2025/05/19
STP – Meaning, Types, and Benefits
A systematic transfer plan (STP) can be an option for people who have irregular income or investors who want to invest a lump sum amount.
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2025/05/12
Earn a Second Income with SWP | Smart Investment Strategy for Monthly Cash Flow
An important for future savings is planning for financial independence during retirement and earning additional income to have financial stability.
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2025/05/07
Types and Benefits of SWPs | Smart Investment Withdrawals Explained
Financial planning is an important component of modern life. Investors are constantly looking for efficient investments to maximize their benefits. Additionally, rising inflation requires individuals to find other sources of income.
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2025/05/06
Systematic Withdrawal Plan – Meaning and how it works
A systematic withdrawal plan (SWP) is a scheduled withdrawal process often used for retirement planning. SWPs can be structured in multiple ways to determine payout intervals, which can be monthly, quarterly, semi-annual, or annual.
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2025/05/05
FD or SIP – Which is a Better Investment Option
For decades, FDs have been popular with Indian investors. However, with technical development and financial awareness, investors are seeking more lucrative alternatives that potentially offer higher returns and better control.
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2025/04/30
Benefits of SIPs | Secure Your Financial Future with Systematic Investment Plans
Every investor is faced with the dilemma – lump sum or systematic investment plan (SIP) while considering mutual funds. Both these options have certain advantages and disadvantages. However, the benefits of SIPs for novice investors are significant. Continue to read more about these benefits.
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2025/04/29
SIP – Meaning, how it works, and types
Congratulations! You have taken the most crucial step to secure your financial future. This step is crucial because unlike many others you have identified the importance of investing. The next big step is trying to understand SIP – the smart way to create future wealth.
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2025/04/28
Who Should Invest in Hybrid Funds? Understanding the Benefits and Tax Implications
Discover who can benefit most from investing in hybrid funds. Learn about the ideal investors and the key tax implications you need to know before investing.
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2025/04/23
Hybrid Funds – Meaning, Benefits, and How it Works
Hybrid funds combine debt and equity investments to balance income and growth. These schemes provide regular income via debt instruments and growth via equity investment. The risk-return ratio depends on the equity exposure; higher equity investment means greater risk and vice versa.
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2025/04/22
Who Should Invest in Debt Funds and Tax Implications
If someone asks who should include carbs, protein, or vitamins in their diet, what would you reply? Simple, you would say everyone! Every person needs all types of nutrients but the proportion may vary depending on age, gender, and physical requirements.
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2025/04/21
Benefits of Debt Mutual Funds: Who Should Consider Investing?
Debt funds invest the corpus in fixed-income securities like corporate bonds, government securities, and others. Individuals can invest in these funds for a duration from one day up to three years.
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2025/04/16
Basic of Debt Mutual Funds
The debt market comprises multiple instruments, such as fixed deposits, recurring deposits, mutual funds, and other fixed-income securities. Because debt investments have lower risk when compared with equity instruments, investors with low-risk appetite choose these options. Let us explore debt funds and their types.
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2025/04/15
Types of Debt Mutual Funds: Choose the Right Option for Your Investment Goals
Explore different types of debt mutual funds, from liquid to gilt funds. Understand their features, risks, and who they are best suited for to make informed investment decisions.
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2025/04/14
Maximizing Wealth: Unveiling the Advanced Benefits of Equity Funds
In this advanced exploration, we will delve into the multifaceted benefits of equity funds, unraveling the layers that make them a strategic choice for investors seeking to optimize their wealth accumulation.
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2025/04/09
Unlocking Growth: Who Should Consider Equity Funds in Their Investment Portfolio?
Equity funds are a powerful strategy for creating wealth and growth in the long term. However, determining whether these funds are appropriate for your investment portfolio needs careful consideration of the factors in this blog.
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2025/04/08
Understanding Types of Equity Mutual Funds
In this comprehensive guide, we will delve into different types of equity mutual funds, helping you understand their unique characteristics and considerations and make informed decisions.
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2025/04/07
Basics of Equity Mutual Funds
Equity mutual funds are investment vehicles that invest in a diversified portfolio of equities and equity-related instruments with money pooled from multiple investors.
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2025/04/02
Classification of Mutual Funds in India
Mutual funds pool capital from several investors, which is invested in various asset classes. Investing in mutual funds has multiple benefits; however, before making your decision it is important to understand the various types of funds as investment goals varies from one investor to another.
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2025/04/01
Tax Implications of Mutual Funds
Mutual funds are a popular investment vehicle as these enable investors to meet their financial objectives. Additionally, it is a tax-efficient investment vehicle that makes it another beneficial option.
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2025/03/31
7 Key Benefits of Investing in Mutual Funds | SRH Wealth Management Company in Pune
Discover the top advantages of mutual funds, including diversification, liquidity, and expert management.
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2025/03/26
How do Mutual Funds work?
New investors often have several questions in mind like “How do mutual funds work”? What do asset management companies (AMCs) do with small individual investments?
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2025/03/25
All you need to know about Mutual Fund Investments
A mutual fund is a trust that collects money from multiple investors sharing common investment goals. The amount collected is invested in different assets, such as bonds, equities, money market investments, and other securities. Continue reading to learn more about mutual fund investments.
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2025/03/24
Beat the FOMO – Last Minute Tax Saving Hacks
Are you experiencing FOMO on last-minute tax-saving strategies to save big before 31st March? Don’t worry. Here are five effective and quick strategies that can significantly reduce your tax liability:
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2025/03/11
Your Complete Guide to the Best Structured Products
Are you looking to diversify your investment portfolio with sophisticated financial instruments? As one of the Top Wealth Advisors, we're here to guide you through the world of structured products and help you make informed investment decisions.
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2025/03/03
Understanding SEBI’s New SIF Regulations: Key Takeaways for Investors
A new era dawns offering greater investment flexibility! SEBI’s latest regulatory guidelines on Systematic Investment Funds (SIFs) open doors for sophisticated investment strategies without compromising investor protection and transparency.
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2025/02/13
Riding the Waves of Economic Cycles: Introducing the Invesco India Business Cycle Fund NFO
Business cycle investing adopts a holistic approach, recognizing that economies and industries move through multiple cycles
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