Investing Insights

FinEdge

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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.

3 ELSS Mutual Fund Related Mistakes to Avoid

Smart tax savings start with avoiding common ELSS mistakes—don’t let short-term thinking cost you long-term gains!

Should you invest into Child Education Plans?

Its no secret that sending their kids off for a top notch higher education is a prime aspirational goal for most Indian parents. The segment of the financial services ecosystem that has capitalised most richly on this ubiquitous goal is, undoubtedly, the Life Insurers. With glossy brochures and opaque plans that are loaded with jargon, these so-called Child Education plans have snared many an unsuspecting investor over the years. But are these Child Education plans really worth buying into? Let’s find out.

Post Recategorization: Which Debt Mutual Fund is

Debt Mutual Fund categories can be overwhelming, but choosing the right one depends on your risk appetite and investment horizon. Whether you're a short-term investor seeking stability, a moderate risk-taker with a 2-3 year plan, or a long-term investor willing to endure volatility for higher returns, there's a suitable option for you. This blog breaks down the categories to help you make an informed choice. Read on to find the best debt fund for your needs!

Post Recategorization: Which Debt Mutual Fund is

Read this blog to know the correct debt mutual fund. Debt Mutual Funds are divided in 16 different categories so many investors are confused. To know more, visit us now!

Post Recategorization: Debt Fund Concepts That Every Investor Should be Aware of

Post SEBI’s mandate to Asset Management Companies, the latter have been engaged in a scramble to consolidate, terminate, rename, or launch new schemes to fit them into the 16 debt fund categories defined by the regulator. According to the new regulations, an AMC will be permitted to run only one debt mutual fund per category.

Why Setting Financial Goals Matters

Discussing your Financial Goals with your Financial Advisor can be the single-most powerful money-move you can make. As simple as linking your investments to your future objectives might sound, it’s a step that can actually have a profound impact on your family’s financial future in the long run.

How are Mutual Fund SIP Returns Calculated?

Read this blog to learn how are Mutual Fund SIP returns are calculated? To know more about how SIP returns are calculated, visit FinEdge now.

Is an Early Retirement Really Feasible?

The dream of early retirement through the FIRE movement is alluring but comes with its own set of challenges. With a need for significant savings and careful investment choices, millennials aiming for financial independence must be prepared for sacrifices and risks along the way. It’s crucial to plan wisely to ensure a secure post-retirement phase.

Is Your Financial Advisor Unbiased? Here’s How to Find out

It’s a sad truth that mis-selling of Financial Products has cost thousands of unsuspecting Indian investors crores of rupees over the years. A recent study estimated that Indian investors incurred a staggering loss of about Rs.1.5 trillion (1.5 Lakh Crore) owing to mis-selling of Life Insurance products alone, between 2004 and 2012!

Should You Shift Your RD’s to Mutual Fund SIP’s?

With the ubiquitous chime of “Mutual Funds Sahi Hai” sounding in every other ad break, it was a matter of time before Mutual Fund Investments piqued the interest of a hitherto untapped segment of investors – those who had never looked beyond fixed deposits or recurring deposits to deploy their idle money.

Child Education Planning using Mutual Funds

One common inference emerges singularly in all Financial Planning surveys in India – planning for our kids’ education is always going to be a top priority for Indian parents! Although this aspiration hasn’t changed over the years, the way we save for this critical goal has undergone dramatic shifts. Gone are the days when investors looked no further than “Child Education Insurance Plans” to fund their kids’ higher studies. With AMFI’s impactful “Mutual Funds Sahi hai” campaign, has come the awareness that a low cost, potentially high return, and transparent tool exists for Child Education Planning, in the form of Mutual Funds. Here are the three stages of accumulating wealth for your Child’s Higher studies using Mutual Funds.

Are Robo Advisors Right for You? Here's a Checklist

AMFI’s recent “Mutual Fund Sahi Hai” campaign has resulted in an interest in Mutual Fund Investments like never before. IPL watchers now enjoy the dual benefit of cricketing entertainment, coupled with Financial Education with respect to simplified Mutual Fund investing tips, tricks and fallacies! Along with the growing demand for Mutual Fund Investments, there’s been a steady rise in the number of Advisors – especially those who are choosing to leverage technology to create “robo advisory” platforms that do not have a human advisory element to them.