Topics to discuss: -Which is better between Regular vs Direct Plans & why? -When an investor comes to you especially if the yare investing for the first time or already…

Topics to discuss: -What are the healthy habits that investors should adopt for 2026 ? -Was the mindset of investors changing with regards to investments given the volatility in large,…

Topics to discuss: -What are the responsibilities that money fullfills in life ? -How much money can satisfy an individual’s happyness ? -What is a freedom number ? -How does…

Topics to discuss: -What’s new this year in financial shopping. Who does it cater? -How do investors tackle risk in portfolio. How should they plan for emergencies and insurance mangement?…

Topics to discuss: -What are the important criterias to select mutual funds? -What is a factsheet and where can we find it? -How to assess a fund’s factsheet? -How do…

Why is it important for the individuals to be aware of each other’s money behaviour & mindset before embarking on the journey of wealth creation, accumulation & preservation. To learn…

Topics to discuss: – What is the significance of savings a/c for an investor? – Does it provide inflation beating returns? – Is investing in mutual funds via SIP still…

Topics to discuss: – How should an investor plan for emergency and risk mitigation – What should be the SIP or lump sum amount an investor should start with and…

Q & A: – What happens when you choose opt out option in Nomination for MF? – In case of registered nominee, what is the claim process? – In case…

Q & A: – What is LRS ? – How is this model used to send money abroad ? – What conditions have been added in the new tax regime?…