Investing Insights

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FinEdge

Author

FinEdge is India's leading tech enabled investment management company and manages over 1000 crores of goal-based investments for its 18,000 clients spread across 1800 cities in the country. 

FinEdge has pioneered the use of technology and human expertise and has established itself as the world's first wealth tech company to introduce Bionic investing.

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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.

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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.

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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.

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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.

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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.

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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

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Goal-Based Investing - What if Investments are not Linked with Financial Goals?

Read this blog to learn why goal based SIP investment is an important part of any investor’s strategy. To know more about goal based sip investment, visit FinEdge now!

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Benefits of Investing in SIPs For Goals

Read this blog to know about benefits of investing in SIP to reach your financial goals & enjoy a secure financial future. To know more about SIP, visit FinEdge now!

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Here's Why ELSS Investment is Better Than PPF & NSC

Read this blog to learn why ELSS is better investment option than PPF & NSC. Besides tax savings, it offers capital appreciation. To know more ELSS mutual funds, visit FinEdge now!

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Two Interesting Mutual Fund investing “thumb rules”

Read this blog to learn interesting thumb rules that can help you compare one time as well as SIP investments. To know more, Visit FinEdge Now!

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Is COVID19 triggering these Behavioural Biases in you?

Read this blog to know learn about behavioural biases in investors caused due to market volatility due to COVID-19. To know more, visit FinEdge now!

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5 Signs that your 'Advisor' is really a Salesperson

Read this blog to know five common tell-tale signs that you’re dealing with a salesperson and not a Financial Advisor. To know more, Visit us Now!