% 3 years 9.23% 10.39% 1 year  9.39% 9.47% Note: Returns in % as of 31st October 2023. Source: quantumamc.com  Invest in Fund Fund Manager  The fund is managed by Mr.Chirag Mehta. He has been managing this fund since 11th July 2012. He has 19 years of work experience in this field.   Who Should Invest in Quantum Multi Asset Fund of Funds?  The fund is suitable for investors who are seeking.   Long-term capital appreciation.  An investment opportunity in the schemes of Quantum Mutual Fund, whose underlying investments are in equity, debt/ money market instruments, and gold.  Why Invest in this Fund?  The asset allocation of this fund is dynamic and research-backed.  It aims to generate superior risk-adjusted returns.  The fund is diversified across Equity, Debt, and Gold schemes of Quantum Mutual Fund.  It provides tax-efficient rebalancing and indexation benefits.  It provides periodic rebalancing to buy at low and sell at high.  Time Horizon  One should look at investing for at least five years or even more.  Investment through a Systematic Investment Plan (SIP) may help in tackling the volatility of the broader equity market.  Conclusion  The Quantum Multi Asset Fund of Funds is an open-ended fund that allows investors to invest in different schemes of Quantum Mutual Fund. Investors willing to have exposure to different asset classes for diversification can consider this fund for a medium to long-term time horizon. DisclaimerThis is not recommendation advice. All information in this blog is for educational purposes only.

Incorporated in the midst of the Global Financial Crisis, Quant Mutual Fund has been in existence for approximately two decades now. The AMC offers a variety of mutual fund schemes, including equity funds, debt funds, and hybrid funds. Quantum Mutual Fund is known for its focus on active management and its commitment to providing investors with high-quality investment products. Quantum Liquid Fund Investment Objective: The primary investment objective of the Quantum Liquid Fund is to provide optimal returns with low to moderate levels of risk and high liquidity through judicious investments in the money market and debt instruments. The primary objective of the Liquid Fund is to ensure that your investments are made prudently in safe and liquid instruments to earn slightly higher returns than interest on a bank savings account. Investment Process: · The fund prioritizes Safety and Liquidity over Returns and invests predominantly in Government Securities, Treasury Bills, and Money Market instruments issued by Public Sector Undertakings. · The scheme primarily focuses on safety, liquidity, and returns while considering investment options. · The scheme tries to minimize the credit risk by investing primarily in Government securities or PSUs, rated as AAA/A1+. Portfolio Composition: The fund holds its assets mostly in debt instruments to achieve its investment objective. The portfolio comprises 99.32% of allocation to debt securities, and the remaining is held in cash and cash equivalents. Note: Data as of 31st October 2023. Source: quantumamc.com Top 5 Holdings for Quantum Liquid Fund NameWeightage %Reserve Bank of India T-Bills 182-D 07/12/202316.85Bank Of Baroda CD 15/11/20238.46Small Industries Devp. Bank of India Ltd CP 91-D 22/11/20238.45Export-Import Bank Of India Money Mkt 91-D 07/12/20238.42National Bank For Agriculture & Rural Development Money Mkt90-D 13/12/20238.41Note: Data as of 31st October 2023.Source: quantumamc.com Performance for Quantum Liquid Fund CRISIL Liquid Fund AI IndexCRISIL 1 year T-bill IndexPeriodSchemeBenchmarkAdditional BenchmarkSince Inception6.74%6.79%6.11%10 years6.08%6.50%6.45%7 years5.27%5.69%5.77%5 years4.89%5.26%5.68%3 years4.69%4.95%4.63%1 year6.78%6.99%7.01%Note: Returns are in % and are of Direct Plan – Growth Option as of 31st October 2023.Source: quantumamc.com Invest in Fund Fund Manager Mr.Pankaj Pathak is the Fund Manager of this fund. He has been managing this fund since 1st March 2017. He has 12 years of experience in this field. Who Should Invest in Quantum Liquid Fund? Quantum Liquid Fund is suitable for a variety of investors including: · Investors who have short-term investment horizons or are not willing to take many risks in their fixed-income allocation. · Investors who want to park a large sum of money temporarily, say from a bonus, property sale, inheritance, etc., until they decide how to invest that corpus. · Investors who want to stagger their investment in equity schemes through SIPs can park in liquid funds and opt for a systematic transfer plan (STP) · Investors who want to keep contingency funds or emergency corpus in relatively low-risk debt schemes. Why Invest in this Fund? · The fund follows a disciplined research and investment process. · It does not invest in real estate or securitized paper. · It only invests in instruments with less than 91 days of maturity, which makes it less volatile. · The assets of this fund are valued by the process of mark-to-market (MTM) valuation policy rather than amortization. · It has one of the lowest expense ratios in its category. Time Horizon · This fund is suited for investors looking to park funds for a short term of up to 91 days. Conclusion The Quantum Liquid Fund is an open-ended fund that allows investors to invest at a relatively low interest rate risk and relatively low credit risk. The fund is suitable for investors who wish to park their funds for a short-term time horizon to get a better return than what is usually offered on saving deposits. DisclaimerThis is not recommendation advice. All information in this blog is for educational purposes only.

As the festivities are about to begin, Indian equity markets decided to offer a gift in the form of a big sale. Indices and individual stocks are showing steep correction in this month. For the first time since 28th June 2023, Nifty 50 fell below the 19,000 mark. Note – Daily chart of Nifty 50 closing prices Data Source – niftyindices.com But what is driving this fall? How should investors invest in current times? Let’s find answers to these questions. What are the factors behind this correction? Israel – Hamas War: Israel’s retaliation to one of the deadliest attacks from the Palestinian militant group, Hamas, has raised global concerns. Fear grips as news about the possibility of Israel’s invasion of Gaza may trigger a full-blown war involving various countries. Worrying Signs of the US Economy: Although the FOMC (Federal Open Market Committee) has raised its growth projections for the year 2023 to 2.1% from the earlier estimate of 1%, it has also indicated higher levels of interest rates for a prolonged period. US Bond Yields: The US Government’s 10 Year T-Bond yields touched the level of 5% for the first time in 16 years since July 2007. FIIs Selling: Increasing yields in the US bond market have resulted in FIIs taking the money out of Indian markets. FIIs have sold for more than 20,000 crores in cash market on a net basis each month consecutively for three months. Appreciating Dollar: Increasing bond yields in US bond markets, FIIs selling, and increasing concerns in the geopolitical situation have led the dollar index to remain strong against all currencies with no exception to the Rupee. The Indian Rupee has witnessed a record low of 83.29 in the last month and is currently hovering around 83.25 near its all-time low. Other factors: Other factors, such as a slowdown in the global economy with economies such as China, the UK, etc., showing a decrease in productivity, an increase in India’s current account deficit, and increasing crude oil prices, etc. are also contributing to the negative sentiment in the markets. How can this war affect the Indian economy? India’s trade with Israel has grown significantly over the last few years. The data shows that India’s exports and imports have increased 17 times and 4 times, respectively, from 1999-2000 to 2022-23. Exports and Imports in $ billions: Source – mint, CMIE Israel is one of the leading producers of crude oil, which is affected due to this war. OPEC (Organization of the Petroleum Exporting Countries) has already decided to cut production, adversely affecting the supply of crude oil, and resulting in an increase in prices, which forms a significant component of Indian imports. Additionally, if this war escalates and other nations jump into it, global economic activities may see an adverse effect. This will result in further strengthening of the USD until the concerns of geopolitical instability cool down. However, this war may not impact the Indian economy as much as it would affect the global economy. India’s story of highest GDP growth India is considered a promising emerging market story, which grew at an average annual pace of 6.6% in the decade to 2019-20. In 2022-23, with a growth rate of 7.2%, India has outperformed most other major economies. The International Monetary Fund (IMF) predicts that the Indian economy will grow by over 6% in the next few years and is on track to be the world's third-largest economy. Additionally, The Morgan Stanley Report on India 2023 has predicted an economic boom for India, which will make it the third-largest country in the world by the year 2027. Also, Rajeev Kumar, Vice-President of Niti Ayog, said, “India will not be affected by the recession, and India will grow its economy by 6% to 7% by 2023-2024.” What should you do as an investor at this time? Equities, as an asset class, have an inherent volatility that can, at times, reach extreme levels, putting even the most seasoned investors to the test. We find ourselves in the midst of such a turbulent phase, and the duration of this storm remains uncertain. During turbulent times, selling your investments prematurely can result in losses. Before stopping further investing and selling existing investments, we must not forget that the Indian markets have shown a remarkable rally in this year of more than 20% in less than 6 months from the lows of 16,828.35 on 20th March 2023 to the highs of 20,222.45 on 15th September 2023. However, due to external factors such as geopolitical conditions and global economic concerns coupled with negative sentiment, it might be possible that the markets may go down further. But this event provides an opportunity to invest for long term as the Indian economy is fundamentally strong and is expected to remain so. Hence, we call the current volatile moment the moment of the Great Indian Equity Festival. Rather than panicking, we should ignore the noise and focus on our long-term objectives. We believe - • If you stay the course and remain mindful of market trends over time, you're likely to benefit from a market rebound, leading to significant gains. • If you adopt a systematic investment strategy, it will help manage market ups and downs. So, stick to your regular investment plans (SIPs) and smartly use systematic transfers (STP) for lumpsum investments. During these tough times, it's vital to shield yourself from rumors and speculations. Keep your eyes on your financial goals as a guiding star in the unpredictable financial world. Remember, the timeless virtues of patience and discipline, passed down through generations, are your best allies during difficult times. They are likewise mentors reminding you that staying committed and maintaining self-control are the keys to long-term financial success.

The phrase "metaverse" refers to a new virtual space arising as technology improves. It's an idea that traces its origins to 1992 when Neal Stephenson published his dystopian novel "Snow Crash," which featured characters who used 3D headgear to visit another reality. On the face, this appears to be nothing new, yet the Metaverse is expected to be a completely new approach for us to engage with the internet, known as Web 3.0.   The Metaverse is a mix of virtual reality (VR), augmented reality (AR), and three-dimensional digital worlds. The underlying concept is to give the internet a perception of presence - imagine 3D avatars and synced virtual places that everybody can share. With augmented reality glasses, you could, for example, visit a friend's virtual residence in the Metaverse or watch digital concerts and conferences.   Several large IT corporations have jumped on the metaverse bandwagon, though their perspectives vary. Facebook and other social media corporations are among the most vocal advocates today, believing that the innovation will alter how many of us socialize by the end of this century. To symbolize its devotion to the Metaverse, Facebook changed its name to Meta. The Metaverse's ambitions aren't limited to escapism and creating communal encounters. Microsoft believes that the Metaverse can make remote work more personal through Microsoft Teams. Meanwhile, video game producers like Epic Games seek to create distinct worlds that go beyond what is conceivable in the actual world. Finally, proponents of decentralized technologies assert that they can permit digital ownership and complete virtual economies.   The Metaverse offers a once-in-a-lifetime opportunity to invest. As per Bloomberg, the Metaverse's worldwide economic potential might reach $800 billion by 2024. According to Matthew Ball, CEO of Epyllion, a venture financing firm, the Metaverse is an opportunity with a lot of zeros behind it. Even if your expectations are lower, precedent from the digital economy, the internet, and mobile internet says this is a $10 [trillion] to $30 trillion opportunity that will materialize in a decade or decade and a half.   There is no such thing as a one-size-fits-all approach to investing in the Metaverse. Albeit, there are three methods for investors to get a piece of the $30 trillion pie. Additional read: How to invest in Snapchat from India 1. Going the head-on way  Using Metaverse crypto or Metaverse cryptocurrencies, one can invest in both cryptocurrencies and the Metaverse at the same time. Decentraland (MANA), Sandbox (SAND), and Enjin are some Metaverse tokens (Enj). To invest in Metaverse in India, go to any significant crypto exchange and acquire the tokens directly. To make cash, one can exchange such assets throughout the Metaverse, earn things and services, and then redeem them in the real world. On the other hand, directly purchasing NFTs and other assets entails significant risks and volatility. Purchasing virtual land or real estate in the Metaverse is another way to invest directly in the Metaverse.   2. Investing through individual stocks with metaverse exposure   Equities of publicly traded companies participating in the Metaverse domain can likewise be used to invest in the Metaverse indirectly. The majority of the prominent companies in this field are currently listed in the United States. These could be businesses that engage in Metaverse-related activities or supply products, services, technology, or technological skills. While some companies, such as Meta, are working on high-end VR headsets, others, such as Nvidia, are working on the computational power that will power the Metaverse. Cloud service companies such as Amazon and Microsoft will play a part in the Metaverse because it will be housed in the cloud.   On the other hand, individual stock purchases will necessitate greater initial and ongoing analysis.   3. Investing inconvenience  As Metaverse is still in its infancy, it's challenging to grasp the Metaverse's and enterprises' business models. As a beginner, you can invest in the Metaverse through ETFs such as the Roundhill Ball Metaverse ETF, which gives you exposure to companies that develop Metaverse infrastructure (like Nvidia), gaming engines that create virtual worlds (like Roblox), and leaders in content, commerce, and social media for the Metaverse (like Tencent). Nvidia Corporation, Microsoft Corporation, Meta Platforms Inc., Roblox Corporation, Tencent Holdings Limited, and Unity Software Inc. are among the fund's top holdings. The Roundhill Ball Metaverse ETF had 45 holdings and seven nations in its portfolio. The median market capitalization of these 45 holdings is $68 billion.  Put another way, the typical company held by this ETF will be successful and well-established. While these equities will have metaverse connections, there's a fair probability they'll also have very profitable core operations that will support metaverse research and development. If you opt to invest in ETFs, you may rest easy.   It's crucial to realize that Metaverse investments aren't for everyone. Furthermore, having a significant concentration of assets in stocks of Metaverse-related companies can be dangerous. When investing in the Metaverse, one must consider risk tolerance and the value it will add to the portfolio! FAQs What is the Metaverse, and how can I invest in it? The Metaverse is a virtual shared space where people can interact, work, and play. To invest, consider buying Metaverse-related cryptocurrencies, investing in companies developing Metaverse technology, or acquiring virtual real estate within Metaverse platforms. Can I invest in Metaverse through NFTs (Non-Fungible Tokens)? Yes, NFTs are often used for buying and selling virtual assets in the Metaverse. You can invest in Metaverse-related NFTs, such as virtual land, digital art, or in-game items. Is investing in Metaverse safe? As with any investment, there are risks. Ensure you research and understand the projects and technologies you invest in. Diversify your investments and only invest what you can afford to lose.

Zoom Video Communications needs no introduction, especially now that the COVID-19 epidemic has arrived. People began working from their houses when the lockdown was imposed. Most of it happened over a Zoom video conference, whether a corporate meeting or your child's online education. This company's product effectively brought people from all over the world together. Eric Yuan founded Zoom Video Communications as a software start-up in 2011. Eric is the current CEO, and the company is based in California, United States. It is known for providing services like video calling and online chat services via cloud-based peer-to-peer software. As of 2021, the total number of employees is 4422. Salesforce took almost one and a half decades after going public to reach a market capitalization of $100 billion, but Zoom Video Communications took just 14 months. Zoom recently paid $14.7 billion for Five9, a NASDAQ-listed software company specializing in cloud contact centers. Zoom is one of the North American region's top 25 highest-value technology companies.   Additional read: How to invest in Netflix from India? Zoom is one of the few stocks that should be included in every investor's portfolio. Let's first look at some basic stuff before we proceed. Latest market close $109.18 52-week range 108.43 - 406.21 Dividend yield  NA Earnings per share  $4.49 Beta - Market Capitalization $ 24.902 billion Average Volume (3m) 4,317,874 PE ratio  24.24  There are three ways in which you can invest in Zoom from India.   1. The direct way   You can trade in Zoom from India by registering on a US brokerage account using technological platforms that provide this service or through a foreign brokerage with a direct presence in India. To start with this, you only need your PAN card and proof of address.   Zoom's share price was the US $108.6 on March 03, 2022, which is over eight thousand rupees. However, the premium price of Zoom shares should not stop you from investing in them because some platforms allow you to participate in fractional shares. With just $1, you can buy a part of a Google stock and own a piece of the corporation.   2. The ETF way   One way to invest in Zoom stocks from India is through an exchange-traded fund (ETF). ETFs are a grouping of stocks and bonds traded as a single fund. They're comparable to mutual funds in that they're invested in a pool of money. ETFs, on the other hand, are exchanged on the stock exchange and offer a simple and inexpensive way to gain access to a category of market or a group of companies. Buying an ETF via a platform is one way to invest in ETFs.   For example, you can invest in the ProShares Ultra QQQ (QLD) and ARK Innovation ETF (ARKK), which contains Zoom as one of its holdings.   Another option for investing in Zoom stocks from India is to purchase ETFs that invest in US markets. You don't need to create a US brokerage account to invest in these ETFs. However, tracking errors in these ETFs may influence your returns.   3. The Mutual fund way   In this case, you will be investing in funds of funds, a domestic mutual fund that invests in a mutual fund available in the United States. Since the investment would be made in Indian rupees, there is no investment restriction. Zoom is included in several mutual funds, such as the Edelweiss' US Technology Fund of Fund but only to a minimal level. Furthermore, this strategy may prove to be more costly. An annual expense ratio will be required of you. The expense ratio of these funds is typically greater, as it includes an additional expenditure levied by the core global schemes they invest in, in addition to the usual India fund administration fee. A note of caution here is to remember to evaluate your risk profile before purchasing any investment. Directly investing in equities like Zoom would be a greater risk strategy for your portfolio. Investing by convenience, i.e., via ETFs As Metaverse is still in its infancy, it's challenging to grasp the Metaverse's and enterprises' business models. As a beginner, you can invest in the Metaverse through ETFs such as the Roundhill Ball Metaverse ETF, which gives you exposure to companies that develop Metaverse infrastructure (like Nvidia), gaming engines that create virtual worlds (like Roblox), and leaders in content, commerce, and social media for the Metaverse (like Tencent). Nvidia Corporation, Microsoft Corporation, Meta Platforms Inc., Roblox Corporation, Tencent Holdings Limited, and Unity Software Inc. are among the fund's top holdings. The Roundhill Ball Metaverse ETF had 45 holdings and seven nations in its portfolio. The median market capitalization of these 45 holdings is $68 billion. Put another way, the typical company held by this ETF will be successful and well-established. While these equities will have metaverse connections, there's a fair probability they'll also have very profitable core operations that will support metaverse research and development. If you opt to invest in ETFs, you may rest easy.  It's crucial to realize that Metaverse investments aren't for everyone. Furthermore, having a significant concentration of assets in stocks of Metaverse-related companies can be dangerous. When investing in the Metaverse, one must consider risk tolerance and the value it will add to the portfolio!   FAQs How to invest in Zoom from India? Yes, you can invest in Zoom from India on the EduFund. Download the App, set up your US account for free without any commission or opening charges. You also get first year free on account maintenance. Once its set up, you can invest in all the top US stocks on your own! What are the different ways to invest in Zoom? There are several ways to start investing in Zoom. You can directly invest in the company by buying its stocks through an app, you can invest in the company indirectly by investing in mutual funds or ETFs that will buy the stock as a part of their portfolio. What is the share price for Zoom? The share price for Zoom is $59.98!

Planning to invest in Facebook (meta) from India! Look no further! Find out why and how in this blog! Facebook is a for-profit American firm established in Menlo Park, California, providing online social media and social networking services. Mark Zuckerberg and fellow Harvard College classmates and roommates Eduardo Saverin, Andrew McCollum, Dustin Moskovitz, and Chris Hughes created the Facebook website on February 4, 2004. The word Facebook stems from the Facebook directories frequently distributed to university students in the United States. Facebook raised $16 billion from the market when it became a publicly traded business in 2012. As a result, Facebook now has a market valuation more significant than some of the most prominent American corporations, like Amazon, Disney, and McDonald's. Facebook's stock price increased almost tenfold in less than ten years, providing early investors with over 1000 percent returns. You've arrived at the right site, whether you want to invest in Facebook shares or learn how to invest in Meta shares from India.   Meta is one of the world's most powerful tech companies. It owns and operates the most widely used and successful social media and messaging platforms worldwide, including Facebook, Instagram, and WhatsApp. Meta is one of the top US companies to invest in, with a market valuation of roughly $ 590.21 billion. Investing in US companies like Meta has a variety of advantages. It provides geographical diversity to your portfolio   The depreciation of the rupee vis-a-vis the dollar is also a prime reason.   The share has provided stable handsome returns in history. The share has returned around 60% in the last five years, which is more than anything on the plate!   Facebook is one of the few stocks that should be in every investor's portfolio. Let's first look at some basic stuff before we proceed.  Latest market close $200.06 52-week range 190.22 - 384.33 Dividend yield  NA Earnings per share  $13.79 Beta 1.4 Market Capitalization $ 544.55 billion Average Volume (3m) 32,148,676 PE ratio  14.51  There are three ways in which you can invest in Facebook from India   1. The direct way   You can trade in Facebook from India by registering on a US brokerage account using technological platforms that provide this service or through a foreign brokerage with a direct presence in India. To start with this, you only need your PAN card and proof of address.   Facebook's share price was US $200.06 on March 03, 2022, which is over fifteen thousand rupees. However, the premium price of Facebook shares should not stop you from investing in them because some platforms allow you to participate in fractional shares. Starting as small as $1, you can buy a part of a Google stock and own a piece of the corporation.   Additional read: How to invest in Google from India 2. The ETF way   One way to invest in Facebook stocks from India is through an exchange-traded fund (ETF). ETFs are a grouping of stocks and bonds traded as a single fund. They're comparable to mutual funds because they invest in a pool of money. ETFs, on the other hand, are exchanged on the stock exchange and offer a simple and inexpensive way to gain access to a category of market or a group of companies. Buying an ETF via a platform is one way to invest in ETFs. You can invest in the Russell 1000 Growth ETF or the Vanguard S&P 500 ETF, which contains Facebook as one of its top holdings.   Another option for investing in Facebook stocks from India is to purchase ETFs that invest in US indices such as the S&P 500. Facebook is a holding of the Motilal Oswal S&P 500 Index Fund. You don't need to create a US brokerage account to invest in these ETFs. However, tracking errors in these ETFs may influence your returns.   Additional read: How to invest in Coca-Cola from India 3. The Mutual fund way   In this case, you will be investing in Funds of Funds, a domestic mutual fund that invests in a mutual fund available in the United States. Since investment is in Indian rupees, there is no investment restriction. Facebook is included in several mutual funds, such as the Nippon India US Equity Opportunities Fund, ICICI Prudential US Blue-chip Fund, DSP US Flexible Equity, etc. but only to a minimal level. Furthermore, this strategy may prove to be more costly. For instance, an annual expense ratio can be charged. The expense ratio of these funds is typically more significant, as it includes an additional expenditure levied by the core global schemes they invest in, in addition to the usual India fund administration fee. Why invest in Meta shares from India?  Meta (formerly known as Facebook) is a historically beneficial share to know. It is one of the best companies and tech giants in the world. It owns massive social media platforms like Facebook, Instagram, and WhatsApp. They have a market value of $ 590.21 billion. Here are some benefits of investing in Meta shares from India   Diversification: It gives you a chance to invest in the US and the world’s top tech companies from India. It gives you international exposure and a chance to gain returns in a foreign currency.   US Market Exposure: By investing in Meta, you not only have exposure to the world economy but to the US economy. As a Meta shareholder, you can be a beneficiary of US market gains.   US Dollar: Gaining returns in dollars is the greatest reason to invest in Meta shares from India. You can take advantage of the rupee depreciation and make the most of your US returns. Thus, investing in Meta means gaining interest in dollars and making the most of the appreciating US dollar.   Performance: Facebook shares have seen tremendous growth. For instance, if you invested Rs 10,000 in Facebook stock 10 years ago, your investment would have turned Rs 10,00,000 by October 2020!   Advantages of investing in Meta Higher Returns: Investing in Meta stocks means the potential of gaining higher returns.    Direct ownership: By buying meta shares directly and not through an ETF or Mutual Fund, you gain absolute control. You can sell and buy the stocks whenever you want and make the most of your earnings directly. You are also eligible for dividends as a direct investor.   US dollar investment: Another advantage of investing in Meta is the chance to get returns in dollars from India. You can benefit from dollar appreciation and increase your purchasing power in India with the gained returns.   Disadvantages of Investing in Meta Market Risks: Met shares are subject to market changes just like any other stocks. Though they are extremely beneficial, there are also many losses associated with the company. Timing your investment and changes is extremely important. You can balance your risk with a good investment advisor.   FAQs Is Facebook still a good investment? Yes, Facebook (Meta) is a relatively good investment and stock to own. Historic performance and market value are admirable. The company has a lower P/E ratio which means you are paying less for a dollar of earnings. Facebook's P/E ratio is lower than that of the S&P 500 and the technology sector, Is it smart to invest in Facebook? Facebook is a great company and the biggest tech company in the world with a market share of $ 590.21 billion. Can you buy stock on Facebook? Yes, it is possible to buy shares of Facebook from India. You can find a SEBI-registered online broker, create an account, and get started! Click here to start investing - https://edufund.in/us-stocks Who is the major investor on Facebook? Mark Zuckerberg is a major investor in Facebook. How can I invest in Facebook from India? Yes, you can invest in Facebook from India on the EduFund. Download the App, set up your US account for free without any commission or opening charges. You also get first year free on account maintenance. Once its set up, you can invest in all the top US stocks on your own!

Who doesn't know Google? It's the heart and soul of today's generation and will continue to do so, at least for the next few years. Google is a multinational technology firm based in the United States specializing in Internet-related services and products.    Among them are online advertising technology, search, cloud computing, and software. Google is one of the most popular search engines on the internet, processing a billion searches every day and holding a 65 percent market share.    In January 1996, Larry Page and Sergey Brin founded Google as a research project while pursuing their PhDs at Stanford University in California. They own roughly 14% of the company's stock and, through supervoting stock, control 56% of stockholder voting power. The company was incorporated and founded in 1998, with the initial public offering in 2004.   Alphabet Inc. (NASDAQ: GOOGL) is one of the world's most valuable publicly traded firms. Almost all of Google's income and profits are generated by Alphabet, the business's holding company.    Google's core business, which accounts for about 90% of its revenue, is online advertising, which it does through Google AdWords and AdSense, where it has been the global market leader for over a decade and controls the majority of global ad expenditure.    Profits from advertising are used for other sectors that have the potential to become profitable in the future. This allows Google to make large investments in technology that many companies would be unable to drive. The Google Cloud Platform, Google's cloud business, also generates revenue Let's first look at some basic stuff associated with the company. Latest market close $2638.13 52-week range 1997.88 - 3030.93 Dividend yield  NA Earnings per share  $112.23 Beta 1.07 Market Capitalization $ 1801 billion Average Volume (3m) 1,822,325 PE ratio  23.51  Ways for you to buy Google shares in India. 1. The Direct Way to Invest in Google  2. The ETF Way to Invest in Google  3. The Mutual Fund Way to Invest in Google  1. The direct way   You can trade in Google from India by registering on a US brokerage account using technological platforms that provide this service or through a foreign brokerage with a direct presence in India. To start with this, you only need your PAN card and proof of address.   Alphabet Inc's share price was US $2,789.61 on January 14, 2022, which is over two lakhs. However, the premium price of Google shares should not stop you from investing in them because some platforms allow you to participate in fractional shares. With only $1, you can buy a part of a Google stock and own a piece of the corporation.   Additional read: How to invest in S&P 500 from India? 2. The ETF way   One way to invest in Google stocks from India is through an exchange-traded fund (ETF). ETFs are a grouping of stocks and bonds traded as a single fund. They're comparable to mutual funds because they invest in a pool of money. ETFs, on the other hand, are exchanged on the stock exchange and offer a simple and inexpensive way to gain access to a category of market or a group of companies. Buying an ETF via a platform is one way to invest in ETFs.   You can invest in the Invesco QQQ Trust, which contains Google as one of its holdings.   Another option for investing in Google stocks from India is to purchase ETFs that invest in US indices such as the Nasdaq. Google is holding the Motilal Oswal Nasdaq 100 ETF. You don't need to create a US brokerage account to invest in these ETFs. However, tracking errors in these ETFs may influence your returns.   Additional read: How to invest in NASDAQ from India? 3. The Mutual fund way   In this case, you will be investing in funds of funds, a domestic mutual fund that invests in a mutual fund available in the United States. Since investment is in Indian rupees, there is no investment restriction. Google is included in several mutual funds, such as the Edelweiss' US Technology Fund of Fund but only to a minimal level. Furthermore, this strategy may prove to be more costly. An annual expense ratio is one such expense. The expense ratio of these funds is typically more remarkable, as it includes an additional expenditure levied by the core global schemes they invest in, in addition to the usual India fund administration fee.   A note of caution here is to remember to evaluate your risk profile before purchasing any investment. Directly investing in equities like Google would be a greater risk strategy for your portfolio. Why invest in Google?  There are no doubts about the outstanding performance of Google with its services, products, and investment in new development & research. But before you find out ‘How’, you must know the ‘Why’ of buying Google shares in India.   It goes without saying that Google has an undoubtedly competitive advantage. Its sustained competitive edge makes it a secure investment.   Despite the rapid pace of Internet development along with fierce competition, Google has managed to hold a monopoly and outperformed its competition.   By the time you finish reading this sentence, Google will have received more than 3 lakh searches. This means, in a day, it receives over 8.5 billion searches. 90% of Google’s earnings and revenues come from these searches. Google funds its future projects and turns them into profit centers with these very earnings/ revenues.   Artificial Intelligence is the next step in the future technology and Google is deploying all its resources into its development.   FAQ Is it risky to invest in Google?  Keeping the Great Recession of 2007-08 as a reference, the selling pressure was affected greatly on all stocks (including Google) by falling 65% from 2007-end to early 2009. But even during this time, not only did Google continue to increase income, but it also quickly made up for all of its losses as soon as the economy started expanding and the stock market stabilized.  What are some ways to buy Google shares in India?  You can buy Google shares in India directly using a US brokerage account, through US ETF, or through mutual funds.  What is the minimum amount required to buy Google shares? Although as of Jan’22, one share of Alphabet costs $2,789.61, you can buy a part of Google stock at only $1.   How to invest in Google from India? You can trade in Google from India by registering on a US brokerage account using technological platforms that provide this service or through a foreign brokerage with a direct presence in India.

In today's technologically advanced world, investing in US equity markets from India is straightforward. Investing in foreign markets has become a crucial part of diversifying your portfolio. Investing in US stocks is becoming increasingly popular among Indian investors. The Nasdaq is one such stock exchange where you may place your investment. What is Nasdaq? How does it work?   Nasdaq stands for National Association of Securities Dealers Automated Quotations; in case you didn't know.    When it opened its doors in 1971, Nasdaq was the world's first digital stock exchange. There are currently three indices in it.   The Nasdaq Composite, the Dow Jones Industrial Average, and the S&P 500 are the most well-known.   The Nasdaq 100 index refers to the top 100 non-financial corporations listed on the exchange. The Nasdaq 100 firms account for more than 90% of the weighting of the Nasdaq Composite Index.   The Nasdaq Financial -100 is a collection of Nasdaq-listed financial companies Difference between the Nasdaq and the NYSE?   Many people mistakenly believe that the New York Stock Exchange (NYSE) and the Nasdaq are the same. That is not the case, however. The NYSE is the world's largest equities-based exchange and the oldest in the United States.    Most exchanges have abandoned the trading floor idea and now trade digitally. On the other hand, the NYSE still has a physical trading floor on Wall Street. Its data center in New Jersey is also responsible for a significant portion of the trade. Nasdaq, on the other hand, lacks a physical trading floor. Since its debut, it has been trading electronically Dealings: The primary distinction between exchanges is how securities are traded. The New York Stock Exchange is an auction-based market. This means that both buyers and sellers submit competitive bids simultaneously. A stock's current price reflects the maximum bid a buyer is willing to pay and the lowest price a seller is ready to take.   Nasdaq, on the other hand, is a dealer-based exchange. Multiple dealers list pricing at which they could purchase or sell a particular stock in this forum. The dealer, in this case, is a Nasdaq market-maker, someone who proactively transacts stocks on behalf of traders.   Both of these markets are controlled by traffic controllers. Traffic controllers generally link buyers and sellers, but their responsibilities on the Nasdaq and NYSE are distinct. As previously stated, a market maker is a Nasdaq traffic controller who proactively buys and sells equities on behalf of traders. The traffic controller at the NYSE is a specialist. He is in charge of determining the stock market's opening price, approving limit orders, and dampening interest in specific equities.   How can an Indian investor invest in Nasdaq? 1. The direct way   By opening a US brokerage account through technology platforms or a foreign brokerage with a direct presence in India, you can invest directly in the world's leading technology businesses like Apple, Microsoft, Google, Facebook, etc., listed on Nasdaq.   You must send funds to the United States to invest in US stocks. You can do this as an Indian resident under the RBI's Liberalized Remittance Scheme, which allows you to send up to US $250,000 per person per year. Stocks are intrinsically expensive because their prices are denominated in dollars. However, you can acquire fractional shares, so you can start investing in your favorite firms with as little as $1.   2. The ETF way   ETFs are another option for investing in Nasdaq from India. One approach is to purchase an ETF through a brokerage platform. One example is Index ETFs, such as the Invesco QQQ Trust, which tracks the NASDAQ 100 index. Companies including Amazon, Apple, Microsoft, Meta (Facebook), Netflix, Google (Alphabet), and Tesla are among the ETFs' top holdings.   Another method to engage in Nasdaq from India is to buy ETFs like the Motilal Oswal Nasdaq 100 ETF or the ICICI Prudential Nasdaq 100 index fund, which invests in US indices. You can trade in these ETFs without opening a new brokerage account in the United States. However, tracking errors in these ETFs may negatively influence your gains.   3. The mutual fund way   In this situation, you'll most likely be investing in funds of funds or a domestic mutual fund that invests in a US mutual fund on the Nasdaq. Since the investment would be made in Indian rupees, there is no investment restriction. This strategy, though, may prove to be more expensive. An annual expense ratio will be required of you. These funds' expenditure ratios are often higher.    As we've seen, there are numerous ways to invest in Nasdaq and join the world's second-largest stock market from India.  FAQs How can I invest in Nasdaq through mutual funds in India? You can invest in mutual funds using the EduFund App in India. Here some easy it is to get started: Download the EduFund App from playstore or Apple store. Set up your account by providing Aadhar, PAN card and your bank details. That’s it! You can start investing and explore thousands of mutual funds for a lumpsum or SIP option. How can I start a SIP? You can start a SIP on the EduFund. Simplify download the EduFund App, set up your investment account using your Aadhar, PAN card and bank account details. After your account is ready, you can explore all the top mutual funds from top AMCs and start a SIP with just Rs. 500! You can increase your investments periodically with no hidden charges. Can I start investing with Rs. 1000? Yes, it is possible to invest with Rs. 1000 in mutual funds. There are thousands of mutual funds on the EduFund that offer minimum investment amount as RS. 1000 and even Rs. 500! Another amazing benefit is that there are no hidden charges or fees involved. Using the EduFu,d you can directly invest in the fund. You can also opt for a lumpsum or a SIP option for mutual funds. The main difference is SIP is a recurring monthly investment and lumspum is a one time investment. Start small, start early with EduFund!

Friends, Ghoul, Sacred Games, The Office, etc., are some shows which have been seen and relished by the people here in India. One common thing about these shows is that all are available on one platform, Netflix. Since its debut in India, Netflix has become the biggest OTT platform!    Netflix, Inc. is an American provider of over-the-top media services based in Los Gatos, California. The company's core business is its subscription-based streaming service, which allows online streaming of a library of films and television programs, including those created in-house. It was founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. Netflix's corporate offices are at 121 Albright Way in Los Gatos, California. In addition to the United States, they operate offices in the Netherlands, Brazil, India, Japan, and South Korea.   There are various reasons why Netflix is the most popular streaming service. Netflix offers a superior recommendation system that advises what entertainment to watch based on popular shows, general viewer interest, and specific shows the user has previously enjoyed. Netflix tests these algorithms with its consumers and makes improvements as needed. In addition, data mining aids Netflix in recommendations. Netflix also took a risk by investing in original content production. Still, it paid off because some of the most famous and successful shows in recent years have aired on Netflix rather than on more established networks. Netflix has been able to maintain a dedicated following and a competitive edge due to this.   Netflix is one of the few stocks every investor should consider. Let's first look at some real stuff before we proceed.  Latest market close $371.73 52-week range 351.46 - 700.99 Dividend yield  NA Earnings per share  $10.68 Beta 1 Market Capitalization $ 164 billion Average Volume (3m) 7,295,226 PE ratio  33.88  Three ways to invest in Netflix from India  1. The direct way   You can trade in Netflix from India by registering on a US brokerage account using technological platforms that provide this service or through a foreign brokerage with a direct presence in India. To start with this, you only need your PAN card and proof of address.   Netflix's share price was US $525.69 on January 14, 2022, which is over forty thousand rupees. However, the premium price of Netflix shares should not stop you from investing in them because some platforms allow you to participate in fractional shares. With just $1, you can buy a part of a Google stock and own a piece of the corporation.   Additional read: How to invest in Google from India? 2. The ETF way   One way to invest in Netflix stocks from India is through an exchange-traded fund (ETF). ETFs are a grouping of stocks and bonds traded as a single fund. They're comparable to mutual funds in that they're invested in a pool of money. ETFs, on the other hand, are exchanged on the stock exchange and offer a simple and inexpensive way to gain access to a category of market or a group of companies. Buying an ETF via a platform is one way to invest in ETFs.   You can invest in the Invesco QQQ Trust, which contains Netflix as one of its top holdings.   Another option for investing in Netflix stocks from India is to purchase ETFs that invest in US indices such as the Nasdaq 100. Netflix is holding the Motilal Oswal Nasdaq 100 ETF. You don't need to create a US brokerage account to invest in these ETFs. However, tracking errors in these ETFs may influence your returns.   Additional read: How to invest in Nasdaq from India? 3. The Mutual Fund way   In this case, you will be investing in funds of funds, a domestic mutual fund that invests in a mutual fund available in the United States. Since the investment would be made in Indian rupees, there is no investment restriction. Netflix is included in several mutual funds, such as the Edelweiss' US Technology Fund of Fund but only to a minimal level. Furthermore, this strategy may prove to be more costly. An annual expense ratio will be required of you. The expense ratio of these funds is typically greater, as it includes an additional expenditure levied by the core global schemes they invest in, in addition to the usual India fund administration fee.   A note of caution here is to remember to evaluate your risk profile before purchasing any investment. Directly investing in equities like Netflix would be a greater risk strategy for your portfolio. FAQs Can I invest in Netflix directly from India? Yes, you can invest in Netflix from India on the EduFund. Download the App, and set up your US account for free without any commission or opening charges. You also get a first-year free on-account maintenance. Once it's set up, you can invest in all the top US stocks on your own! What is the Netflix stock price currently? Netflix's current price is at $411. How to start investing in Netflix? There are several ways to start investing in Netflix. You can directly invest in the company by buying its stocks through an app, you can invest in the company indirectly by investing in mutual funds or ETFs that will buy the stock as a part of their portfolio.

As per Statista’s findings, “Coca-Cola is one of the top companies in the world by market capitalization”. The name is among the leading companies like – Apple, Alphabet, Tesla, and Amazon.  Market capitalization is a critical parameter considered in calculating a company’s worth and the trading opportunities it presents. Coca-Cola is considered one of the biggest companies in the world as per the Market Value Index 2022.  Having such a high market capital ratio and being well-known for its “formula”, Coca-Cola shares opportunities for investors, particularly Indian.  However, many investors find it complicated to seek a way to invest the right way from India. Yes, you can invest in Coca-Cola stock from India. The blog states the best and easiest ways to invest in Coca-Cola from India.   Coca-Cola: One of the leading beverage companies in the World  Coca-Cola is a key beverage company in the world. Atlanta, Georgia, is the company's headquarters. Globally, it has 200 bottling partners.  Coca cola’s net worth as per July 2022 statistics stands at $273.71 billion. There would be hardly any personality in the world who would fail to recognize the iconic letters describing the bottle. It is this aspect that captures the investor’s attention.  To talk about its bottles, have undergone constant evolution since 1886. It is the year that marked the invention of the iconic brand. The taste soon got popular in the UK and the brand became the first to cross the annual £1 grocery sales. What does the Coca-Cola market benefit the most from?   Coca-Cola is well known for manufacturing different beverages:  Beverage concentrates  Syrups  Sparkling soft drinks  Fruit drinks  Water  Sports drink  Juice  Plant-based drinks  Tea  Here is how its product segment contributes to the company’s growth: Product Segment Company contribution Coca Cola 17% Diet Coke 17% Coke Zero, Sprite Zero 14% Powerade and other brands 14%  What are the main motivations to invest in Coca-Cola than Pepsi from India?   Here are some popular reasons to invest in Coca from India in 2022: Coca Cola Stock PepsiCo Stock Coca-Cola's cash stash of $17 billion accounts for 53% of stakeholder’s equity  Coca Cola's cash stash of $17 billion accounts for 53% of stakeholder’s equity  It has a global market share of 8.4%. It shares greater pricing flexibility than Pepsi.co It has a global market share of 3.6% It has a no.1 market spot globally PepsiCo has a grand presence It deals only in Beverages It deals in beverages and snacks  Why does Warren Buffet love Coca-Cola so much? Ever wondered why Warren Buffet’s Berkshire Hathway owns a 400 million or 9.2% stake in the company? According to Business Insider’s statistics, Berkshire Hathway invested $1.3 billion investing in Coca-Cola. The price of Coca-Cola stock rose 2% in 2022. It is not it. Here are other reasons Warren Buffet, the famous Angel investor, relies on Coca-Cola’s future.  He believed it to be an undervalued brand being the biggest beverage industry dominator  The company launched fresh brands of juices, sports drinks, coffee, and bottled water in 1988. The annual revenue rose from $8.3 billion in 1988 to $38.7 billion in 2021  It buys back its stocks (major reason).  He deems it as a “FOREVER STOCK Additional read: How to invest in Netflix from India? What is the Coca-Cola company's share price in India in 2022?  As of 8th July 2022, the share price of Coca-Cola stands at ₹4.9k.  Is it ideal to invest in Coca-Cola from India in 2022?   Here are some popular reasons to invest in Coca-Cola from India in 2022: The stock price of Coca-Cola has risen by 17% from 2021.  As per the Economic Times, “Cola-Cola is to make “Maaza” a $ 1 billion brand by 2023.”  Undoubtedly, the stock will rise in the upcoming times and subside any US inflation fears.  Additional read: How to invest in Google from India How to invest in Coca-Cola from India?   Coca-Cola owns popular brands like- Minute Maid, Fanta, Maaza, and Coke Zero. You can invest in Coca-Cola from India in multiple ways:  1. Direct investment in the US stock  You can invest in Coca-Cola from a brokerage account in India. It is an account that holds financial securities or securities either with a bank, broker or custodian. Investors and traders hold accounts with the respective broker and the bank. They buy and sell stocks through the security account.  To invest in Coca-Cola from India, you can open up a US brokerage account by choosing from multiple platforms available.   Or use a foreign brokerage sharing a direct presence in India.  2. Invest through ETF Funds   Another option through which you can invest in Coca-Cola is through ETF funds. An Exchange-Type Fund (ETF) is a pooled investment that works like a mutual fund. It tracks funds under index, commodity, asset, and sector.    It can be purchased and traded similarly to other stocks. ETF holds funds for different industries like- Household products, beverages, staples, food, etc. Some ETFs invest in US indexes. You can invest in Coca from India through ETFs of the US available in India.  4. Coca-Cola Mutual funds In India    It is one of the straightforward methods to invest in US Coca-Cola Stock. In this, you can invest in local mutual funds that share availability in the US. One can invest in Indian Rupees. There are no restrictions to that. However, there may be a charge to invest in the stock from India. The fee is known as the Expense ratio.    These fees tend to be high. If you are a beginner investor, it might not be an ideal stock for you. It shares potential risks. However, the stock is performing well, but the fee makes investment costlier. Evaluate the risk appetite and invest in an informed manner.   As per the research, Coca-Cola stock is the stock of the “Future”. It certainly holds the potential for an investor to multiply his wealth. Advantages of investing in Coca-Cola 1. Renowned company Coca-Cola is one of the world’s largest companies, which sells beverages in at least 200 countries in the world through wholesalers, retailers, and partners. Coca-Cola has more than 500 beverage brands. Out of the top 5 beverages in the world, four are owned by the soda giant.    2. Can withstand recession There are so many stocks that do well during the bull market and struggle when a recession hits. But Coca-Cola is one of the few companies that can withstand recession with minimal loss compared to other companies.   3. Dividend  The growing dividends are one of the big advantages of Coca-Cola. Many reports suggest that the company gave out dividends to its shareholders even during the most challenging times.    Disadvantages of investing in Coca-Cola 1. Potential product slide Though it’s very hard to see a company as big as Coca-Cola lose customers, there has been a slight mindset change amongst people, with many choosing the healthy way. People are starting to be vocal about staying away from sugary drinks to concentrate on fitness. This could be a minor concern for a potential investor.  2. Expensive stocks   Coca-Cola stocks are expensive. One might think given the brand name and size of the company, the prices are justified, but with recent performances and future expectations of the stock, a few investors could have second thoughts because of its price.   How to invest in Coca-Cola from India?   Though it may sound complicated, it’s quite easy to invest in Coca-Cola from India. The EduFund app allows you to invest in the US market through US ETFs. Follow the instructions to invest in the app:   Enter the app and click the Invest option in the dashboard   You will see Mutual Funds, the US Market, and Digital Gold options on the screen   Click the US Market, and it will show the Top US Stocks option   Click the View All option, and you will see Coca-Cola fund among the best companies in the world   Choose Coca-Cola fund and start investing   You can invest in Coca-Cola from India in the above-mentioned ways. Keep a check on market fluctuation, fees, and risks. Are you ready to invest in Coca-Cola? FAQs Why should I invest in Coca-Cola?   Statista states that “Coca-Cola is one of the top companies in the world by market capitalization”. The name is among the leading companies like – Apple, Alphabet, Tesla, and Amazon. Market capitalization is a critical parameter considered in calculating a company’s worth and the trading opportunities it presents. Coca-Cola is considered one of the biggest companies in the world as per the Market Value Index 2022   Why did Coke pull out of India?   The Indian government demanded Coca-Cola reveal its secret syrup formula, which led Coca-Cola to pull out of the Indian market in 1977. The brand returned to India in 2003.    What was the strategy of Coca-Cola for the Indian Market?   Coca-Cola acquired local brands like Thumbs Up, Maaza, Limca, and others to expand its global branding. Its excellent marketing campaigns, like sponsoring significant cricket tournaments and involving youth celebrities of the country to market the product, were masterstrokes.    Can I invest in Coca-Cola from India?   You can invest in Coca-Cola stocks from India through US ETFs. The EduFund app offers customers the option of investing in Coca-Cola through US ETFs!   How can I invest directly in Coca- Cola? Yes, you can invest in Coca-COla from India on the EduFund. Download the App, set up your US account for free without any commission or opening charges. You also get first year free on account maintenance. Once its set up, you can invest in all the top US stocks on your own! What is the share price of Coca-Cola? It is $56.49 currently.

The S&P 500 index is the most widely followed of the major U.S. stock indexes as a gauge of the general stock market's performance and a measure of how significant firms are performing. What is S&P? How does it work?   The S&P 500 (sometimes referred to as the Standard & Poor's 500) is a trademark of the S&P Dow Jones Indices joint venture. It is a stock market index that includes the 500 largest firms in the United States and is often regarded as the most significant predictor of how the stock market in the United States is performing overall.   From a different perspective, the S&P 500 is a statistical measure of the quality of America's 500 largest stocks as an index. The S&P 500 is a standard baseline against whom portfolio success is measured in this context.   Market capitalization is used to weight the S&P 500 index. The value of a company decides how much of an impact it has on the index's performance.   One essential item to note is that, even though these are 500 huge enterprises, there is a vast variation in prices. Several of the index's top companies have over $1 trillion in market capitalizations. This is much more than 200 times the size of the S&P 500's smallest businesses, which have a market capitalization of $6 billion to $7 billion.   Depending on performance-weighted market information for the underlying firms, the value of the S&P 500 index swings during the trading day.   How to invest in the S&P 500? 1. The direct way   By opening a US brokerage account through technology platforms or a foreign brokerage with a direct presence in India, you can invest directly in the world's leading technology businesses like Apple, Tesla, P&G, Visa, NVIDIA, Berkshire Hathaway, etc. listed on S&P 500.   You must send funds to the United States to invest in US stocks. You can do this as an Indian resident under the RBI's Liberalized Remittance Scheme, which allows you to send up to US $250,000 per person per year. Stocks are intrinsically expensive because their prices are denominated in dollars. However, you can acquire fractional shares, so you can start investing in your favorite firms with as little as $1.   2. The ETF way   ETFs are another option for investing in the S&P 500 from India. One approach is to purchase an ETF through a brokerage platform. One example is index ETFs, such as the SPDR S&P 500 ETF Trust (SPY), which tracks the S&P 500 100 index. Companies including Amazon, Apple, Microsoft, Meta (Facebook), Netflix, Google (Alphabet), and Tesla are among the ETFs' top holdings.   Another method to engage in the S&P 500 from India is to buy ETFs like the Mirae Asset S&P ETF, which invests in US indices. You can trade in these ETFs without opening a new brokerage account in the United States. However, tracking errors in these ETFs may negatively influence your gains.   3. The mutual fund way   In this situation, you'll most likely be investing in funds of funds or a domestic mutual fund that invests in a US mutual fund that invests in the S&P 500. Since the investment would be made in Indian rupees, there is no investment restriction. This strategy, though, may prove to be more expensive. These funds' expenditure ratios are often higher. Motilal Oswal S&P 500 Index Fund is one such Mutual Fund.   As we've seen, there are numerous ways to invest in the S&P 500 and join the world's largest stock market from India. FAQs What is S&P 500? It is a stock market index that includes the 500 largest firms in the United States and is often regarded as the most significant predictor of how the stock market in the United States is performing overall.   How can I invest in S&P 500 through mutual funds in India? You can invest in mutual funds using the EduFund App in India. Here some easy it is to get started: Download the EduFund App from playstore or Apple store. Set up your account by providing Aadhar, PAN card and your bank details. That’s it! You can start investing and explore thousands of mutual funds for a lumpsum or SIP option. Can I start investing with Rs. 1000? Yes, it is possible to invest with Rs. 1000 in mutual funds. There are thousands of mutual funds on the EduFund that offer minimum investment amount as RS. 1000 and even Rs. 500! Another amazing benefit is that there are no hidden charges or fees involved. Using the EduFu,d you can directly invest in the fund. You can also opt for a lumpsum or a SIP option for mutual funds. The main difference is SIP is a recurring monthly investment and lumspum is a one time investment. Start small, start early with EduFund! How can I start a SIP? You can start a SIP on the EduFund. Simplify download the EduFund App, set up your investment account using your Aadhar, PAN card and bank account details. After your account is ready, you can explore all the top mutual funds from top AMCs and start a SIP with just Rs. 500! You can increase your investments periodically with no hidden charges.

As the Indian market is witnessing continuous withdrawals of foreign investments, the USD/INR hit its record low of Rs.80.23 on the 14th of July. As the experts predicted, the rupee hit 80 levels against the U.S. dollar in July 2022, causing a significant shock among investors. Are you worried about saving for your kid's education abroad when the rupee is falling significantly? In this article, let's see how you can hedge over the rising USD rate to save up for a child's higher education. Why has the rupee depreciated? The intrinsic value of the Indian rupee to the U.S. Dollar works on a demand-supply basis. With a higher demand for the U.S. Dollar, the value of the Indian rupee depreciates and vice-versa. The rupee's fall these days is mainly due to high crude oil prices, a strong dollar overseas, and foreign capital outflows. The rupee has declined since early this year, especially after supply chain disruptions because of the Russia-Ukraine war, global economic challenges, inflation, and high crude oil prices, among other issues. Besides, there have been heavy foreign fund outflows from the domestic markets as foreign institutional investors (FIIs) have sold shares worth Rs.2.84 lakh crores this year compared to the withdrawal of Rs. 552 crores in the initial eight months of 2021. As money flows out of India, the rupee-dollar exchange rate gets impacted, depreciating the rupee. Such depreciation puts considerable pressure on the high import prices of crude and raw materials, paving the path for higher imported inflation and production costs besides higher retail inflation What opportunity does this USD appreciation give you? The U.S. Dollar Index has touched levels it hadn’t reached in 10 years. Since the beginning of this year, it has gained 8 percent in value. The main reasons for the rise in the USD rate are an increase in the Fed rate, the Russia-Ukraine war, global sanctions on Russia, soaring commodity prices, China's lockdowns due to covid 19, and Europe's and Japan's economic slowdowns. International investment acts as a hedge against rupee depreciation, also known as currency risk. With the recent rupee fall, Indian investors should take advantage of this opportunity by investing in the U.S. market. Your Indian stock market investments are in INR. However, when you invest overseas (in the U.S. stock markets), it is denoted in dollars. You first convert your money into USD as per the exchange rate to invest and then back to rupee terms during redemption. Whenever the rupee depreciates against the dollar, it means that you earn an additional return on your U.S. investments. You can see how much the USD has appreciated over the past year. In July 2021, the USD to INR rate was recorded at 74.33. On 14th July 2022, the USD to INR was at a record high of Rs. 80.23. After this, the dollar attained a rate of Rs. 79.85 on 24th August 2022. What would this mean for your investment? Overall, the USD has seen a 7.43% increase in its value in INR terms. Let’s understand this with an illustration. If you invest Rs. 10000 in any fund in July 2021 when USD/INR was Rs. 74.33, the investment in Dollar terms is $134. Let’s assume the investments have earned a net return of 0%. Even then, if you redeem it on 24th August 2022, when the USD/INR rate was at Rs. 79.85 compared to the previous rate, your investments are valued at Rs. 10742.63, giving you a gain of Rs.742.63 in a year. Thus, a rupee depreciation results in gains for owners of assets and receivers of income in USD. Saving for your child’s future education amidst this situation When you plan to send your child abroad, for their higher education, as a parent, you are prepared to bear the expenses in that country's currency. Let's take the U.S. in this case. When you send your kid to a renowned college or university in the U.S., you have to pay the tuition fees, living expenses, and other miscellaneous expenses in dollars. As a typical Indian, we always convert Dollars to INR, which we should also do since the income is INR. Now imagine, when you are saving up in INR, is it possible for you to bridge the gap between the two currencies? There would be a significant mismatch in what you're saving vs what you would be spending in dollar terms. But, when you invest in global markets, the U.S. market, in this case, gives you an upper hand to beat inflation and your domestic currency depreciation. If you want to spend in dollars, it is always better to invest in dollars. Now, how is this possible? The significant modes of investment in the U.S. market would be direct stocks, mutual funds, U.S. ETFs, Options, Forex, etc. The most optimum modes of investment in these options would be direct stocks in the U.S. stock market and U.S. ETFs. ETFs are a basket of securities traded on the stock market. ETFs are always a good choice for beginners and investors who do not have much time to invest and manage their investments actively. This investment mode is less time-consuming and offers exposure to every sector and segment of the market, dependent on the investment style of the investors. Conclusion The trade deficits will continue for quite some time, and the rupee is likely to reach 82 levels against the dollar in the third quarter, as per the analysts at Nomura. The rupee might already touch 80 levels before this month's end since there are no positive movements from the MPC committee to tackle the soaring inflation in India or the depreciating rupee value. Moreover, heavy FII inflow in the U.S. market has increased the dollar demand significantly, increasing the USD value. To prepare for your child's higher education, investing in the global markets provides a hedge over currency risk and prepares you for the expenses in that country's currency. With the rising USD rates, you can also see a fundamental value rise in your investment in the dollar. FAQs Why is the rupee depreciating? With a higher demand for the U.S. Dollar, the value of the Indian rupee depreciates and vice-versa. How can you protect your child's savings from currency depreciation in India? A common method to protect your child's savings from currency depreciation is to invest in global markets. Choose US stocks and US ETFs, diversify your portfolio, and invest directly in US dollars so that your child's education savings grow along with the strongest currency. Are international investments a good option? Yes, global investments are good. International investment acts as a hedge against rupee depreciation, also known as currency risk. With the recent rupee fall, Indian investors should take advantage of this opportunity by investing in the U.S. market.