Investing Insights

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

How FinEdge is leveraging Tech during the COVID-19 pandemic

We are currently in the midst of unprecedented times. As the COVID-19 pandemic brings the world to a literal standstill, Financial Advisors are scrambling to find their feet and continue serving their customers. To add fuel to the fire, equity markets witnessed a selloff of unrivalled proportions as fear and panic took over right after the lockdown began. During the past month of the crisis, FinEdge has proudly continued to deliver high quality Financial Advice to customers, while ensuring the complete safety of its employees. Here are some ways in which leveraging on technology has helped us in our endeavours.

4 Tips to Achieve Your Financial Goals Through SIP’s

The ubiquitous “Mutual Funds Sahi Hai” campaign has fuelled an increased interest in Mutual Fund SIP’s (Systematic Investment Plans) over the past few years. The industry’s monthly SIP inflows stood at Rs. 15,814 crores as on August 23 as Mutual Fund assets grew significantly over the past five years. If you’re one of the thousands of investors who are using SIP’s to achieve their financial goals, here are four things to keep in mind.

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

Investing using a goal based SIP calculator is an approach to investing that aligns the investor’s financial goals with their investments. The idea is that an investor’s investments should be tailored to their individual life goals, such as retirement, college savings, or buying a home. The goal-based investing approach encourages investors to analyze their financial goals and create a portfolio that is tailored to meeting those goals.

5 Reasons to Get Professional Help for Retirement Planning

Retirement planning is an important financial decision that can have a huge impact on one’s financial future. It requires careful planning and analysis in order to ensure that one’s retirement savings are maximized and that one’s retirement lifestyle is secure. Unfortunately, many people attempt to tackle this process on their own, without the help of a professional. This can be a mistake, as there are many reasons to get professional help for retirement planning.

5 Behavioural Traps That Could Hurt Your Mutual Fund Investments

Learn 5 key biases impacting long-term mutual fund returns to boost your investment success.

Maintaining Your Financial Health With a Financial Advisor

Financial health is essential to an individual’s well-being and stability. Unfortunately, many people lack the knowledge and skills to properly manage their finances. This is where a financial advisor can help. A financial advisor is a professional who provides financial advice and services to clients. They are knowledgeable in the areas of budgeting, investments, taxes, retirement planning, and estate planning. An advisor can help you develop a plan to manage your money and reach your financial goals.

Financial Planner vs Financial Advisor: What's the Difference?

Financial planning is a crucial part of a person’s overall financial health. People often use the terms “financial planner” and “financial advisor” interchangeably, but they are not the same. Although they both help people manage their finances, they offer different services and specialize in different areas of financial planning.

5 Most Effective Ways to Get Your Financial Life on Track in 2023

To get your financial life on track in 2023, focus on key strategies like creating a budget, cutting unnecessary expenses, building an emergency fund, starting a SIP in ELSS for tax-saving investments, and investing in personal growth. With careful planning and the guidance of a financial planner, you can achieve financial stability and work toward a secure future.

Factors To Consider Before Investing in ELSS

Investing in equity linked savings schemes (ELSS) is a popular way to save money and grow wealth. ELSS Mutual Funds provide tax saving benefits, along with the potential to earn higher returns than some other investment options. However, before investing in ELSS fund, there are several factors that should be considered.

Keep Your Dreams Alive By Investing in Mutual Funds

Dreams are the driving force behind every human being. We all want to dream bigger and achieve more. The key to a successful life is to keep your dreams alive and to invest in your future. One of the best ways to do so is by working with a mutual fund investment planner. Mutual funds are a popular investment option that provide you with the opportunity to invest your funds in multiple companies, industries, and even global markets.