Investing Insights

FinEdge

Author

FinEdge is India's leading tech enabled investment management company and manages over 1400 crores of goal-based investments for its 20,000 clients spread across 1700 cities in the country.

Our team combines deep financial planning experience with behavioral insights to help investors make smart, goal-aligned decisions.

A Financial Planning Checklist for Newlyweds

Newlyweds should start their financial journey by discussing money openly, setting up long-term SIPs, and ensuring adequate insurance coverage. Build an emergency fund, avoid hasty real estate purchases, and seek professional advice to secure a strong financial future together.

Should you surrender your LIC Policy, make it paid up, or continue?

Read this blog to know what you should do with your LIC policy, make it paid up, or continue it or surrender it. To know more, visit FinEdge now!

What Is Equity Savings Funds?

Equity Savings funds are a type of open-ended mutual fund that divides its assets among equity funds, debt funds, & arbitrage. To know more, Visit FinEdge Now!

A Smart Profit Booking Strategy for Long Term SIP Investors

With market valuations at record highs and economic uncertainties looming, it’s wise to adjust your equity SIP strategy. Shift load-free units to a liquid fund and start an 18-month STP to reduce short-term risk while staying on track for long-term growth. This tactical approach helps you navigate market volatility without abandoning your wealth creation goals.

4 Life Insurance Myths to watch out for

It may surprise you to know that most Financial Advisors themselves tend to be unclear about the real purpose of Life Insurance in one’s portfolio of Financial Products! Here are four common myths that many investors still continue to steadfastly harbour. Make sure you aren’t one of them!

7 lesser known facts about Mutual Funds

Mutual Funds have several lesser-known aspects that every investor should understand. From expense ratios and direct plans to potential exit loads and tax implications, being aware of these factors will help you make more informed investment decisions and navigate the risks—especially in volatile markets.

Mutual Fund Investor? Drop these 4 portfolio damaging habits today!

To maximize returns, avoid common mistakes in mutual fund investing like ignoring asset allocation, excessive churning, lack of reviews, and overdiversification. Focus on a balanced, well-reviewed portfolio with strategic rebalancing for long-term growth.

How to beat Financial Stress

Financial stress often stems from not meeting future goals, feeling a lack of control, choosing the wrong advisor, or worrying about market fluctuations. Take control by defining your goals, managing spending, finding a trustworthy advisor, and focusing on what you can control—reducing stress and building financial security.

Recently Retired? Here’s what you need to do

If you’ve recently retired, or are about to, you’ve probably got a hundred questions swimming about in your mind right now! Have I saved enough? What if my money runs out? Should I invest aggressively and aim for high returns, or play it safe instead? Should I use up my resources, or aim to bequeath some portion of it to my heirs? Should I try to find some part time work? The list is endless… and sometimes frightening! Here are a few things for you to do right away.

Important features of your Health Insurance Policy

Health Insurance has become a critical aspect of your overall Financial Plan, with medical expenses inflating at supernormal rates and lifestyle diseases continuing to spread at alarming rates. In fact, a single medical emergency can push your Financial Planning back by several years, which is why more and more Financial Advisors are recommending adequate medical coverages. If you’re making the wise move of upping your Mediclaim coverage, here’s a list of a few important things you need to learn about the Health Insurance Policy you’re about to sign up for.

Hybrid Mutual Funds - Decoded

SEBI’s recent recategorization move has resulted in the creation of 36 “categories” of Mutual Funds, each with iron-tight definitions that are impossible to manipulate. In the long run, this stands to benefit investors as they will know exactly what they’re getting into while investing their hard-earned money! Here are the 6 sub-categories of “Hybrid” Mutual Funds, along with a short note on who exactly this category of Mutual Fund is “Sahi” for!

3 Questions to ask your Financial Advisor

A good Financial Advisor helps you stay on track with your financial goals, manage risks, and optimize your investments. This blog highlights three essential questions to ask your advisor—ensuring your finances are well-planned, protected, and free from underperforming assets. Read on to make smarter financial decisions and secure your future.