Investing Insights
With over a decade of experience with FinEdge, Shivansh currently leads the team of investment managers and focuses on enabling disciplined, goal-based investing for clients across India and beyond.
His expertise lies in financial planning, portfolio construction, and understanding investor behaviour, along with providing strategic guidance to help clients stay committed to their long-term goals.
Shivansh holds a Bachelor’s degree in Commerce (Honours) from Rajdhani College, University of Delhi, and an MBA in Finance from Jagan Institute of Management Studies (JIMS Rohini).
Financial Planning Gaps Families Often Discover Too Late
Most financial planning mistakes do not become visible during normal times. They tend to surface during major life events—when a family member falls ill, retires, becomes incapacitated, or passes away. Unfortunately, these are often the moments when families need clarity the most.
What Are ETFs? Understanding Exchange Traded Funds
Exchange Traded Funds, commonly known as ETFs, have become increasingly popular among investors seeking diversified market exposure at a relatively low cost. Combining features of both stocks and mutual funds, ETFs offer a simple way to participate in various asset classes through a single investment.
What Are Electronic Gold Receipts (EGRs)? A Simple Guide for Investors
Gold has always been a popular asset for Indian investors. Electronic Gold Receipts (EGRs) offer a modern way to participate in gold by combining digital convenience, exchange trading, and the security of physical gold backing.
The Hidden Biases That Affect Your Investment Decisions
Many investing mistakes do not happen because people lack information. They happen because emotions, market noise, and behavioral biases quietly influence financial decisions over time.
Trading vs Investing: Which Approach Works Better for Most People?
Trading often looks exciting because it feels active and fast-paced. Investing, on the other hand, can feel slower and less dramatic. But when it comes to building long-term wealth, patience and consistency often matter more than constant activity.
Core and Satellite Portfolio Strategy for Long-Term Investing
Not every investment in a portfolio needs to play the same role. Some investments help build long-term stability, while others are meant to explore selective opportunities or diversification. This is where the core and satellite investing approach becomes relevant.
How to Read a Mutual Fund Factsheet: What Every Investor Should Know
Learning how to read a mutual fund factsheet properly can help investors make more informed decisions instead of selecting funds based only on short-term performance.
NSE vs BSE: Meaning, Difference and Role in Indian Markets
NSE and BSE are central to India’s financial markets. Understanding how they function helps investors better understand the market ecosystem itself.
Financial Planning for Working Professionals: Where Should You Start?
Strong financial planning is not built only through investing. It begins with protection, liquidity, cash flow clarity, and disciplined long-term structure.
If Your Monthly Expenses Are ₹1 Lakh Today - How Should You Think About Retirement?
Retirement planning is not only about building wealth. It is about ensuring your future income can continue supporting the lifestyle you want to maintain.
Why Investors Start SIPs Easily but Struggle to Stay Invested Long Term
Starting a SIP has become effortless. Staying invested consistently through market cycles is where the real challenge begins.
SIP vs STP vs SWP: What’s the Difference and When Should You Use Each?
SIP, STP and SWP serve different roles in your investment journey. Knowing how each works helps you invest, transition and withdraw with clarity.
Latest Posts
Jun 16, 2026
Why Long-Term SIP Investing Works Better When It Is Linked to Real Goals
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5 Investing Traps That Can Quietly Derail Long-Term Wealth Creation
Jun 09, 2026
How Much Should Your SIP Be to Build a ₹10 Crore Retirement Corpus?
Jun 08, 2026
Financial Planning Gaps Families Often Discover Too Late
Jun 05, 2026
The Importance of your Child’s Education Goal
Feb 28, 2024
Why Retirement Planning is Important
Nov 08, 2023
Oct 31, 2023
Investing Behaviour and the investing roller coaster
Oct 12, 2023

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