Blogs

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Why Investing Goals are Important?
September 13, 2023
Why Investing Goals are Important?
Investing goals are specific financial objectives that you aim to achieve through your investment activities. These goals can vary widely from one individual to another and can cover short-term and long-term aspirations. Investing goals are important for several reasons, and they play a crucial role in guiding your investment decisions and overall financial planning. Here...
What is Financial Planning?
September 7, 2023
What is Financial Planning?
Financial Planning is estimating your future funds required in order to fulfill your goals. It involves earning, saving, spending & investing. The process generally involves evaluating your current financial situation, identifying your goals and then developing and implementing relevant steps.   Financial planning is holistic and broad, it encompasses a varied number of services. Financial...
Finding a Worthy Successor – Best thing you can do for your Clients
July 24, 2023
Finding a Worthy Successor – Best thing you can do for your Clients
In the world of money management and financial planning, advisors play a big role in helping people with their finances. They work hard to understand their clients’ needs and goals, creating plans to secure their future. But there comes a time when advisors have to think about passing on their work to someone else. Finding...
DISCIPLINED TAX PLANNING AND ITS ACCRUED BENEFITS

Prudent and timely tax planning Tax planning is an essential exercise on how we span out our investments and expenditure as per certain sections in the Income tax act that entail tax saving over the entire tax season. If done prudently, we can reduce our overall taxable income and save considerable income tax. It makes...

How To Calculate Your SIP Returns?

To grow your money as wisely as possible, a systematic investment plan, or SIP, enables you to make small investments in mutual funds at regular intervals. You can use an online tool called a SIP calculator to estimate the returns from your SIP investment. To find out how much your investment could increase if you...

Passive investing & Its Rise in India

What is Passive Investing? Passive Investing in India is a process that helps you to invest your money in a manner that will help you invest it most cost-effectively. What does this mean? Passive investing is about staying invested and not trading or trying to do something fancy with your investments. Passive investing is where...

5 Tips for Wealth Creation with Mutual Funds

Building wealth is one of the best things to achieve financial freedom. Wealth creation doesn’t have to be complicated; you need a good strategy and patience. One of the best ways to grow your wealth is through mutual funds. Mutual funds are a great way to invest in the stock market without doing all the...

How to Lower Risk in Your Investment Portfolio?

With the rising markets, there has been an increase in market volatility. Instability causes uncertainty which leads to investors losing money and keeping their portfolios static. So it is imperative to find out the new strategies for reducing the risk involved in your investment portfolio. If you’re investing for the long term, you can’t afford...

5 THINGS AN EMERGENCY FUND IS NOT

One of the key facets of robust financial planning is to account for an emergency fund which in other words is equivalent to keeping some provisions in case of any unexpected occurrence such as natural calamity, issues related to personal health, or that closed ones, household bills, etc to name a few. This type of...