Namrata Singh, CFP & Chaitali Shah, MA (Economics) Asset allocation - the process of distributing investments across various asset...

Namrata Singh, CFP & Chaitali Shah, MA (Economics)   The Union Budget for 2024-25, presented by Nirmala Sitharaman on 23rd July 2024,...

Namrata Singh, CFP & Chaitali Shah, MA (Economics) Debt funds are mutual funds that invest in a variety of debt securities such as...

Exterior finance is as important as interior finance.  Exterior finance is the cognitive information about the exterior aspects of money...

Do you know where we get out money beliefs from ❓ While growing up as kids we learn from our family, friends and all those around...

- Chaitali Shah If you have identified your hidden money beliefs, it’s time for you to evaluate whether they are working in your favor...

When was the last time you got your wealth check-up done? Everyone talks about getting their health check-up done once a year after they...

Namrata Singh, CFP & Chaitali Shah, MA (Economics) Equity Mutual Funds allocate their funds into stocks of various companies. According...

Namrata Singh, CFP & Chaitali Shah, MA (Economics) The financial year is coming to an end in one week. If you are yet to finalise your...

Namrata Singh, CFP & Chaitali Shah, MA (Economics) A Mutual Fund is a collective investment vehicle managed by a professional fund...

Namrata Singh, CFP & Chaitali Shah, MA (Economics) A real-life story An old lady named Mrs.Veenu Shah – aged 68 years had lost her...

Namrata Singh, CFP & Chaitali Shah, MA (Economics) What is a Critical Illness? Critical illness is a serious health condition like Heart...

by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Health insurance is a type of insurance that covers medical expenses that arise due...

An emergency fund is an amount set aside to tackle unforeseen circumstances or emergencies. It helps one create a financial cushion and stay

Budget 2022-23 was presented by the Finance Minister – Ms Nirmala Sitharaman on the 1st February 2022.

National Pension System (NPS) is a voluntary, defined contribution retirement savings scheme.

by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Pradhan Mantri Vaya Vandana Yojana(PMVVY) is a pension scheme announced by the...

by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Kisan Vikas Patra (KVP) is a government-backed small savings scheme that guarantees...

by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Public Provident Fund (PPF) was introduced in India in 1968 with the objective to...

by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Sukanya Samriddhi Yojana (SSY) was launched by the Government as part of the Beti...