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.

The 3 Top Behavioural Traps Mutual Fund Investors Need to Watch Out For Right Now

With their collective AUM (Assets under Management) soaring towards the 20-lakh crore mark, Mutual Funds have become a very popular investment tool these days, with thousands of investors choosing to switch over to them from the safe haven of traditional investments.

How to select the best type of debt mutual fund for your needs

With declining returns from traditional savings, debt mutual funds are gaining popularity, with investments rising by 31% last fiscal. Choosing the right fund requires understanding time horizons, risk levels, and return expectations. Consulting a financial advisor can help align investments with market trends and personal financial goals.

Top Three Balanced Funds to Invest in 2017

Balanced funds offer a mix of equity and debt, providing stability while capturing market growth. Top options like ICICI Prudential Balanced Advantage, Birla Sun Life Balanced ‘95, and DSP BlackRock Balanced Fund balance risk and reward. Assess risk tolerance before investing as part of a diversified portfolio.

What is a Mutual Fund?

Read this blog to learn about Mutual Funds, types of Mutual Funds, advantages of investing into Mutual Funds & how to get started. To know more, visit FinEdge now!

How to Save Tax Using ELSS Funds

ELSS funds offer tax-saving benefits with higher return potential and a shorter lock-in period than traditional options. Investing systematically can maximize gains and reduce market timing risks.

How to maximize your Mutual Fund SIP Returns

Maximize your Mutual Fund SIPs by aligning them with financial goals, increasing contributions over time, and rebalancing annually. These strategies ensure disciplined investing, optimal risk management, and long-term wealth growth.

Why should you review your financial portfolio?

Regularly reviewing and rebalancing your financial portfolio is crucial to staying on track with your financial goals. Market fluctuations, changing financial objectives, and evolving economic conditions can impact your investments. A disciplined review every 6-9 months helps adjust asset allocation, optimize returns, and minimize risks. Stay informed and invest wisely.

Tax savings through mutual funds: 5 ELSS that may fetch you good returns and great savings

ELSS mutual funds offer a compelling way to save taxes while building wealth over the long term. With a lower lock-in period compared to other tax-saving instruments and the flexibility of SIPs, they make for a great investment option. Whether you're looking for tax savings or capital appreciation, consider diversifying your approach and staying committed for long-term growth

CAGR - Demystified!

Understanding CAGR is crucial when evaluating your investments, especially for those with fluctuating returns like equity mutual funds or SIPs. By smoothing out annual growth rates, CAGR provides a clearer picture of your long-term investment performance. Just remember, the longer the investment period, the more accurate the CAGR becomes. Keep this in mind to make well-informed decisions about your financial future!

About Equity Mutual Fund SIP's

Discover why Equity SIPs are an exceptional tool for long-term wealth creation. This blog explains how compounding, rupee cost averaging, and disciplined saving can work together to help you build a prosperous financial future.

Should you pre-pay your Home Loan?

Deciding whether to prepay your home loan or invest your lump sum? This article breaks down key considerations, from loan structure to tax benefits, helping you make an informed decision to reach financial freedom sooner.

All about Student Loans

With education expenses in India rising at the speed of knots, it’s no wonder that the popularity of student loans are on the rise. In fact, a recent article Economic Times article^ suggests that MBA costs are expected to rise at 15.26% per annum and other undergraduate expenses 12.59% in next five years. For undergraduate engineering courses, fees typically range from Rs 5-10 lakh, while for a five-year medical course at a private college this number could be upwards of Rs 50 lakh! For post-graduate management courses such an MBA or PGPM, fees could be more than Rs 10 lakh.