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...
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

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...

XIRR: A versatile indicator of your financial returns

What is XIRR in mutual funds? While investing in equity mutual funds through Systematic investment plans (SIP), it becomes imperative for us to track and measure the returns over our investment duration. Normally, a good measure for quantifying returns is the compounded annual growth rate (C.A.G.R) which is calculated by the formula: (Final investment/Initial Investment)...

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...

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...

Women need to take control of personal finance

By- Varun Pal [Published in Chandigarh Times, Pg. 4, 08/03/22] Women need to become aware of securing personal finance as a means to earn empowerment and independence Even as women run around to ensure that everybody’s best interest are on track, they often miss out on considering their own security-finances. As we look around us,...

How To Ensure Your Financial Investments Work For You

As the world is changing rapidly, financial mechanisms are also evolving. Simply saving your money is not enough to ensure financial security. Also, the saved amount does not have the potential to beat inflation. Well-planned financial investments will help you grow your wealth and generate inflation-beating returns.Investing is a great way to meet your financial...

How To Deal With Financial Anxiety

These recent years have been challenging for the entire world. As the pandemic continues, people worldwide are dealing with financial anxiety, stress, and uncertainty. While financial problems can take a massive toll on your mental and physical health and overall quality of life, it is necessary to face your money problems head-on.Financial anxiety is the...