With the rise in personal wealth and the need for sophisticated investment solutions, High-net-worth Individuals in India are seeking professional services to manage their investments such as Portfolio Management Services. Besides, the number of HNIs in India is expected to grow to 3.3 million by 2025, with a total wealth of $5 trillion, creating a… Continue reading What are Portfolio Management Services? How Do Portfolio Management Services Work?
Category: Blog
Everything about the Overdraft Loan, Pros and Cons of Loan Against Shares
We all have financial goals and aspirations, but sometimes we need a little help to achieve them. This is where loans come in, providing us with the funds we need to invest, expand our businesses, or pursue our dreams. However, not all loans are created equal, and finding the right financing option can be a… Continue reading Everything about the Overdraft Loan, Pros and Cons of Loan Against Shares
Recovery of Lost or Forgotten Investment from IEPF
Are you one of those who invested their hard-earned money in different financial instruments and then forgot about it? You are not alone. Many people tend to lose track of their investments due to the complexity of the investment process. But the good news is that you can recover your lost or forgotten investments with… Continue reading Recovery of Lost or Forgotten Investment from IEPF
What are Alternative Investment Funds? What makes them the preferred High Yield Investment products?
As the world of investments evolves, the hunt for high-yield investment products becomes increasingly competitive. With traditional investment vehicles like stocks and bonds reaching their saturation point, new-age investors are turning to more unconventional avenues to diversify their portfolios. One such avenue is the Alternative Investment Fund (AIF), a relatively new category of investment vehicles… Continue reading What are Alternative Investment Funds? What makes them the preferred High Yield Investment products?
Unclaimed Money in Mutual Funds, How Can Investors Claim It Back?
Money, like a boomerang, has a way of finding its way back to you. However, when it comes to investments, sometimes that return journey can get lost in the shuffle. Mutual funds are a popular investment option in India, and unfortunately, many investors are unaware that they have unclaimed money in mutual funds. But what… Continue reading Unclaimed Money in Mutual Funds, How Can Investors Claim It Back?
Significance of Diversification in Wealth Management
Ever wondered how successful investors manage to build and maintain their wealth over time? The secret lies in diversification – the practice of spreading one’s investments across a range of different asset classes to minimize risk and maximize returns. The true sense of diversification lies in a comprehensive suite of financial solutions ranging from traditional… Continue reading Significance of Diversification in Wealth Management
07 Types of Alternative Investments Everyone Should Know in 2023
The investment landscape has undergone a significant transformation in recent years since traditional investments like stocks and bonds are no longer the only game in town! As we move further into the 21st century, investors need to be open to new investment vehicles to stay ahead of the curve. Alternative investment funds (AIFs) have emerged… Continue reading 07 Types of Alternative Investments Everyone Should Know in 2023
Get Funding from your Investments with Loan Against Securities
As the old saying goes, “money talks” and investing in securities is a wise way to make your money speak volumes. With benefits like diversification, long-term growth, and additional income streams, it is no wonder why so many investors turn to securities. But did you know that it can also help you get funds when… Continue reading Get Funding from your Investments with Loan Against Securities
Budget 2023 Updates on Finance Bill, Tax Implications and Best Investment Options for NRIs in India
The Indian government has spoken, and the eagerly anticipated Union Budget for 2023 has brought with it several exciting changes that will have a significant impact on businesses and individuals across the country including the NRIs. The Finance Bill of 2023 has been designed to stimulate economic recovery, simplify the tax system, and provide much-needed… Continue reading Budget 2023 Updates on Finance Bill, Tax Implications and Best Investment Options for NRIs in India
How to take Advantage of High-Interest Rates on FDs While Paying Minimal Tax?
As savers and investors, we are all on a quest to maximize our returns while minimizing our risks. As of today, with current low-interest rates and inflation eating away at our purchasing power, it is more important than ever to find ways to earn better returns than on our savings. So, what next? One option… Continue reading How to take Advantage of High-Interest Rates on FDs While Paying Minimal Tax?