lessons from charlie

Lessons from the Life of Charlie Munger: Insights on Personal Finance and Investing

Learn from the life and career of Charlie Munger, one of the most successful investors and business leaders of the 20th century. Discover the key lessons on personal finance and investing, such as the power of compounding, the importance of patience and discipline, the importance of a long-term perspective, the importance of diversification, and the importance of rational thinking.

7 mistakes to avoid in mutual fund investing

7 mistakes to avoid before investing in Mutual Funds

Understand the importance of researching the fund, understanding the risks, diversifying your portfolio, avoiding timing the market, considering your investment goals, monitoring your investments, and understanding the tax implications.

Home loan rate reduction

Things to know before a home loan balance transfer

Before you transfer your home loan, learn about the reasons why borrowers do it and what to consider. Find out how a home loan balance transfer can save money on interest and offer better terms, or improve customer service. Know the fees and impact on credit score before deciding if it’s right for you.

why need a plan

Why you need a financial plan and how to make one

Our comprehensive guide covers everything you need to know about why having a financial plan is important and how to make one. We discuss the benefits of financial planning, the steps involved in creating a plan, and how to track your progress.

role of bonds in portfolio

The Role of Bonds in a Diversified Investment Portfolio

Learn about the benefits of including bonds in a portfolio, types of bonds and factors to consider before investing. This article discusses the importance of having bonds in a well-diversified portfolio to balance risk and returns.

why you need financial advisor

Why you need a Financial Advisor in India?

In this blog, we explore the benefits of working with a financial advisor and how they can help you make informed decisions about your financial future. From creating a budget and investing for the future to navigating complex financial products, a financial advisor can provide expert guidance and support.

International Funds

Should International funds be part of your portfolio? Consider Pros & Cons

Explore the potential benefits and risks of including International Funds in your investment portfolio in India. Learn how it can provide diversification, exposure to developed markets, different currencies, and how it can also come with risks like currency fluctuations, political and economic instability, higher fees, and limited options.

Biases in Investments

Some of the common Investment biases you should know

Learn about the most common investment biases and strategies to overcome them in this comprehensive guide. Discover how to make more informed and objective investment decisions by understanding the impact of cognitive biases, social influences, and emotional factors on your investment choices.

conflict of interest in investment advice

Understanding Potential Conflicts of Interest in Financial Advice

Financial advisers can play a crucial role in helping you make informed investment decisions, but it’s important to be aware of potential conflicts of interest that may affect their recommendations. In this blog, we discuss some of the common conflicts of interest that you should be aware of and provide tips for protecting your best interests when seeking financial advice.