Investment Planning | Enrichwise

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 […]

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 […]

May 10, 2020 Financial Planning, Investment Planning Kapil Jain

What should Smart Investors do tide over this COVID crisis ? (Stocks/ MF/ Banks/Home Loans)

What should investors be thinking in the current crisis Here are some of my thoughts on this… These are Winds of Change .. Some people will build walls while others build windmills. You cannot change the direction of the wind. But you can adjust your sails. So stay alert , stay calm, stay focused and […]

December 16, 2015 Investment Planning, Stocks, Mutual Funds, Etf's etc admin

How to avoid investing in MisManaged Companies – Understand Balance Sheet

Most investors keep looking for the magic investing mantra which can keep compounding returns. Many burn their fingers by getting into wrong companies. The first step of successful investing and to avoid investing in MisManaged Companies is to Understand Balance Sheet of a company. A balance sheet, also known as a “statement of financial position,” reveals a […]

November 20, 2015 Financial Planning admin

Resolve to Achieve Financial Freedom in your life!!!!!

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 and […]

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