Investing Insights

A futuristic digital interface displaying interconnected hexagonal icons representing finance, technology, cloud computing, analytics, and communication. This visual illustrates how FinEdge is leveraging technology to deliver financial solutions during th

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.

Colorful sticky notes clipped to a rope spelling the word

4 Tips to Achieve Your Financial Goals Through SIP’s

The ubiquitous “Mutual Funds Sahi Hai” campaign has fuelled an increased interest in Mutual Fund SIP’s (Systematic Investment Plans) over the past few years. The industry’s monthly SIP inflows stood at Rs. 15,814 crores as on August 23 as Mutual Fund assets grew significantly over the past five years. If you’re one of the thousands of investors who are using SIP’s to achieve their financial goals, here are four things to keep in mind.

Hand-drawn Venn diagram showing two overlapping circles. The left circle reads

5 Behavioural Traps That Could Hurt Your Mutual Fund Investments

Learn 5 key biases impacting long-term mutual fund returns to boost your investment success.

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.

Illustration representing ELSS (Equity Linked Savings Scheme) investment growth stages: jars showing seed planting, sapling, and a money tree with rupee coins, followed by a jar labeled

Factors To Consider Before Investing in ELSS

Investing in equity linked savings schemes (ELSS) is a popular way to save money and grow wealth. ELSS Mutual Funds provide tax saving benefits, along with the potential to earn higher returns than some other investment options. However, before investing in ELSS fund, there are several factors that should be considered.

Illustration of a hand watering stacks of coins growing into plants under the label

Keep Your Dreams Alive By Investing in Mutual Funds

Dreams are the driving force behind every human being. We all want to dream bigger and achieve more. The key to a successful life is to keep your dreams alive and to invest in your future. One of the best ways to do so is by working with a mutual fund investment planner. Mutual funds are a popular investment option that provide you with the opportunity to invest your funds in multiple companies, industries, and even global markets.

Hand holding a glass jar filled with coins, with a plant sprouting from it, against a green background. The text

How To Start An SIP Online in Three Simple Steps

Starting a SIP investment plan is one of the smartest ways to build long-term wealth while effectively managing risk. By investing systematically, you harness the power of compounding and create a disciplined approach to achieving your financial goals. This guide will walk you through the three simple steps to start a SIP online and make informed investment decisions.

Illustration representing ELSS (Equity Linked Savings Scheme) with a red circular label, Indian rupee notes, tax-saving document under section 80C, a timer, and calculator—symbolizing the benefits of ELSS over traditional tax-saving instruments like PPF a

Here's Why ELSS Investment is Better Than PPF & NSC

Read this blog to learn why ELSS is better investment option than PPF & NSC. Besides tax savings, it offers capital appreciation. To know more ELSS mutual funds, visit FinEdge now!

A retirement planning setup featuring a sign that reads

How To Plan For Retirement As Per Your Age

Retirement is a major life event that many people look forward to, and one of the key objectives of availing high quality financial advisory services is to ensure that you have an adequate retirement corpus in place. For some, retirement is a time to relax and enjoy the fruits of their labor. For others, it's a time to travel, pursue hobbies, and spend time with family. Regardless of how you plan to spend your retirement, it's important to plan ahead. Here are some tips on how to plan for retirement, based on your age.

Are You Saving Enough For Your Child’s Education?

Working with a financial planner to save for your child’s education is one of the most important things you can do as a parent. It can be difficult to decide how much you should be saving and where to put your money, but it’s essential to have a solid child education plan in place Here we look at the importance of saving for your child’s education, how to go about it, and what to consider when planning for their future.

Multiple hands gently cupping a pile of gold coins from which a tree with a globe-shaped canopy is growing, symbolizing saving and nurturing wealth for future goals like a child's wedding.

How To Calculate And How Much To Save For Your Child's Wedding

Planning for your child’s wedding is a significant financial goal for many Indian parents. With strategic investment planning and the power of compounding, you can systematically build a wedding fund without financial strain. This guide will help you determine how much to save and how a SIP return calculator can simplify the process.