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FIVE INVESTMENT OPTIONS TO MAKE MONEY IN THE SHORT TERM

January 27, 2022 By Smriti Leave a Comment

Do you have some funds you wish to invest for a short term to achieve your short-term investment goals? Short-term goals could be anything that can achieved within a span of three to five years. These goals could be anything from paying your child’s tuition fees to restocking your emergency fund to buying a new phone to planning a vacation, to renovating your house, etc. But where should you invest these funds? In this article, we will understand different investment options that can help you … [Read more...]

WHAT IS A MUTUAL FUND AND HOW DOES IT WORK?

December 21, 2021 By Smriti Leave a Comment

Wise Investments for Every Family in India

Irrespective of you being an old or new investor, you must have surely stumbled across the term mutual fund investments. You must have been advised by your friends or financial advisor to invest your capital in mutual funds to achieve your financial goals. These goals could be anything from planning a trip to funding for your child’s education to buying a house or car to saving for your retirement. But, what is a mutual fund? And how does it work to fulfil your financial goals. In this article, … [Read more...]

HAVE A MUTUAL FUND SIP? YOU MUST REVIEW IT FROM TIME TO TIME. HERE’S WHY

November 27, 2021 By Smriti Leave a Comment

When we are young and single with no financial dependents or any other type of responsibilities, we have certain goals in life. These goals revolve around going on exotic vacations, owning a superfast car or bike, or the latest smartphone, etc. However, as we grow old and are exposed to certain responsibilities with growing family, these old goals are replaced. Now, an individual is more focused on providing to their family by ensuring that they own a house, educational expenses of children, … [Read more...]

Tax Saving: 5 Ways to Save Income Tax In 2021

November 22, 2021 By Smriti Leave a Comment

Year end is approaching and people are on the look-out to work on tax savings. There is nothing uncommon or new in this. Past year trends indicate that individuals get active to save taxes during the financial year end. That is the time they look out for a tax saving plan to help them strategise their investments. But those who fail to understand the relevance and benefit of tax saving strategies end-up wasting a lot of money unnecessarily.  Manish asked his financial advisor, Prateek, to … [Read more...]

Insurance Brokers: Their Roles, Tasks, and Expertise

October 25, 2021 By Smriti Leave a Comment

Insurance Brokers

Your insurance broker’s aim and purpose is to help you with all your insurance needs. It’s best that you fully understand the nature of their work to enable you to know what and what not to expect when it comes to their services. This article will discuss: what an insurance broker is the different types of insurance brokers the work activities of insurance brokers and the required degrees and certificates for all insurance brokers What is an insurance broker? An insurance … [Read more...]

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