Personal Finance and Investment Blog

fixed income is it enough for retirement

Armed forces personnel? Know what is commutation & how should you invest your commutation lumpsum.

Learn how is commutation calculated and how you can go about investing this significant lump sum amount effectively

insurance claim

Making term insurance policy claims smooth for your family in your absence

Create an email that includes all that your family needs to know to make an insurance claim and make this otherwise stressful task simpler

floating interest rate bonds

Planning to add bonds to your portfolio? Manage these risks

If you are planning to add listed bonds to your fixed-income portfolio, you ought to be aware of these two risks.

index funds

In the current scenario should you move to Index funds, ETFs or, stick to active?

Is going the index investing way the best approach, especially now in a volatile market environment? Here’s what to keep in mind.

should you switch

Is this the right time to switch from equity to fixed income?

With global equity markets under pressure due to the war in Ukraine, investors like you may be wondering if now’s the time to switch to fixed income. Here are three things to keep in mind before you do that.

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single or separate portfolios

Why should changing interest rates matter to you?

Understand how changing interest rates impact your investment portfolio and what if at all, should you do about it.

multiple life insurance policies

Should you invest in PMS as well as Mutual Funds?

For affluent and HNI investors, does it make sense to have exposure to both mutual funds as well as PMS? We find out.

behavioural biases

Watch out for these three behavioural biases in your money life

Are your behavioural biases helping or hindering your wealth creation efforts? Know the right behaviours you need to have in place.