Watch & Learn
Better investing decisions, explained simply.
Short FinEdge videos and visual explainers on the decisions that actually shape an investor's outcome — setting a goal, choosing investments for the right reasons, handling risk and volatility, reviewing a portfolio sensibly, and knowing what good guidance should do for you. Each item has its own page with the takeaway written out.
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Visual explainers
See how the decision works
Comparisons, pathways and frameworks that make important investing relationships easier to understand.
- Why Financial Knowledge Isn’t EnoughDecision quality, not information quantity, drives outcomes.Visual guide · Read
- The Return You Expect Can Matter More Than the Return You GetThe better starting question is not ‘How much can I get?’ but ‘How much do I actually need?’Visual guide · Read
- Absolute Return vs CAGR vs XIRRUse the return measure that matches the cash-flow pattern and time period you are evaluating.Visual guide · Read
01
Start with your goal, not the product
Most investing conversations begin with a product. The better ones begin with what the money is for, when it is needed and how much it will actually cost by then.
Goal-based investingHow a goal becomes a plan with a number, a horizon and a contribution.
WatchWhy Personalised Investment Plans MatterAlign the plan with your own goals and timelines before comparing it with anyone else's.
Vibhuti Jyotishi·Senior Investment Manager·43 seconds·3 February 2025
WatchHow much will this goal actually cost by the time I reach it?Size the goal in future rupees, then size the contribution against that number.
Harsh Gahlaut·Co-founder & CEO, FinEdge·12 July 2023
WatchHow early do I need to start for my child's education?Start early, and decide first which education you are actually funding.
Harsh Gahlaut·Co-founder & CEO, FinEdge·24 February 2024
WatchShould my SIP grow as my income grows?A contribution that never grows is a plan sized for the income you have already outgrown.
Inderpreet Kaur·Brand Communication Team·1 minute 08 seconds·30 September 2025
02
Choose investments for the right reasons
Fund names, NAVs and new launches make choice feel like the whole decision. These explain what the choice is genuinely made of, and what it is not.
Mutual fundsThe deeper FinEdge view on how funds are selected and why.
WatchDoes picking the right fund really decide my outcome?The fund you can stay invested in usually beats the fund that looked best last year.
Jhalak Jain·Associate Vice President - Investments·28 July 2023
WatchWhy are mutual funds a sensible vehicle for long-term goals?The vehicle works over long horizons, provided expectations, risk and behaviour are handled honestly.
Harsh Gahlaut·Co-founder & CEO, FinEdge·12 October 2023
WatchAre Specialised Investment Funds meant for someone like me?SIFs answer a different question from a goal-linked SIP. Newness and hedging are not reasons to invest.
Shivansh Dandona·Vice President & Head – Investments·1 minute 53 seconds·17 September 2025
WatchIs a Direct plan automatically the cheaper choice?Cost is one input. Staying invested for the right reasons is the larger one.
Vibhuti Jyotishi·Senior Investment Manager·1 minute 15 seconds·13 November 2025
WatchIs a new fund cheaper because its NAV is ₹10?NAV level is not price. A new fund has to earn its place on purpose, not on ₹10.
Vibhuti Jyotishi·Senior Investment Manager·1 minute 50 seconds·9 February 2026
WatchWhat actually makes an investment risky for me?Risk is the chance of missing the goal, not the size of the movement along the way.
Inderpreet Kaur·Brand Communication Team·1 minute 37 seconds·12 May 2026
03
Know when to stay put — and when to review
Markets move, and so do investors. The hardest part of long-term investing is telling a reaction apart from a review.
Portfolio reviewWhat a genuine review examines, and how often it is worth doing.
WatchShould I stop my SIP when markets fall?Consistency is the whole mechanism — an SIP is a habit, not a hack. Review it against your goal, not against the market.
Inderpreet Kaur·Brand Communication Team·1 minute 21 seconds·15 July 2025
WatchHow Fear and Greed Affect Investing DecisionsJudge the plan against the goal. Market movement on its own is not new information about your goal.
Mayank Bhatnagar·Co-Founder & COO·16 October 2023
WatchWhy does someone else's portfolio always look better than mine?Compare your portfolio with your own goal requirement, not with someone else's number.
Nandini Jhamb·Investment Manager·2 minutes 02 seconds·19 December 2025
WatchWhen is it genuinely time to review my portfolio?Review when the goal or your life changes — not when the market does.
Vibhuti Jyotishi·Senior Investment Manager·2 minutes 04 seconds·7 April 2026
WatchWhat return is it reasonable to expect?A plan built on a realistic return survives the years a plan built on a hopeful one does not.
Inderpreet Kaur·Brand Communication Team·1 minute 40 seconds·25 February 2026
04
Understand what good investing guidance should do
Guidance is easy to claim and hard to verify. These explain how FinEdge works, what it is paid for and what it will not do.
Why FinEdgeThe process, the incentives and the trade-offs, written out in full.
WatchWhy FinEdge Does Not Have Sales TargetsAsk what your Investment Manager is measured on. If the answer is a product quota, the recommendation is not really about you.
Sia Dev·Brand Communication Team·1 minute 04 seconds·24 September 2025
WatchHow do I tell guidance apart from a sales pitch?The right investment expert puts your interest first — and will not need urgency or a guarantee to make the case.
Yashika Malhotra·Associate Vice President - Investments·1 minute 17 seconds·31 July 2025
WatchHow FinEdge Helps Investors Remain InvestedDiscipline is easier to keep when it is built into the process rather than demanded from the investor.
Inderpreet Kaur·Brand Communication Team·1 minute 27 seconds·8 August 2025
WatchImportance of a Trusted Expert in InvestingTrust is earned in the ordinary conversations, and tested in the difficult ones.
Yashika Malhotra·Associate Vice President - Investments·11 February 2022
05
Invest around the life you actually live
A plan has to survive postings, sailings, career breaks and everything else a life contains. Context is not a footnote to the plan; it shapes it.
Who we serveHow planning changes with the life it has to fit around.
WatchHow should an Armed Forces family plan its investments?DSOP is a foundation, not a full plan. Give the monthly surplus a defined goal, and keep the process continuous across postings.
Inderpreet Kaur·Brand Communication Team·1 minute 20 seconds·30 October 2025
WatchHow do I keep investing while sailing for months at a time?Plan around the rotation, not around shore leave — and settle the NRI banking and documentation before the next sailing, not after it.
Inderpreet Kaur·Brand Communication Team·1 minute 32 seconds·28 November 2025
WatchHow are women making investing decisions on their own terms?Goal alignment, informed risk and patience — the same discipline, decided first-hand.
Multiple FinEdge Investment Managers·7 March 2024
Investors, not explainers
Investors in their own words
These are not FinEdge explaining FinEdge. They are investors describing their own situation and what working through it was like.
WatchRitu SirohiArmy officer's family · investing through postings and transfersPlanning as an Army officer's familyFor a family that moves, continuity of the process is what keeps the plan alive.
5 March 2025
WatchYasser Ahmed KhanNRI investor · investing in India from abroadInvesting in India from abroadDistance complicates the logistics, not the principles: a goal-linked plan still decides the behaviour.
6 January 2025
06
Also in Watch & Learn
Videos that sit outside the five learning families — a recognition, a product walkthrough and timely market context — each with its own page.
WatchWhat an RBI rate cut does — and does not — do to your investmentsRate decisions are context for the economy, not a trigger to change a goal-linked plan.
Mannat·Investment Manager·1 minute·7 February 2025
WatchPlanning to Invest? Start With What the Money Is ForBegin with what the money needs to achieve; purpose, then time, then risk decide how it should be invested.
Harleen Kaur Sial·AVP, Investments, FinEdge·1 minute 18 seconds·6 October 2026
WatchImportance of Starting Early in Retirement PlanningThe cost of starting late is larger than the cost of starting small.
Aniruddha Bose·Chief Information Officer at FinEdge at the time of recording·17 October 2023
WatchNilesh Shah on becoming a better investor, Mutual Funds and SIFs, and human expertiseExecution, equilibrium and discipline decide investor outcomes; Mutual Funds and SIFs answer different questions inside one portfolio; and technology strengthens the rational half of a decision while the emotional half stays human.
Nilesh Shah·Managing Director, Kotak Mahindra Mutual Fund·3 minutes 21 seconds·3 September 2026
WatchMarket Corrections, Investing Behaviour and Building Wealth — Harsh Gahlaut in ConversationDefine what the money is for, set expectations you can live with through a fall, and stay with a process long enough for it to work.
Harsh Gahlaut·Founder & CEO, FinEdge·33 minutes 44 seconds·10 April 2025
WatchHow Dreams into Action worksDiA makes the reasoning visible before the investment: cash flow and beliefs come first, goals define the contribution, and every transaction stays attached to the goal it was made for.
1 minute 12 seconds·4 July 2026
When a few minutes isn't enough
Videos and visual explainers are starting points. The written FinEdge work goes further into the same decisions.