Financial Planning | Enrichwise

December 1, 2024 Financial Planning Enrichwise Digital

How Much to Save for Retirement: A Complete Guide

Retirement should be a time to relax and enjoy the life you've worked hard to build. But when it comes to figuring out retirement, it’s not always straightforward. One of the first questions to ask yourself is: how much should you save for retirement? Guidelines like the 80% rule can be a helpful starting point, [...]

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 [...]

April 27, 2024 Finance, Financial Planning, Financial Services, Investment Planning, money, Stocks, Mutual Funds, Etf's etc Enrichwise Digital

Top 5 Mutual Fund Mistakes and How to Fix Them!

While mutual funds offer a user-friendly and broadly accessible gateway to stock market participation, even experienced investors can fall prey to missteps that erode their returns. Here are five common mutual fund mistakes to watch out for and tips to avoid them: Not Understanding Your Risk Tolerance: Many investors fall into the trap of chasing [...]

October 28, 2023 Financial Planning, Investment Planning Kapil Jain

What is Familiarity Bias?: The Hidden Factor Affecting Your Investment Decisions

Unveiling the Secrets of Familiarity Bias: The Hidden Factor Affecting Your Investment Decisions Are you confident in your investment decisions? Do you ever wonder why you have a tendency to invest in familiar companies or industries? If so, you may be falling victim to familiarity bias, a hidden factor that can significantly impact your investment […]

September 28, 2023 Behavorial Finance, Financial Planning, Investment Planning Kapil Jain

Mind over Money: Mastering the Mental Game for Financial Triumph

Mind over Money: Mastering the Mental Game for Financial Triumph Introduction We all strive for financial success and stability in our lives, but the path to achieving it can often be challenging. While it is essential to develop a solid understanding of financial strategies and investments, we often overlook the importance of our mindset when […]

June 24, 2023 Financial Planning Kapil Jain

5 Easy Steps that Women Can Act to Focus on Financial Wellness

5 Easy Steps that Women Can Act to Focus on Financial Wellness In this day and age, we see a lot of women in the workforce and making significant strides in their professional careers. Most of these women also take home a hefty amount of salary. Seeing this, we might like to believe that […]

June 11, 2023 Financial Planning Kapil Jain

What is HUF or Hindu Undivided Family

What is HUF or Hindu Undivided Family? According to suitability, there are various ways of doing business in India, but the government has recognized that family businesses should also be regulated and incorporated. Hindu Undivided Family (HUF) is a way of doing family business in a very structured and legal manner, making it possible to […]

February 12, 2023 Financial Planning, Investment Planning Kapil Jain

5 Things to Do in A Volatile Market

5 Things to Do in A Volatile Market Market volatility is not a new concept when investing in the stock market. Volatility technically means the standard deviation of the stock market returns using the mean. In simpler terms, the change in the prices of stocks during a particular period is known as volatility, which you […]

January 21, 2023 Financial Planning Kapil Jain

Why you should do Financial Journey Based Planning with a Goal in Mind?

Why you should do Financial Journey Based Planning with a Goal in Mind? The times were gone when there were only a few selected schemes that existed, and you had to choose one of them. Nowadays, mutual fund houses offer different schemes, and you can invest in these funds as per your financial goal. But […]

December 11, 2022 Financial Planning Kapil Jain

Money Matters: Why Financial Literacy is Important for Women?

Money Matters: Why Financial Literacy is Important for Women Women have always been in charge of the household finances. Still, in recent years they have taken on more financial responsibility outside the home. Financial literacy is important for women because they need to manage their own finances and understand financial concepts to make sound financial […]

Tag Archives: Financial Planning