Investing Insights

A white background with colourful graphs and charts showcasing the importance of understanding personal finance ratios before investing.

Personal Finance Ratios You Should Understand Before You Start Investing

Successful investing begins long before you pick funds or set return expectations. It starts with understanding your financial foundation, how much you earn, how much you spend, and how much is left to invest consistently. These simple but powerful personal finance ratios offer a clear view of your financial health and help you make informed, goal-aligned decisions.

“Wedding rings symbolizing long-term financial planning through mutual funds for building a child’s marriage fund with FinEdge

Why Mutual Funds Are the Smartest Way to Build Your Child’s Marriage Fund

Indian weddings are beautiful but expensive affairs, and their costs are rising every year. Mutual fund SIPs can help you plan ahead, ensuring your child’s big day is celebrated without financial stress.

FinEdge banner with the text ‘Financial Independence – Unlock the power to shape your life on your own terms’ on a textured gradient background.

Financial Independence: Redefining Freedom in Your Life

This Independence Day, free yourself from money stress. Here’s how to build financial freedom on your terms.

Two individuals discussing financial matters at home, highlighting FinEdge’s campaign on financial awareness and preventing financial frauds.

Financial Awareness Day: How to Identify and Protect Yourself from Financial Frauds

Frauds are evolving, but so can your defense. Here’s your guide to staying financially safe in today’s world.

Cover image for FinEdge’s NRI Investing Trends 2025 study, showing a globe focused on India to represent global NRI investment insights.

NRI Investing Trends 2025 – Insights from 90+ Countries

This study reveals how NRIs think, plan, and act differently when investing in India – and the critical roadblocks they face. Based on 898 long-term NRI investors.

Child’s education abroad financial roadmap with FinEdge branding and a hand placing a graduation cap on stacked coins with growing plants.

Planning Your Child’s Education Abroad: A Financial Roadmap

Sending your child abroad for higher education? Here’s a step-by-step plan to help you turn aspiration into action.

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What is the Ideal Asset Allocation by Age?

Your investment needs change as you grow; here’s how to align your portfolio with your age, risk profile, and life goals.

FinEdge team receives the ET BFSI FinNext 2025 award on stage for their innovative wealth planning platform DiA, celebrating impact and investor-centric innovation.

FinEdge’s 'DiA' Wins Economic Times BFSI FinNext 2025 Award for Innovative Wealth Planning

Dreams into Action (DiA), FinEdge’s proprietary bionic investing platform, has been recognised as the winner in the Innovative Wealth Planning Tools category at the Economic Times BFSI FinNext Awards 2025. This award celebrates not just technology, but purposeful innovation that improves outcomes for investors. Here’s what DiA was built to solve, why it works, and why this recognition matters.

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Multi-Generational Investment Planning Tips: Boomers, GenX, Millenials, GenZ

No matter your age, the right investment strategy can set you up for financial success. From starting small in your 20s to securing income in retirement, aligning your investments with your life stage ensures you make the most of every opportunity.

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Your Child’s Education Goal: A Step-by-Step Investment Guide

Every parent wishes for a bright and secure future for their child, and that includes a quality education. Achieving this goal requires advanced and proactive planning to ensure you’re financially prepared to support your child’s aspirations. In this article, we will explore why it is important to plan for your child's education and some best practices for the same.

Top Wealth Management Strategies for Long-Term Success

The goal-planning process, like a retirement fund, has two important aspects: Wealth creation and wealth management. During your working years, you create wealth by building a retirement fund. During the retirement years, you manage the wealth created so that it sustains you during the retirement years. In this article, we will understand what wealth management is, how it differs from wealth creation, and the best wealth management strategies.

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A Step-by-Step Guide to Personal Financial Planning

Some individuals follow a return-centric approach to investing. They chase returns by selecting mutual funds based on the last one and three-year returns. However, that is not the right approach. The appropriate approach is to identify your financial goals and invest towards fulfilling them. It keeps you focused on your investments for the long term till the goals are achieved. The personal financial planning journey can help you map all your financial goals, invest towards them, and review them till they are achieved. In this article, we will understand what is personal financial planning and how to go about it.