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We live in this modern-day era where change is the only constant, and the investment world is no different. Economies worldwide are more connected than ever. As a result, many investment options are available to investors. Furthermore, technological advancements are beyond belief, making investing highly convenient. Any investment opportunity is just a click away. However,…
In conclusion, financial planning focuses on accumulating corpus while earning money. In retirement planning, you make the best use of the retirement fund. It is simple, but it is easier said than done, hence this deep dive. By design, financial planning determines savings and makes suitable investments when you work. On the other hand, you…
The stock market attracts investors in large numbers, called direct investors. Similarly, some investors participate via the indirect route like mutual funds. The euphoria caused by rising indices and the fear of missing out (FOMO) is amongst the most popular reasons for mounting direct retail interest in the stock market. Of course, investors desirous of…
Financial planning is about wealth creation and having enough money for the non-earning years of life. Also, financial planning is about having money (and enough of it) when you need it. Therefore, it is essential to understand and follow the step-by-step process. But, of course, it is always easier said than done, especially for those…
Demat account, aka dematerialized account, holds the shares, securities, bonds, etc., in electric format. Dematerialization, or converting physical shares into electronic form, makes share trading easy and highly convenient. So here is all you want to know about the Demat account – What is a Demat account? How to open a Demat account? What are…
Financial planning is an essential part of one’s life journey. A large group of us, commonly referred to as the middle-class, at times are unable to find financial solace. Lack of stability could be due to several reasons, such as incurring inadvertent expenses, not setting the right monetary objectives or turbulent inflows. Therefore, we have…
This question is multidimensional, and the answer depends on where the person is in their journey as an investor. The answer is unique to each individual and cannot be generalized. Let us begin with the basics to help understand which is better between stocks vs mutual funds. Buying a stock is equal to investing in…
Often heard or experienced, one person got the shares in an IPO while the other did not. Ever wondered why this discrimination when all the parameters were the same? Is there someone inside who chooses whom to allot shares? Ever wondered about the share allocation process for retail investors in an IPO? First of all,…
To achieve financial freedom is one objective close to my heart, like many of you. We all know something about financial independence and work towards the same. But, only a handful succeed to achieve true financial freedom in India. The focus here is to break the process into clear steps and help you strategize for…