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LATEST BLOGS

10/3/2024

Discovering Market Pulse - Wealthtrust TrendBlend Portfolio


To capture the latest market trends, Wealthtrust Capital Services has launched the TrendBlend Portfolio, functioning on the momentum strategy for investing. This portfolio targets the sectors and companies that are undergoing momentum at a given point in time. With continuous tracking of sectors, the research experts ascertain the sectors that are witnessing a fresh inflow of money.

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9/27/2024

Spotting the Next Multibagger & Build a Multi-Dimensional Portfolio


Complete Guide to Choosing Multibagger & Wealthtrust Multi-Dimensional Portfolio Wealthtrust Capital Services designed a Multidimensional Portfolio to bring investment opportunities having the potential for explosive growth. Launched in March 2024, this portfolio is managed by Wealthtrust Capital Services providing access to high-growth companies with the potential to give multi-bagger returns.

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9/11/2024

Inflation Resistant Portfolio- Beating Bear Markets


Wealthtrust Capital Services has curated the Inflation Resistant Portfolio to keep your portfolio thriving during adverse market conditions. Launched in 2022 and managed by Wealthtrust Capital Services, this carefully selected basket of investments takes a conservative approach, offering a safety net during bearish markets. Though designed to withstand downturns, this portfolio has also delivered strong performance in bull markets, making it a reliable all-weather option.

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7/27/2024

Active vs. Passive Investing: Picking the Winning Formula for Your Indian Mutual Fund Portfolio


The Indian mutual fund market offers a plethora of options, catering to diverse investment styles and goals. But a fundamental choice confronts every investor: Active vs. Passive Investing. Lets delve into these two approaches and help you decide which one aligns best with your investment philosophy for your Indian mutual fund portfolio.

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7/25/2024

The Importance of Managing Personal Finance


Financial independence is a powerful tool that provides security, confidence, and freedom. For women in India, managing personal finances effectively can significantly enhance their lives, allowing them to pursue their dreams and navigate lifes challenges with ease. Lets explore why personal finance management is crucial for Indian women, through relatable scenarios and actionable insights.

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7/22/2024

Financial Tips for Women: Achieving Financial Freedom in India


Financial freedom is a goal that every woman should aspire to achieve. In India, where societal norms and financial literacy levels are still evolving, its even more crucial for women to take charge of their finances. " Financial independence not only provides security and peace of mind but also empowers women to make life choices on their own terms. " Here, we delve into the importance of financial freedom for Indian women and provide eight actionable tips to help achieve it.

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7/19/2024

Women Entrepreneurs in India: Investment Tips for Growing Your Business


In recent years, Indian women have been making remarkable strides in entrepreneurship. From small startups to large enterprises, women are driving change and contributing significantly to the economy. However, growing a business requires not just hard work and dedication but also smart financial planning and investments. In this blog, we will explore key investment tips to help women entrepreneurs in India grow their businesses and how Wealth Trust Capital Services can support you in this journey.

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7/13/2024

The Power of Compounding: How Small Investments Can Grow Big with Mutual Funds in India


The concept of compounding is often referred to as the "eighth wonder of the world" by Albert Einstein. In the world of finance, it holds immense power, especially for long-term investors in the Indian mutual fund market. Lets explore how small, regular investments can snowball into a significant corpus over time with the magic of compounding.

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7/8/2024

The Art of Asset Allocation: Building a Balanced Portfolio for Your Indian Investment Journey


The Indian investment landscape offers a plethora of opportunities, but navigating the various asset classes can be overwhelming. Here at Wealth Trust Capital Services, we believe in the importance of asset allocation - the strategic distribution of your investment capital across different asset classes. This blog explores how to build a balanced portfolio for your Indian investment journey.

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7/3/2024

Understanding Credit Scores: How to Improve Yours


A credit score is a crucial element of personal finance, influencing your ability to secure loans, credit cards, and even rental agreements. For many in India, understanding and improving their credit score can be the key to better financial opportunities and lower interest rates. This blog will explain what a credit score is, why it matters, and provide actionable tips to improve it.

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6/29/2024

What are the Different Types of Equity Investments?


Investing in equities can seem daunting, but understanding the different types of equity investments available can help you make informed decisions and build wealth over time. Lets dive into the world of equity investments and explore what they entail, their various types, associated risks, and who they are best suited for.

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6/26/2024

What does Wealth Management Mean and What Wealth Managers Charge?


Wealth management is a critical service for individuals and families seeking to preserve and grow their wealth. In this blog, we will delve into what wealth management entails, the benefits it offers, and the costs associated with hiring a wealth manager. If you are considering professional help to manage your finances, this article will provide you with the insights you need to make an informed decision .

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6/21/2024

What Is Asset Management, and What Do Asset Managers Do?


Asset management plays a crucial role in helping individuals and organizations grow and preserve their wealth. This blog explores the fundamentals of asset management, its workings, the different types of asset managers, associated costs, and real-world examples. Understanding these concepts can help you make informed decisions about managing your assets effectively.

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6/18/2024

Value vs. Growth Investing: Understanding Different Approaches to Equity Investing


In the world of equity investing, two prominent schools of thought often dominate the landscape: value investing and growth investing. Both approaches have their unique philosophies, strategies, and proponents. Understanding the distinctions between value and growth investing can empower investors to make informed decisions that align with their financial objectives and risk tolerance. In this comprehensive guide, we will delve into the principles of value and growth investing, explore their respective characteristics, and discuss how they shape investment strategies.

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5/10/2024

Building an Emergency Fund Quickly: Strategies for Financial Resilience


Introduction: In todays unpredictable world, having a robust emergency fund is essential for weathering unexpected financial storms. Whether its a medical emergency, job loss, or car repairs, having a financial safety net can provide peace of mind and security during times of crisis. In this comprehensive guide, we will explore effective strategies for building an emergency fund quickly, allowing you to strengthen your financial resilience and protect yourself against unforeseen expenses.

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5/7/2024

The Power of Compound Interest: Building Wealth through Long-Term Equity Investing


If there one financial concept that has the potential to transform your wealth over time, it is compound interest. Albert Einstein famously called it the "eighth wonder of the world," and for a good reason. Compound interest has the remarkable ability to multiply your money exponentially, especially when combined with long-term equity investing. In this blog, we will explore the magic of compound interest and how it can help you build substantial wealth through equity investments.

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5/2/2024

How to research and select the right stocks for investment : A Guide for Stock Research


In the dynamic world of stock market investing, finding the right stocks to invest in can seem like navigating a labyrinth. With countless options available, how does one choose wisely? At Wealth Trust Capital Services, we understand the importance of informed decision-making. Heres a comprehensive guide on how to research and select the right stocks for investment, tailored for the Indian audience.

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4/30/2024

The Basics of Financial Planning: Understanding Your Needs


Financial planning is a comprehensive process that helps individuals and businesses set, understand, and achieve their long-term financial goals through the proper management of their finances. This systematic approach involves evaluating one current financial status, identifying future objectives, and developing a detailed strategy to accomplish these goals. The process encompasses various aspects of finance, including budgeting, saving, investing, and managing taxes and insurance to ensure financial security and peace of mind.

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4/25/2024

How Can I Minimize Risks While Investing in Equities?


Investing in the stock market is an excellent way to build wealth over time, but it comes with its share of risks, especially in the volatile markets often seen in India. However, with careful planning and strategic execution, you can significantly minimize these risks. In this blog post, we will explore practical strategies that can help you secure your investments and potentially enhance your returns when investing in equities.

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4/23/2024

Navigating the Equity Markets: Essential Considerations Before You Invest


Before we dive into the specifics, lets understand what the equity market is. In simplest terms, equity markets are platforms where shares of publicly traded companies are bought and sold. These markets are not just a cornerstone of the modern financial landscape but also a barometer of economic health. For many individuals, investing in equities can be a path to financial growth, offering opportunities to share in the profits of corporations.

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4/20/2024

What are the different equity valuation methods, and how can they be used to identify undervalued stocks?


As financial markets continue to evolve, the need for accurate and reliable equity valuation methods becomes more crucial. For financial professionals, the ability to assess a stock intrinsic value compared to its market price is fundamental in making informed investment decisions. In this blog post, we will explore the various equity valuation methods and how they can be effectively used to identify undervalued stocks, giving investors an edge in the competitive market landscape.

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4/18/2024

What are the benefits of investing in equity?


In the realm of wealth creation, equity investing stands tall as a beacon of opportunity, offering Indian investors a pathway to long-term financial growth and prosperity. In this comprehensive guide, we will delve deep into the benefits of equity investing, demystifying its allure and empowering you to make informed investment decisions tailored to your financial aspirations.

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4/15/2024

Mutual Funds: A Comprehensive Guide for Indian Investors with Wealth Trust Capital Services


The Indian mutual fund industry offers a wealth of investment opportunities for individuals of all financial backgrounds. But navigating this world can seem complex, especially for first-time investors. This article serves as a one-stop guide, addressing all your questions about mutual funds, including their history, structure, types, and how Wealth Trust Capital Services can be your trusted partner on this investment journey.

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4/10/2024

What is SIP and How to Invest in it?


Systematic Investment Plans (SIPs) have emerged as a popular investment avenue for individuals in India seeking to build wealth steadily over time. Despite their widespread popularity, many people still have questions and misconceptions about SIPs. In this blog, we will demystify SIPs and address common questions that individuals may have, helping you understand how SIPs work and how they can help you achieve your financial goals.

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4/6/2024

Efficient Tax Planning with Equity Mutual Funds: Maximizing Returns and Minimizing Liabilities


Tax planning is a crucial aspect of managing your investments, especially when it comes to equity mutual funds in India. By understanding how taxes apply to these funds and implementing effective strategies, you can maximize your returns and minimize tax liabilities. In this guide, we will explain tax planning with equity mutual funds in simple terms, suitable for individuals without a finance background.

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4/2/2024

How to Choose the Right Mutual Fund: Understanding Risks and Rewards


Mutual funds have gained immense popularity among Indian investors as they offer a convenient way to participate in the financial markets while minimizing risk through diversification. However, with a plethora of options available, selecting the right mutual fund can be a daunting task, especially for beginners. In this guide, we will simplify the process of choosing the right mutual fund, focusing on understanding risks and rewards in easy-to-understand language.

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3/29/2024

How to Calculate Returns on Investment in Indian Mutual Funds?


Investing in mutual funds is a popular choice for individuals looking to grow their wealth over time. However, understanding how to calculate returns on these investments can sometimes seem like a daunting task, especially for those without a background in finance. In this post, we will break down the process into simple steps using a suitable example to help you grasp the concept easily.

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3/26/2024

What is Real Estate Investment?


Real estate investment has long been considered a cornerstone of wealth building. It involves purchasing, owning, and managing properties for the purpose of generating rental income or realizing capital appreciation. This article explores the various facets of real estate investment, from its benefits to practical tips for success.

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3/21/2024

How Mutual Funds Can Secure Your Retirement?


Imagine this: You are nearing retirement, free from the daily grind, with enough saved to travel the world, pursue hobbies, and live comfortably. Sounds idyllic, doesnt it? But creating this reality requires planning, and thats where Mutual Funds come in. For many Indians, the concept of retirement planning can seem complex. Recent studies suggest only a small percentage of working adults in India feel confident about having enough money for retirement. This is where Mutual Funds step in, offering a simple and powerful tool to build your retirement corpus.

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3/18/2024

What is Mutual Funds Investment?


Mutual funds have emerged as one of the most popular investment options for individuals seeking to grow their wealth. With their simplicity and accessibility, mutual funds provide an excellent entry point for beginners in the world of investing. In this comprehensive guide, we will delve into the fundamentals of mutual funds, offering insights into their workings, benefits, and how to get started.

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3/15/2024

Navigating the Currents: Investment Opportunities in the Indian Market 2024


The Indian business landscape is a dynamic ocean, with tides of opportunity constantly shifting. As a business owner, staying afloat and charting a course towards growth requires a keen understanding of the financial market. In this post, we will delve into the current trends shaping the Indian market and explore potential investment avenues that can propel your business forward.

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3/11/2024

How To Save Taxes During Tax Season ?


As a salaried individual in India, navigating the intricate landscape of tax savings can be both daunting and crucial for financial well-being. Understanding the various avenues available for tax savings is essential to maximize returns while minimizing tax liabilities. At Wealth Trust Capital Services, we aim to empower individuals with comprehensive tax-saving strategies tailored to their financial goals and aspirations.

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3/7/2024

8 Financial Tips for Young Adults


As a student, embarking on your academic journey is undoubtedly exciting, but it also comes with a host of responsibilities, including managing your finances. While the idea of handling money matters may seem daunting, especially when juggling coursework, extracurricular activities, and social engagements, mastering essential financial skills early on is crucial for your future success and stability.

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9/7/2023

Unique Indian Money Habits


Indians are totally different from the global crowd in terms of their financial behaviour. In layman terms, saving is always preferred first from spending! There is a combination of prudence, innovation, and family values in Indian culture. Hence it is visible in their spending habits as well. Let’s look at a few such factors that differentiate Indians from the rest of the world.

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8/5/2023

3 Uses of Technical Analysis for Long Term Investors


Investors have been traditionally categorised into 2 types - short-term and long-term. Short term investors are actually traders, looking to make quick gains on the market with the goal to create an additional source of income. Long-term investors are essentially wealth builders, looking for undervalued stocks to capitalise on long-term, fundamental market opportunities. There is a third way, which combines both. But before that, let`s understand the first 2 investing approaches clearly.

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7/28/2023

The Dark Side of No Cost EMI and Credit Card Rewards


Social media influencers are being seen promoting the use of Credit Cards and the No Cost EMI or 0% Interest schemes to pay for things we want or need, claiming that they can help us improve our credit score and offer us some benefits.

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7/11/2023

The Rise of India`s Digital Economy: Shaping a Bright and Aatmanirbhar Bharat


India`s digital economy has witnessed remarkable growth, fueled by government initiatives, a thriving start-up ecosystem, and a revolution in digital payments. With increasing internet penetration, social media adoption, and mobile connectivity, India is shaping a way for its Aatmanirbhar Bharat (self-reliant India) vision. The opportunities in e-commerce, fintech, digital education, and healthtech sectors are immense. By investing wisely in mutual funds, venture capital funds, or individual stocks, individuals can participate in India`s digital revolution and contribute to the nation`s progress towards self-sufficiency. The start of the 21st century has been nothing short of amazing, with remarkable transformations happening all around the world. One force that has driven these transformations in the past couple of decades is digitization.

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7/3/2023

Why Gold Should Be Part of Your Portfolio in 2023?


Gold is a valuable asset that can enhance your portfolio in many ways. It can provide protection against inflation, reduce volatility and risk, and offer liquidity and flexibility. Gold is not a substitute for other asset classes but a complement to them. A general rule of thumb is to have 10-15% of your portfolio in gold for diversification and stability.

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6/23/2023

Assessing Your Mutual Fund Portfolio


Assessing your mutual fund portfolio is an important part of managing your investments. It is important to keep tabs that your investments are aligned with your plans and make sure that you are getting the most out of them. Knowing how to assess a mutual fund portfolio or any investment can help you understand your investments better. By understanding the different components of a mutual fund portfolio, we can be aware of our investment positions.

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6/15/2023

The Role of Behavioural Finance in Wealth Management


Wealth management is not just about investing money in different assets and expecting them to grow exponentially over time. It is also about understanding how investors think and feel, and how their emotions and behaviours can affect their investment decisions. This is where behavioural finance comes into play. Behavioural finance is the study of how human emotions and biases affect financial decisions. It is a relatively new field that has gained a lot of attention in recent years, and it is becoming increasingly important in wealth management. In this article, we will explore the role of behavioural finance in wealth management and how it can help investors achieve their financial goals.

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12/30/2022

Get Set Go, on a spree in 2023!


The year is coming to an end and the WealthTrust team is all set to greet 2023 and its challenges with more wisdom, warmth, accuracy, and courage. But before that, let`s reminisce and celebrate the big and small achievements of 2022.

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12/19/2022

Good Thing Going


To assess a country`s economic health, we look at its GDP and GDP per capita. The GDP is a monetary measure of the total value created in the economy in a given year. Read on to understand our recent takeaway on India`s GDP growth.

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8/30/2022

Women Creating a Financial Legacy


Women are breaking the glass ceilings to reach the top across all fronts - Media, Politics, Sports, Science, Corporate, Technology, Finance, and Investments. Women make great financial managers, but there is still a lot to be done

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10/29/2021

How to select the right financial advisor


A good financial advisor can help you minimise your loss, manage your costs, and focus on your life goals. Financial advisors are not just for the wealthy. Anyone who wants to get their personal finances on track and have long-term goals to achieve should take the help of a financial advisor.

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9/13/2021

Infrastructure in India – a snapshot


Infrastructure is a key industry for the overall development of the Indian economy and enjoys focus from the government via policies created to develop world class infrastructure in India. Infrastructure sector includes power, bridges, dams, roads, and urban infrastructure development.

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8/13/2021

Sovereign Gold Bonds


Investing in gold by buying gold coins, biscuits, or even jewelry is very common in India. However, the new generation finds it increasingly cumbersome to buy physical gold. Sovereign Gold Bond (SGB) and Gold ETFs are the solution.

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7/23/2021

Investment Options in India


Everyone wants to invest money and accumulate wealth to fulfil their life goals. And there is a realisation that savings alone will not help. But, when it comes to where to invest, there is a lot of confusion. Primarily because there is lack of understanding on the parameters one should consider before investments and also a lack of awareness of all the investment options available today in India.

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6/30/2021

Investments of the Wealthy Indians


Many of us often wonder how the wealthy Indians have accumulated and invested their wealth. What have they done right? What strategy have they adopted, and what investment products they prefer?

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6/4/2021

How to create Wealth


Wealth could mean different things to different people. Some say ‘health is wealth’, for some wealth is the ability to live life on their own terms, and for others it means being able to achieve all their financial & life goals.

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4/30/2021

Sugar Industry in India


India is the second-largest producer of sugar and is also the largest consumer of Sugar in the world. This industry is critical for the country as it is the second-largest agro based industry in India, meets the local demand for sugar, and also provides support to millions of farmers.

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4/3/2021

The best way to invest for your Retirement


Retirement is like the second innings of life. We all dream of those days when we no longer need to work 9-5 jobs, but instead can tend to our gardens and read books or just travel. But, a good retirement requires hard work and planning. While most of us work hard, how many are really planning for it?

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3/9/2021

Oil & Gas Sector-an industry outlook


Oil and gas sector is among the eight core industries in India. India is on the trajectory of becoming the world’s fastest growing energy market-- supported by growing demand, rising investments, and government support.

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2/2/2021

Tax Planning


As March comes nearer and the current financial year is about to come to an end, people rush to file their taxes. With over-burdened accountants, sometimes the most efficient tax planning is not possible. Hence, it is important that everyone has a basic understanding of how to plan their Taxes.

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1/20/2021

Why loans are less expensive in the long


No debt is a good debt is a myth that is widely believed by people who are strictly against taking a loan. However, let us see why this thought is not completely true, and how loans can be less expensive in the long run.

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12/24/2020

Celebrating 5 years of WealthTrust


It has been 5 years since WealthTrust Capital was incorporated. A journey filled with ups and downs, successes and failures, and many team meetings with cups of coffees

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12/18/2020

Asset Classes


Each asset class is unique in a way. It cannot be replaced by another asset class. Moreover, taxation, liquidity, risk, tenure, volatility varies from one asset class to another. Investment advisors therefore recommend diversifying portfolios across asset classes to maximise returns and minimise risk

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12/17/2020

Financial Independence of Women


Financial Independence is an integral part of being strong independent women. But what is financial independence for women? What does it mean? And how to achieve it?

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12/16/2020

Myths


Investment Myths are assumptions about the time, risk factors, expected returns, etc. that prevent many to make good investments.

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12/15/2020

Life Insurance: A Security not an Investment


Life insurance as product is confused by many. It should be treated as a pure risk product which reflects your income and can take care of your family’s expenses. It is not just important but necessary to have a Life Insurance Policy for the earning members of the family.

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12/15/2020

Inflation


People who save often forget to take into account inflation - the growing prices of various products, both essential as well as non-essential. Inflation in turn affects the purchasing power of their savings.

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