Retirement Planning

Retirement planning is the process of setting financial goals and creating a strategy to ensure a comfortable and secure retirement. […]

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Children’s Education

Educational expenses can be a significant financial burden for parents, whether their children choose to study in India or abroad. […]

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Vacation Planning

Vacation planning is the process of organizing and preparing for a trip or holiday. It involves making decisions about where […]

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Mutual Funds– A lot more to understand

Mutual funds are even now is a misunderstood product among the rural public because the lack of good advisors and the public misunderstand with the Unit Linked Insurance Products. A mutual fund is a collective investment vehicle where the resources of a number of unit holders are pooled and invested as per the objectives of the Scheme. A Mutual fund is set up as a Trust which supervises the function of an Asset Management Company which manages the investments collected in mutual fund schemes. It includes Professional Management, Diversification, Regulated operation by SEBI, Higher return, Transparency, Liquidity, Tax benefits, Flexibility  etc. It is a very transparent medium among all the investment vehicles and aim to the benefit of Unit holders as it is set up as a Mutual Fund Trust.

Actually. Mutual fund is not only for equity class, but also it is suitable for all investors according to their time frame taking into account of debt instruments…We need to transit from Fixed Deposit from banks to more profitable asset classes…

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