Topics to Discuss: – What are Sectoral funds and Thematic funds? How do they differ? – What factors does an investor need to factor in for investment in sectoral funds?…
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Topics to Discuss: – Tips on how & where to invest money judiciously in the New Financial Year. – How to invest in tax saving products in the new Financial…
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Topic to Discuss: – What triggers Investors to exit from a mutial fund scheme? – How should you rebelance your portfolio? – How to manage/replace underperforming schemes in your portfolio,…
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Financial planning is required at every stage in life in order to live well and realise your goals. This exercise takes new dimensions when there’s a life partner in the…
Continue readingYour portfolio should not be rejigged unless your goals are due in the next two-three years. Read on… Click here to view the article.
Continue readingShopping during festivals can be a deep psychological experience, besides addressing your functional needs. Whether you’re a habitual spender or a needs-based shopper, you are sure to buy something even…
Continue reading‘Their money was underutilised, and then they met a financial planner’
Rajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didn’t have the time or expertise to look at other products.
‘Finding her direction with the help of a detailed financial map’
A closer look at Supriya Rocha’s investments showed that unlike most people, her’s were almost entirely in equity-based products.
