Strategy | Enrichwise

June 14, 2025 Financial Planning, Strategy Enrichwise Digital

FD vs SIP: Which is better in the long-term?

For decades, the average Indian saver has relied on fixed deposits for one simple reason: they feel safe. The interest is guaranteed. The outcome is predictable. But over the past few years, people have begun to ask better questions. Is this enough? Am I actually growing my wealth? Can something else do more for me? [...]

June 12, 2025 Strategy, Tax Planning Enrichwise Digital

Can You Buy Property in Wife’s Name to Save Tax?

Many Indian families consider whether they can buy property in wife’s name to save tax. It sounds strategic, especially if the wife has little or no income. The assumption is that rental income or capital gains arising from such property will be taxed in her hands, reducing the overall tax burden on the family. But [...]

November 16, 2024 Strategy, Uncategorized Enrichwise Digital

Proven Strategies to Thrive During Market Volatility

In today’s ever-changing investment world, market volatility is the new normal. For investors—especially those managing their own portfolios or relying on basic strategies—unexpected market swings can lead to confusion and stress. Learning how to handle these fluctuations is key to staying on track with your financial goals. The History of Market Ups and Downs Over [...]

October 28, 2024 Stocks, Mutual Funds, Etf's etc, Strategy Enrichwise Digital

Asset Allocation 101: Why Rebalance During Market Highs

Many people are unaware of the risks of not rebalancing their portfolio during market highs. Effective asset allocation is crucial in such times. Let’s assume, over the last four years, your portfolio has consistently delivered an impressive 20% CAGR (Compound Annual Growth Rate). But suddenly, in the 5th year, the market drops by 20%. In [...]

August 10, 2024 Behavorial Finance, Stocks, Mutual Funds, Etf's etc, Strategy Enrichwise Digital

How to Market-Proof your Investment Strategy?

The world of mutual funds is ever-changing. But one principle stands the test of time: disciplined investing. While it's tempting to try and outsmart the market, maintaining a steady course is by far the surest path to achieving your financial goals. Understanding Investment Discipline Investment discipline basically means adhering to a well-defined investment plan, regardless [...]

February 20, 2022 Financial Planning, Investment Planning, Strategy Kapil Jain

What are the 7 Practical and Powerful SIP Applications for Your Investment Journey & Salaried Employees !!

Speaker – Kapil Jain Investor / Founder – Enrichwise / IIM Gold Medallist / 20+ yrs Stock Market / Fin Svcs / Guitarist.. (Wannabe) Kapil Jain (Director – Enrichwise Financial Services Pvt Ltd) was invited as a Distinguished Speaker on Financial Awareness for Employees of MESSER India on Jan 22. Messer Cutting Systems is the […]

January 5, 2016 Management, Strategy, Value Investing admin

Why every aspect of business is about to change ? ~ Article from Fortune

What better way to start new year than analyzing the past ? A Brilliant Summary of changes that is going to hit us one way or other sourced from www.fortune.com Why every aspect of your business is about to change Geoff Colvin Imagine an economy without friction-a new world in which labor, information, and money move […]

October 27, 2012 Quotes, Strategy admin

The essence of strategy ~ Porter

The essence of strategy is choosing what not to do. ~ Michael Porter Business, Investing & Leadership Quotes

June 19, 2012 Strategy admin

What is Strategy ~ Classic Porter Article ~ In a Nutshell ~ A Collage

What is Strategy ~ A Classic Porter Article ~ Presented in A Nutshell ~ A Collage… Enjoy..

June 16, 2012 Strategy admin

Strategy: Evolution of its themes

500 BC: Chinese General Sun Tzu, from The Art of War: “The highest form of victory is when the enemy gives up.” The Civil War and thereafter: the first organizations. The 50s and Post WW II: Financial control through operating budgets, discounted cash flow. The 60s: The corporate planners; Diversification and synergy, “the future […]

Category: Strategy