Investing Insights

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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.

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.

Shift in trend; 62% of Indian fathers now prioritize their daughters' education and empowerment over early marriages: FinEdge Financial Goals 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

The 5 things all great Advisors expect from their Clients

While much has been said about the traits of great Financial Advisors, the fact remains that the Client-Advisor relationship is a deeply symbiotic one, whose long-term success is contingent upon the attitudes and actions of both parties involved. Here are the five things that your Financial Advisor expects from you to ensure that your investing experience a great one.

5 Signs that your 'Advisor' is really a Salesperson

Ever found yourself wondering if your Financial Advisor is really just a seller of Financial Products? You’re not alone. It’s an uncomfortable truth that the Financial Services industry is riddled with conflicts of interest, and that only a handful of genuine Advisors out there are really acting in your long-term interest. Here are five common tell-tale signs that you’re dealing with a salesperson - and not a Financial Advisor.

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

AMFI’s ubiquitous “Mutual Funds Sahi Hai” tagline that is so highly visible during the ad-breaks of most popular sporting events, has sparked an unprecedented level of interest in Mutual Fund Investments. And with it, more and more investors are rushing into NFO’s (New Fund Offers) like moths into a flame! With SEBI’s recent re-categorization exercise kicking in, many AMC’s may launch NFO’s to fill in gaps in their product portfolios. The question is – should you invest into them?

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.