Investing Insights
The Pros & Cons of Robo Advisors
Over the years, the definition of FinTech or “Financial Technology” has expanded from covering companies that supply back-end software systems to Financial Institutions to encompassing a multitude of ventures that leverage technology to disrupt existing ways of executing financial transactions or managing money.
New KYC Changes Applicable From 1st April: How to Check Your Status and What Should You Do?
SEBI has made changes to the KYC requirements from 1st April 2024. All AMCs and SEBI Registered Intermediaries (SRIs) have to check the KYC details of existing investors and new investors. As a result, all investors will have to check their KYC status to continue with their existing and new investments.
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.
Latest Posts
Essential Asset Allocation Strategies for a Balanced Investment Portfolio
Nov 05, 2024
A Step-by-Step Guide to Personal Financial Planning
Oct 25, 2024
Financial Planning for Single Women: Strategies for Long-Term Security
Oct 25, 2024
How to Manage Investment Risk Efficiently
Oct 24, 2024
How to Plan For Retirement in Your 30s, 40s, and 50s
Oct 24, 2024
How the Modern Woman is taking Investing decisions
Aug 21, 2024
Appreciation shown by our clients
Oct 05, 2023
Dec 26, 2023
Fund Selection - Does it really matter?
Nov 15, 2023
The Importance of your Child’s Education Goal
Feb 28, 2024