Investing Insights

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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".

Factor-Based Funds: What Are They, and Should You Invest in Them?

Till about a few years back, investors could choose from either active or passive funds. The proponents of active funds say they have the flexibility of selecting stocks and the potential to generate alpha over the benchmark index. The proponents of passive funds say they are low-cost solutions for market returns, specifically as active funds will find it increasingly difficult to beat the benchmark index in future. But what if you could combine the benefits of active and passive funds in a single scheme? That is what factor-based mutual funds in India offer. Recently, many AMCs have started offering factor funds. So, what are these and should you invest in them? Let us explore.

Importance Of Taking Informed Risk When Investing

Investors often align financial product choices with their risk profiles, such as favoring equities for aggressive strategies and debt for conservative ones. However, prioritizing investment time horizon over risk profile can lead to more informed decisions, ensuring suitability for both short-term and long-term goals.

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Interest Rates May Go Down: Should You Lock Into High FD Rates or Invest in Duration Debt Funds?

In the last few monetary policy meetings, the Reserve Bank of India (RBI) and the US Fed have maintained a status quo on interest rates. Throughout most of 2022-23, most central banks increased interest rates to combat high inflation.

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With FinEdge, MUTUAL FUNDS Sabse Sahi Hai !

Every day, more and more smart investors are looking to invest in mutual funds nowadays. With more than 38 lakh crores of mutual fund investment as on date and more than 5.5 Lakh crore SIP mutual fund investment accounts, it’s an undisputed fact that “Mutual Funds Sahi Hai!!

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Should You Invest In Smallcap Mutual Funds

In December 2023, the smallcap funds got inflows of Rs. 3,857 crores. The inflows were the 2nd highest in the equity category after sectoral/thematic funds. So, why are investors rushing to invest in smallcap MFs, and should you also invest? Let us find out.

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5 Tips to use Mutual Funds for your Financial Goals

All of us have Financial Goals. Some may be aspirational, such as buying a new card or upgrading our home. Others may be uncompromisable – such as a child’s education, or building up a nest egg before we finally hang up our work boots. Regardless of the kind of goals at hand, they all require advance planning and structured, disciplined saving in order to reach fruition.

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5 Reasons Why You Should Occasionally Review Your Portfolio

Enamoured by AMFI’s impactful “Mutual Funds Sahi Hai” campaign, new investors flocked to Mutual Funds in droves between 2015 and 2018. As first timers, many of these investors are unaware about the importance of regularly having their portfolios reviewed by a professional Financial Advisor.

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Chasing Returns vs. Wealth Creation

Creating Wealth from your investments is all about return maximization, right? Wrong! It may surprise you to know that your pernicious little habit of always trying to maximize portfolio returns may in fact be what is impeding your ability to generate long-term wealth. Here’s are four reasons why.

A compass needle pointing toward the word “INVEST,” symbolizing direction and decision-making in financial planning, specifically highlighting the consideration of investing in NFOs (New Fund Offers).

Should you invest into NFO’s (New Fund Offers)?

AMFI's ad campaign boosts mutual fund interest, but investors must cautiously assess NFOs amidst SEBI's re-categorization.

A student places books into a red backpack, with school supplies and headphones nearby—symbolizing a focus on education. This represents Indian fathers prioritizing their daughters' education over early marriage.

Indian Fathers Prioritize Daughters' Education Over Early Marriage as Per FinEdge Study

At 30, the highest priority goal for fathers is to buy a home (26%), with only 6% of them actively planning for their children's futures at this stage. Only 1 in 5 respondents prioritize their retirement over their child's education; proclivity for retirement planning is slightly more pronounced in the south zone

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How FinEdge is leveraging Tech during the COVID-19 pandemic

We are currently in the midst of unprecedented times. As the COVID-19 pandemic brings the world to a literal standstill, Financial Advisors are scrambling to find their feet and continue serving their customers. To add fuel to the fire, equity markets witnessed a selloff of unrivalled proportions as fear and panic took over right after the lockdown began. During the past month of the crisis, FinEdge has proudly continued to deliver high quality Financial Advice to customers, while ensuring the complete safety of its employees. Here are some ways in which leveraging on technology has helped us in our endeavours.