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The Economic Times,
Aug 13, 2020
Broke SIP for poor MF return? This is why you may regret it
In this pertinent and timely article published in the Economic Times today, Harsh Gahlaut, CEO, FinEdge, explains how returns fixation can impact long term savings success, and advises clients on how to frame the present situation to their advantage.
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ET,
Mar 20, 2020
Do you really need family health insurance of Rs 1 crore?
Having a higher cover is good but also be mindful of the fact that it costs money (premium), especially when you have a set household budget and your pocket doesn't allow you to make discretionary expenses beyond a certain limit.
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Morningstar,
Nov 14, 2019
IFAs need to grow their debt fund book
Amidst changing client expectations, emergence of online investing platforms and free flow of information from a variety of sources, the job of an adviser is not merely managing money. They have to set the right expectation among clients, constantly educate them and adapt their business models keeping with evolving trends. Amit Bivalkar, Dhruv Mehta, Harsh Gahlaut and Suresh Sadagopan share how they are navigating their business in a panel discussion moderated by Dhaval Kapadia at the Morningstar Investment Confernce 2019 in Mumbai. Here are edited excerpts.
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Moneycontrol,
Sep 30, 2019
What NRIs must know before investing in India
The lack of awareness of funds to invest in and the intricacies of the local market have often been big hurdles for NRIs.
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Hindustan Times,
Jul 30, 2019
Breaking down debt funds
A debt fund is a mutual fund scheme that invests in fixed income instruments.
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Moneycontrol,
Apr 03, 2019
ou can make your investment journey as smooth as a road journey
Financial planning is a chain of events which are process led and missing out on even one of the links is catastrophic. A comprehensive financial advisor is the key to meeting your financial goals.
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BW Businessworld,
Jan 05, 2019
IIMC Case Research Centre Launches “Finedge: Bionic Advisory For A Digital India” Case Study
IIM Calcutta’s Case Research Center (IIMCCRC) launches, “FinEdge: Bionic Advisory for a Digital India”, case study on FinEdge. The case study is based on FinEdge’s forward approach to the financial planning market.
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Moneycontrol,
Nov 04, 2018
Want to invest in ELSS mutual funds? Use these strategies
ELSS has a lock-in period of 3 years and has the potential to provide you high returns linked to the market.