Investing Insights

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Pay Yourself First Budgeting: Can It Help You Achieve Financial Goals Faster?

In today's world, with most things available at the click of a button, some people prefer instant gratification for most things. If you earn enough income to fulfill all your desires and invest towards your financial goals, you may continue to enjoy instant gratification.

Family with children enjoying a beach vacation, raising their hands in joy, symbolizing the fulfillment of life goals through disciplined financial planning and customized investment strategies.

How to Plan for Your Annual Vacation Goal?

Annual family vacations are something that most of us look forward to these days. What is your dream vacation destination? It is visiting a hill station/water park in the summer, chilling on the beach in winter, drenching in the waterfalls on a ghat/valley in the monsoons, scaling mountain peaks or exploring marine life with deep sea diving.

8 Wealth Creation Lessons to Accelerate Your Financial Planning Journey

Everybody desires to create wealth to fulfill their financial goals. The financial planning journey to fulfilling goals is a long-term journey spanning years or decades. During this long journey, wealth creation lessons can act as a guiding force and accelerate the journey.

Best Ways for NRIs to Invest in Indian Equities

India is an oasis of growth in a desert. India has a huge NRI population, with millions of them living in various developed and developing countries across the world. While these NRIs stay and earn income in various countries, they face the challenge of limited investment opportunities in most developed countries.

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Child Education Planning - Why Is It Important, and How to Plan For It?

Every parent aspires to send their children to the best college/institute for higher education. However, most of the time, the best college comes with a high price tag. Considering the higher number of students applying for admission and the limited supply of seats with good colleges, the competition is very high.

Successful Investing – 5 Incredible Learnings From the Past 20 Years

The year was 2001 and Atul, an avid investor, was all geared up to secure his retirement. He was 40 years old then and his retirement was 22 years away. He started investing Rs. 25,000/- every month systematically in an equity mutual fund… Before I reveal the outcome of Atul’s investing journey, let us dive into some valuable investing lessons of the past 20 years.

Ways of Repaying a Home Loan Early and Saving Interest

Everybody aspires to buy their dream home at some stage in life. But, for most people, a dream home purchase with their own money is not possible due to the huge amount involved. Hence, most people have to resort to taking a home loan.

10 Things to Consider when Buying a Term Life Insurance Policy

If you are the sole earning member or one of the earning members of your family, you need to buy term life insurance. Your life insurance policy is a financial backup for your family in the event of your untimely demise.

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Passive Income: What Is It, Sources, Benefits, and How to Build It?

Legendary investor Warren Buffett is well known for his financial quotes. Let us list two of his quotes. He said: "If you don't find a way to make money while you sleep, you will work until you die". He also said: "Never depend on a single income. Make investment to create a second source".

Two people discussing financial data with charts and graphs displayed on a laptop screen and printed documents. A calculator and notebook are on the desk, symbolizing financial planning and advisory discussions.

Maintaining Your Financial Health With a Financial Advisor

Financial health is essential to an individual’s well-being and stability. Unfortunately, many people lack the knowledge and skills to properly manage their finances. This is where a financial advisor can help. A financial advisor is a professional who provides financial advice and services to clients. They are knowledgeable in the areas of budgeting, investments, taxes, retirement planning, and estate planning. An advisor can help you develop a plan to manage your money and reach your financial goals.

Infographic illustrating different aspects of financial planning: retirement (rocking chair with rupee symbol), education (graduation cap and books), housing and vehicle (house on a car), and healthcare (hands holding a heart with heartbeat line), all sur

Financial Planner vs Financial Advisor: What's the Difference?

Financial planning is a crucial part of a person’s overall financial health. People often use the terms “financial planner” and “financial advisor” interchangeably, but they are not the same. Although they both help people manage their finances, they offer different services and specialize in different areas of financial planning.

The Importance Of Financial Independence For Women

Women and financial independence have become increasingly important topics in recent years, as women continue to strive for more recognition and autonomy in the workplace, and in society at large. Financial independence is a key part of gaining power and control in all aspects of life. With more women in positions of leadership and financial responsibility, the importance of financial independence is becoming increasingly clear.