Investing Insights

Shift in trend; 62% of Indian fathers now prioritize their daughters' education and empowerment over early marriages: FinEdge Financial Goals Study

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 Planner vs Financial Advisor: What's the Difference?

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

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.