Investing Insights

Aditi Kothari Desai shares financial planning tips for women to invest confidently for the future
Investing for Your Future: Financial Planning Tips for Women

Both men and women seek to improve their lives, achieve financial security, enhance their health, and realize their dreams. Despite this, investing is often perceived as a primarily male activity. Women frequently begin to learn about investing later in life, typically after major life events like marriage, and fewer women independently educate themselves about investing compared to men.

A professional financial advisor using a laptop and calculator at a well-lit desk, symbolizing goal-based financial planning, investment expertise, and personalized wealth management with a focus on trust and client-centricity.
Accelerated Trends of Women Investing in India

It is truly inspiring to see a significant increase in women's participation in the wealth creation process. As India transforms as a nation with more equitable opportunities for everyone, women are taking the pole position in many spheres of life.

An illustration of a confident woman in a yellow dress sitting on a rocket, symbolizing financial growth and independence. Surrounding her are upward-trending charts, representing financial planning and empowerment for women.
Why is Financial Independence Important for a Woman

Women and financial independence have become increasingly important topics in recent years, as women continue to strive for more recognition and autonomy in the workplace, and in society at large.

Investing with Purpose: Goal-based Investing for Women

At the start of July 2024, Axis Mutual Fund released the "Women Investment Behaviour Report 2024". It has interesting insights on how women invest. It talks about the rising participation of women in mutual funds, how they persist with their investments even during market corrections, their goals like building wealth and securing retirement top the chart, etc. All these insights highlight how women are taking control of their investments. Let us discuss how investing with a purpose or goal-based investing can make women resilient and focused investors and, thus, help them achieve their financial goals.