Financial Planning for Couples: Merging Goals, Budgets, and Investment Styles
Many couples don’t have clearly defined financial goals, and joint planning for emergencies or big-ticket milestones like a home or a child’s education.
Investment Planning
Understanding Fund Manager Strategies: What to Look For?
A good fund manager never chases trends blindly or makes emotional decisions in the market. Instead, they rely on data-driven analysis, economic indicators, and market behavior to guide their portfolio adjustments.
The Role of ESG Factors in Mutual Fund Selection for Sustainable Investing
By choosing ESG investments, investors are aligning their portfolios with broader global objectives, such as the 2030 Agenda for Sustainable Development
Active vs. Passive Mutual Funds: Which Strategy Should You Choose?
If there’s one thing I’ve learned after years of navigating the world of mutual funds, it’s this—no single strategy fits everyone.
Understanding Mutual Fund Categories: Which One is Right for You?
Mutual funds can be a great way to start your investment journey, but the variety of options can sometimes feel overwhelming. With over a decade of experience in the finance … Read more
The rising trend in women’s participation in financial decision making
The societal pressure tied to labels like “Alpha male” or “Alpha female” and the stress associated with Type A personalities has only added to the weight women often carry in their financial journeys.
Navigating 2024: Indian Equity Market Needs Smart Investments
In today’s landscape of the Indian equity market, as we step into 2024, strategic planning becomes paramount. Understanding the nuances of current trends and projections can guide retail investors to … Read more
Societal Factors affecting the Investment Decisions of an Investor
Mindset dictates our decisions and behavior towards investments. Globally many researchers and academicians are keen to know individual investors buying and spending behaviors. Several factors come into the picture when … Read more
The rise in interest FD’s rate won’t beat the inflation rate in India now!
The inflation rate of India in May was 7.04%. Well if you ask about April it was 7.79% which was 8 years high. It has resulted in an increase in … Read more
Investment Do’s and Dont’s in the Lockdown period
The previous month has been detrimental to investment portfolios, equity markets fell 35% & to make it worse, debt markets are in bad shape too…