5-Year Financial Plan Template for Salaried Individuals
Financial Plan Template For staff, a solid financial plan may be between you and economic security. A well-planned 5-year financial plan can be a map that leads..
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Mutual Funds for Freelancers and Gig Workers: What to Know
Mutual Funds for Freelancers and Gig Workers The gig economy is growing fast. Increasingly, people are working as freelancers, part-timers, or in short-term contracts. While this gives..
Best Strategies to Avoid FOMO in Stock Investing
What is Stock Market FOMO? Do you ever get a feeling to purchase a stock simply because everybody else seems to be going on and on about..
Understanding Fund Overlap: Meaning, Impact & Management
Fund Overlap Investment and mutual fund investment is one of the ways by which you can create wealth in the long term. It has been a common..
What is Modern Portfolio Theory (MPT)?
Modern Portfolio Theory Modern Portfolio Theory, introduced in the 1950s by economist Harry Markowitz, gave way to a new approach to investing, encouraging portfolio management with its..
Why Rolling Returns Matter More Than Point-to-Point Returns in Fund Analysis
Rolling Returns vs Point-to-Point Returns Investment analysis methods often determine fund performance evaluation, significantly impacting our perception of an asset’s potential. Many investors rely on point-to-point returns,..
Golden Rules to Plan Your Finances
Plan Your Finances Finances can sometimes get confusing, but a good plan makes all the difference – buying your first home, funding your kids’ education or retirement...
How to Read a Mutual Fund Fact sheet: A Simple Breakdown
Mutual Fund Fact Sheet One of the most effective tools for building diversity in your investment portfolio is investment in mutual funds. It’s critical to learn all..
What Is a Basic Service Demat Account (BSDA)? SEBI Rules for Demat Account
Basic Service Demat Account In today’s dynamic financial landscape, small investors increasingly seek cost-effective and inexpensive ways to navigate the investment world. One such empowering tool is..
What is Beneficial Owner Identification Number (BO ID), and why is it required?
Beneficial Owner Identification Number Transparency and accountability are indispensable in dematerialised accounts in the realm of demat while navigating regulatory requirements. BO ID (Beneficial Owner Identification Number)..
