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Difference between Tax Exemption, Tax Deduction and Tax Rebate?

Tax is the biggest worry for most of us. Like me, there are many who do not understand the process and are worried about how to get through this during this time of the year. We either hire an expert...

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Diversification in Mutual Funds Done Right!

All of us have heard the famous saying “Don’t put all the eggs in one basket”. All the financial experts keep using this line every time they mention diversification. What is diversification? Simply put, it means spreading your investments across...

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I am 30+ but have Made no Investments

When you turn 30, priorities change. You may have a family to look after and your current salary might not exactly pay the bills for your ideas of a comfortable future. Let’s avoid any untoward situation with Upwardly. How? We...

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Financial Planning: Millennials vs. Older Generations

Generation Y or popularly known as Millennials, are the best example for the right place and right time. Having born during 1977-1995, they are in the generation where the start-up economy is budding, and the markets and financial assets are...

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Will my losses actually turn into profit in long term?

Are your investments giving you negative returns? We have been advising to invest for long term. There might be short term losses, but in long run you are likely to make very good returns. Some of you asked for a...

Personal Finance & Investment Insights


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    Difference Between Investment & Saving

    Investment and Saving When you meet a financial advisor, you’ll hear these two words saving and investing for sure. Often, Saving and Investing are used interchangeably, however, both are different. Saving is the excess money set aside for emergencies or...

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    Investing 101 for your 20s

    When you’re in your 20s, saving and investing money are probably the last things on your mind. You’ve got your first job, and all you want to do is spend your salary on parties, gifts and dinners. But the secret...

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    Mistakes New Mutual Fund Investors Make

    When it comes to handling finances one is always committing mistakes. The first mistake is when we fail to realize that we have better opportunities in the market to make money than just saving it all in a bank or...

    Personal Finance & Investment Insights


      Our weekly newsletter with finance tips and investment insights from our experts

      Your privacy is important to us