Articles

How to overcome the dilemma of financial planning

How to overcome the dilemma of financial planning

Sridhar, 52, is among the many people I have interacted in his age group who are facing difficult money-related decisions....

Are passive funds better than other funds?

Are passive funds better than other funds?

These are a few misconceptions about passive funds, which lead investors to make some wrong decisions about passive funds. Passive...

NCDs, invoice discounting offer high returns but is the risk worth it?

NCDs, invoice discounting offer high returns but is the risk worth it?

A non-convertible debenture could be secured but retail investors may not be the first in line for a claim if...

Watch out as you loosen those purse strings this festive season

Watch out as you loosen those purse strings this festive season

A spending detox will be required post the festive season. This means locking away credit cards, having no access to...

When and why portfolio reviews are necessary

When and why portfolio reviews are necessary

Before the portfolio review, it is important that investments be done based on a financial plan. Tax filing done, it...

How lack of formal financial advice can prove costly for many investors

How lack of formal financial advice can prove costly for many investors

Lack of knowledge and the overload of information is getting investors to believe they can manage everything themselves without professional...

Are you really prepared for early retirement?

Are you really prepared for early retirement?

An early retirement is a dream for many in the urban working population. But it is not so simple. There...

Work the math on bettering your investment returns

Work the math on bettering your investment returns

Investing success is all about choosing simple investments, which beat inflation, and having the ability to stick to them.  I...

Income Tax Return filing: Things to keep in mind while filing taxes

Income Tax Return filing: Things to keep in mind while filing taxes

Income Tax Return filing: Taxpayers have several queries around tax filing. This primer covers questions around the regime to choose,...

Why comfort is a deterrent to growing wealth

Why comfort is a deterrent to growing wealth

In investing, what is comfortable is rarely profitable. Yet, most investors tend to invest in what is easy and comfortable...

The art of streamlining cash-flows post-retirement

The art of streamlining cash-flows post-retirement

The older generation often faces a conundrum with respect to utilisation of their finances Health and wealth – the two...

23% of salaried people aren’t prepared for financial emergencies: Survey

23% of salaried people aren’t prepared for financial emergencies: Survey

Saving money is a big challenge for individuals — 57 percent of those surveyed saved less than 20 percent of...

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