asset allocation | Enrichwise

September 13, 2022 Financial Planning, Retirement Planning Kapil Jain

5 Elements that affect your Asset Allocation

5 Elements That Affect Asset Allocation Asset allocation is like the art of cooking. And just like with cooking, there are numerous elements such as the recipe, the ingredients you’re using, and external factors that affect your end product. This blog post will discuss six elements that affect our asset allocation. We will discuss why […]

August 6, 2022 Investment Planning, Tax Planning Kapil Jain

Why Debt Funds score over FD’s and Should you Invest in Debt Mutual Funds or FDs?

Capital safety, the rate of returns, lock-in period and taxation are some of the key features those can help you select between debt mutual fund and fixed deposits. When it comes to investing, for many of us safety comes first and returns come second. After all, no one wants to play gamble with his or […]

May 7, 2022 Financial Planning, Investment Planning, Retirement Planning, Stocks, Mutual Funds, Etf's etc Kapil Jain

What are the 3 Asset Allocation Strategies Which Every Investor should know?

3 Asset Allocation Strategies That You Need to Know Most of us want to reduce the risk and get a better outcome in our investment portfolio or other areas of life. And, one of the ways to improve investment returns is through asset allocation. Asset allocation is an investment strategy that involves investing in a […]

April 4, 2022 Financial Planning, Financial Services, Investment Planning Kapil Jain

What are the 5 Things To Do as Investor At The Start Of The Financial Year?

5 Things To Do At The Start Of The Financial Year The new financial year 2022-2023 is here. If you want to become disciplined with your finances, doing certain things at the start of a new financial year can simplify your financial planning needs. Here are five things that you need to do at the […]

January 2, 2017 Financial Planning admin

Resolve to achieve Financial Freedom in your life!!! #Replug

#Replug Martin Seligman author of ‘Authentic Happiness’ and research psychologist has said that there are three parts to happiness : Pleasures, Engagement and Meaning. Pleasure is the feel good part, the short term happiness of material possessions in life. Engagement refers to good life involving work, friends, family and hobbies. Meaning is using our time […]

October 13, 2012 Stocks, Mutual Funds, Etf's etc admin

What are debt funds ~ Know more about this important asset class

Many investors are ignorant of the advantages of investing debt funds investment avenue as an asset class. They prefer to keep funds in FD’s and other traditional debt instruments like PPF/KVP’s/NSC/Post Office etc ~ primarily due to lack of knowledge. This post will throw some light on the different kinds of debt funds and […]

October 9, 2012 Quotes, Stocks, Mutual Funds, Etf's etc admin

Warren Buffett on Investing in Gold

Buffett’s disdain for gold as an investment asset is very well known. Here is a quote from one of the world’s greatest investor on investing in Gold : Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand […]

May 25, 2010 Investment Planning, Stocks, Mutual Funds, Etf's etc admin

Investing in Mutual Funds because they are less risky?

. Most of the investors begin investing using Mutual funds. I am surprised when many people come to me and ask my advise for investing in Mutual Funds rather than equities because they perceive investing in Equity oriented Mutual Funds to be much safer than investing in equities directly. If you think so, Think again!! […]

May 19, 2010 Financial Planning, Investment Planning, Stocks, Mutual Funds, Etf's etc admin

You can SIP in stocks – The 10 Steps

. SIP or Systematic Investment Planning is a concept. It means that you periodically invest your money. It inculcates discipline, takes out the emotional part of decision making and allows you to seamlessly participate in investing. However, many people associate or assume that Sipping is available only with Mutual Funds. Thereby, they miss the whole […]

March 19, 2010 Financial Planning, Investment Planning admin

Costly Investment Mistakes to avoid at all costs – Part III

. In the process of investing, one often makes mistakes. Here are some of the most common investing mistakes which investors generally make and some of which even I had made in the earlier part of my investment years Of course, learning from the mistakes, continually, the investing experience has truly been rewarding experience. You […]

Tag Archives: asset allocation