Investment 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 [...]

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 [...]

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 [...]

September 3, 2022 Financial Planning, Investment Planning Kapil Jain

How Can Millennials Start Saving?

How Can Millennials Start Saving? Investing seems like rocket science for a millennial, but it’s not. So let’s understand who millennials are? Millennials belong to that age group who were born between 1981 and 1996. There were times when savings were the priority, and taking debt was like a sin. Nowadays, easy access to loans […]

August 13, 2022 Investment Planning Kapil Jain

Where can Debt Fund Investors Invest in a Rising Interest Rate scenario?

Where can debt mutual fund investors invest in a rising interest rate scenario? . The Reserve Bank of India, in its bi-monthly monetary policy held in June, hiked its key interest rate by 50 bps. This comes on the back of a 40 bps hike done between the policy meet, taking the total hike of […]

June 12, 2022 Retirement Planning Kapil Jain

Why you shouldn’t depend only on EPF for your retirement?

Why you shouldn’t depend only on EPF for your retirement? When most people think of retirement, they think of employer benefits like Employee Provident Fund (EPF). While this is a great option, but it is not the only one. You can supplement with other investment options such as mutual funds. This blog will highlight […]

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 23, 2022 Financial Planning, Investment Planning Kapil Jain

How Mutual Fund Investment Can Help You During Emergencies? What is Loan against Mutual Funds?

How Mutual Fund Investment Can Help You During Emergencies Preparing for emergencies is the first step in any financial plan. Having a certain amount of money parked in a savings account or liquid fund can help to tide over difficult scenarios. However, sometimes, the emergency fund may not be enough. And, you might have to […]

April 16, 2022 Investment Planning Kapil Jain

How couples can plan investments in Mutual Funds?

4 Things That Couples Should Keep in Mind While Investing In Mutual Funds If you are married, you may spend a lot of time with your better half, helping them solve their problems, planning vacations or just relaxing at home. However, couples also need to discuss investments as well. And, mutual funds are a popular […]

Tag Archives: Investment Planning