Personal Finance

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The Essential Guide to Lifetime Portfolio Creation

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  The Foundation of Wealth Building: Identification of Relevant Mutual Funds Creating a robust investment portfolio is foundational in the journey toward wealth creation. An essential aspect of this process is identifying mutual funds that align with your financial goals, risk tolerance, and investment timeline. Effectively choosing the right mutual funds can significantly influence your …

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The Hidden Advantage of Term Plans with Monthly Premiums

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Why Monthly Term Insurance is Beneficial When it comes to choosing a term insurance policy, it’s important to consider the long-term financial benefits. In the case of my nephew Diwakar (Age-37years) with 30L yearly package, opting for a monthly premium plan till the age of 85 years can be much more advantageous even though it …

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The Path to Financial Independence: A Journey Towards Freedom

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Introduction Greetings, friends and well-wishers! Today, I want to embark on a journey with you towards a life of financial independence. Picture this: no more sleepless nights worrying about bills, debts, or retirement. Instead, imagine a future where you have the freedom to pursue your passions, take risks, and live life on your own terms. …

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Are Focus Funds the Right Choice for Wealth Creation?

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Focus funds have become a popular concept in the world of investing, introduced by index funds and later adopted by 12 AMCs. These funds select a group of stocks from a NIFTY index based on their liquidity and market cap, regardless of the performance of the broader market. The goal of focus funds is to …

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Investing as per the Phases of Your Career and Life

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Investing as per the Phases of Your Career and Life When it comes to investing, it’s important to consider the different phases of your career and life. As you progress through different stages, your risk appetite, time horizon, and financial goals may change. By understanding these phases and adjusting your investment strategy accordingly, you can …

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