Investing Insights

Stacks of coins overlaid with financial data graphics, including candlestick charts, percentage symbols, and upward-pointing arrows, representing the contrast between short-term return chasing and long-term wealth creation strategies in investing.
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 glass jar filled with coins and a small green plant growing from it, symbolizing the growth of wealth over time through SIP (Systematic Investment Plan) investments under the sunlight of disciplined financial planning.
How to Make Your SIP Investments Work for You

Fuelled by AMFI’s impactful “Mutual Funds Sahi Hai” campaign, Mutual Fund SIP’s have witnessed massive traction over the past few years. In fact, monthly SIP flows of the industry has had a giant leap in the past few years to almost Rs. 14,000 crores. If you’re a Mutual Fund SIP investor, here are four ways to make them work for you.

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

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.

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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.

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