While investing in Mutual Funds, you go through fund reviews, watch funds performance, track historical performance, find out what experts have to say and based on that decide if you wish to buy the fund. In short, buying a fund… Read more
Category: Education
How To Pick a Good Mutual Fund
Are you thinking about investing in a mutual fund, but aren’t sure how to go about it or which one is the most appropriate based on your needs? You’re not alone. However, what you may not know is that the… Read more
5 Things you can do with your savings
John Jacob Astor, a famous American businessman, trader and investor once said, “Wealth is largely the result of habit.” If you save and invest your money wisely, even demonetisation cannot affect your money or prevent you from earning profits. Here… Read more
Life Insurance Leads – Should You Buy Them?
Should you buy life insurance leads? Unless you have some other form of income while you’re building your own lead-generation machine (via your website, referrals, etc.) you need to make some money. There’s nothing wrong with buying some quality life insurance… Read more
Your Child’s College Education Needs An Investment Action Plan
“I used to pay about a thousand rupees per semester when I did my engineering in 1996”, said our head of technology recently. We were talking about the cost of education these days as he has a couple of young… Read more
4 LinkedIn Tips for Financial Advisors
Here are my tips for financial advisors who are looking to improve their LinkedIn presence: 1. Change your LinkedIn headline. Marketing should always be about how you can serve your prospects. People don’t care about what you do; they only care about… Read more
Top 10 Best Books for Insurance Agents
What are some of the best books for insurance agents? I try to read at least one book every few days (at least one per week) and the vast majority of my reading revolves around business, self-improvement, sales, and marketing…. Read more
What should be your time-frame and return expectation with equity funds?
Most of you, when you started investing, would have heard your advisor tell you that equity funds are not meant for the short-term. We say this because, equity markets and therefore equity funds, are volatile in the short-term. That means… Read more
Financing Goals through Mutual Funds
Every individual has dreams and aspirations in life. These goals take us ahead in life and help shape our future. Yet, despite our individual differences, the goals often are not altogether that different. For instance, owning a home is a… Read more
Risk Tolerance
The matter of risk is always surrounded by two general questions and these questions are interchangeable. The first important question is how much risk can you handle psychologically? And the second question is how much risk should you take on?… Read more