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.

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 "Sahi" for you?

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!

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.

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.

3 Reasons Why a SIP in an ELSS Makes Sense

Equity Mutual Funds have been going great guns of late! Despite the volatility witnessed during FY18, Equity funds (including ELSS) witnessed robust net inflow of Rs. 1.71 lakh crore. In the eleven-month period ending February 2018, cumulative SIP contribution was Rs. 60,071 crores. It is estimated that more than Rs. 6,000 crores now flow into Mutual Funds each month, via the SIP route.

Why people lose money in Equity Mutual Funds

Read this blog & know why people lose money in Equity Mutual Funds. Know the top 5 reasons why investors tend to lose money in Equity Mutual Funds. Visit FinEdge now!

How Not to plan your Retirement!

Read this blog to learn things to avoid while planning for retirement. Reconsider your investment strategy if you are doing anyone of these. To know more, visit FinEdge now.

What is an Equity Mutual Fund?

Despite the stock markets predominantly declining since the Union Budget on 31st January, net inflows into Equity mutual fund (MF) schemes continued to remain strong last month. According to data from AMFI, Equity funds (including ELSS) witnessed monthly net inflows of Rs. 16,268 crore in February ‘18, up 5.7% month on month, and more than 150% on a year on year basis. The increase was mainly driven by sustained inflows through Systematic Investment Plans (SIPs). According to data from AMFI, the cumulative SIP contribution has been Rs. 53,646 crore so far in FY2018.

Guide: How to invest in an ELSS

With barely a week left in the Financial Year, there will be many who will be engaged in a last-minute scramble to invest into tax saving investments. One some instrument of choice is a ‘tax saving mutual fund’, also known as an ELSS. If you’re one of them, here a simple ready reckoner on how to go about with investing in an ELSS.

How to invest in SIP’s or Systematic Investment Plan

Read this blog to know simple steps to invest in SIPs if you’re a first-time investor who is confused about how to invest in SIP’s. To know more, visit FinEdge now!

Five things You Need to Know About Tax Saving Mutual Funds

As we enter the last month of the Fiscal Year, there’s bound to be an increased interest in tax saving investments. One such investment avenue which helps you save taxes under Section 80C is a tax saving mutual fund, or ELSS (Equity Linked Savings Scheme). If you’re thinking about investing into a tax saving mutual fund this year, here are five things for you to keep in mind.

Retirement Income Generation – Mistakes to Avoid

Much has been said and written about how to save enough for your retirement, but there’s lesser awareness about ways and means to effectively generate a reliable income stream from your hard-earned retirement corpus, after you’ve finally hung up your work boots for good! As a result, many retirees end up repeating a series of all too common mistakes when it comes to retirement income generation – some easily reversible, some catastrophic and irreversible. Here are three common retirement planning income generation mistakes that you should be watchful for.