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).
Savings Account vs Mutual Fund: Understanding the Real Difference
Saving and investing aren’t interchangeable one keeps your money safe, the other helps it grow. Understanding the difference is the first step toward financial clarity.
What Is an Expense Ratio in Mutual Funds and Why It Matters
Understanding the mutual fund expense ratio helps you see the real cost of investing, and how even small differences can quietly shape your long-term returns.
Balanced Advantage Funds (Dynamic Asset Allocation Funds): Meaning, Returns, and Taxation
Balanced Advantage Funds, also called Dynamic Asset Allocation Funds, dynamically manage equity and debt exposure to provide a balance of growth potential and downside protection.
De-risking of Mutual Funds: Protecting Your Portfolio Before Life Goals
When you are close to achieving an important financial milestone, whether it’s retirement, your child’s education, or buying a home, your biggest risk is a sudden market downturn. Years of disciplined investing could be undone by short-term volatility at the last stretch. This is where the de-risking of mutual funds becomes crucial.
Greed and Fear in Investing: Why Traders Lose Money
Greed tempts investors to chase quick gains, while fear pushes them to sell too soon. Long-term wealth is created by resisting both and staying disciplined through market ups and downs.
How to Invest Your First Salary: Smart Tips for Beginners
Investing your first salary is less about how much and more about how you begin. Discover practical tips, SIP strategies, and goal-based investing insights to start strong.
What Are Mid-Cap Funds? Risks, Returns, and Should You Invest?
Mid-cap funds are often called the “sweet spot” of equity investing offering higher growth than large caps with lower risk than small caps. Here’s how they work, their pros and cons, and whether they suit your portfolio.
Why Do Most Investors Struggle with Wealth Creation?
Investing takes just a click today, but building wealth is a different game. Most investors stumble not on “what to buy,” but on how they behave when markets test their patience.
What Are Small-Cap Funds? Risks, Returns, and Should You Invest?
Small-cap funds are known for their ability to deliver extraordinary returns over time. But with high growth potential comes equally high risk. Here’s a clear look at how they work, their pros and cons, and whether you should invest in them.
Latest Posts
PMS vs Mutual Funds: Which Is Better for Long-Term Wealth Creation?
Jan 29, 2026
6 Ways to Navigate Market Volatility Without Losing Sight of Your Goals
Jan 27, 2026
Using Credit Card Rewards for Hotel Stays: What Works, What Doesn’t
Jan 24, 2026
Liquid Mutual Funds: A Practical Way to Park Short-Term Money
Jan 23, 2026
Best Investment Strategy for Long-Term Wealth Creation in 2026 and Beyond
Jan 22, 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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