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It is an established fact at least for the Advisors, that no investment strategy can be conceived without the inclusion of equity irrespective of the clients’ age (most times), family background, income levels and risk tolerance. The most important prerequisite for success with an equity portfolio is diversification. Here I am not considering the outstanding […]
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What’s the first thing that comes to your mind when you hear the word “Financial planning”? Is it Investments and taxes only? then you are not alone. Most of the people perceive financial planning this way only. And this is not their fault; actually this is the way financial planning is being referred to by […]
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Since the 2014 Lok Sabha Elections, the stock market has seen some promising trends that have attracted a number of investors towards equity investments. NIFTY’s movement from 7000 to 8000 has been the second fastest 1000-point rally that market has ever witnessed. Be it because of the policy actions of the government, inflow of foreign […]
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Mental Accounting Human Beings are unique individually but more often than not they behave in similar fashion when it concerns their personal finance decisions. There are some subtle observations that we have observed during our practice which is worth discussing and may have good learning points for our readers. a) Treating money differently based on […]
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In this fast paced technological world, investing has been made relatively easy. You have many ways to invest like doing paper work, going online and even using your mobile phone by sending a short message. This is a change that has to be applauded. But that alone does not help you to become a successful […]
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