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Private Family Trust in India

Written by - Sonal Sharma
Category - Wills and Trust

Discover the Power of a Private Family Trust in India!

A private family trust is a legal arrangement in which a trustee holds and manages assets on behalf of the beneficiaries. There are several different types of private family trusts, each with their own unique features and benefits. These trusts can be used for a variety of purposes, such as protecting assets or minimizing taxes. However, setting up and managing a private family trust can be complex and it is important to consult with a qualified attorney or financial advisor. Here is your complete guide to private family trusts in India.

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Sat, 15 Mar 2025 0 40

Things You Should Never Include in Your Will

Written by - Sonal Sharma
Category - Wills and Trust

9 Surprising Things You Should Never Include in Your Will (And What to Do Instead)

Creating a will is a crucial part of estate planning, ensuring that your assets are distributed according to your wishes. However, certain items should not be included in your will to avoid legal complications and ensure your directives are followed. Here are nine things you should leave out of your will, along with practical tips for effective estate planning.

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Sat, 15 Mar 2025 0 42

Factor based Passive Funds

Written by - Sonal Sharma
Category - Investing

Why Indian Investors Are Flocking to Factor-Based Passive Funds?

The world of investing is constantly evolving, and Indian investors are increasingly looking for smarter, more efficient ways to grow their wealth. Factor-based passive funds are emerging as a revolutionary investment option, combining the best of passive investing with sophisticated strategies traditionally reserved for active management. In this article, we will explore what factor-based passive funds are, how they work, and why they might be the right choice for your portfolio.

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Sat, 15 Mar 2025 0 41

0 Cognitive Biases Every Financial Advisor Must Know

Written by - Sonal Sharma
Category - Behavioral Finance

20 Cognitive Biases Every Financial Advisor Must Know

Cognitive biases are systematic patterns of deviation from norm or rationality in judgment. These biases can significantly impact decision-making processes in investments.

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Sat, 15 Mar 2025 0 44

8 Behavioral Biases Every Financial Advisor Must Master

Written by - Sonal Sharma
Category - Finance

8 Behavioral Biases Every Financial Advisor Must Master

Behavioral biases are systematic patterns of deviation from norm or rationality in judgment, which can significantly impact investment decisions. As financial advisors or mutual fund distributors (MFDs), understanding these biases is crucial for guiding clients towards sound investment strategies.

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Wed, 12 Mar 2025 0 53

MF vs PMS vs AIF

Written by - Sonal Sharma
Category - Investing

`Mutual Funds vs Portfolio Management Services vs AIF

In the vast landscape of investment options, the choices can sometimes seem overwhelming. As individuals strive to secure their financial future, they often find themselves at a crossroads, unsure of which path to follow. This is where understanding the differences between Mutual funds, Portfolio Management Services, and Alternative Investment Funds (AIFs) becomes crucial. In this article, we will explore these investment avenues in detail, dissecting their unique characteristics and benefits.

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Wed, 12 Mar 2025 0 74

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Latest blogs
Private Family Trust in India
Discover the Power of a Private Family Trust in India!
A private family trust is a legal arrangement in which a trustee holds and manages assets on behalf of the beneficiaries. There are several different types of private family trusts, each with their own unique features and benefits. These trusts can be used for a variety of purposes, such as protecting assets or minimizing taxes. However, setting up and managing a private family trust can be complex and it is important to consult with a qualified attorney or financial advisor. Here is your complete guide to private family trusts in India.

Sat, 15 Mar 2025 0 40

Things You Should Never Include in Your Will
9 Surprising Things You Should Never Include in Your Will (And What to Do Instead)
Creating a will is a crucial part of estate planning, ensuring that your assets are distributed according to your wishes. However, certain items should not be included in your will to avoid legal complications and ensure your directives are followed. Here are nine things you should leave out of your will, along with practical tips for effective estate planning.

Sat, 15 Mar 2025 0 42

Factor based Passive Funds
Why Indian Investors Are Flocking to Factor-Based Passive Funds?
The world of investing is constantly evolving, and Indian investors are increasingly looking for smarter, more efficient ways to grow their wealth. Factor-based passive funds are emerging as a revolutionary investment option, combining the best of passive investing with sophisticated strategies traditionally reserved for active management. In this article, we will explore what factor-based passive funds are, how they work, and why they might be the right choice for your portfolio.

Sat, 15 Mar 2025 0 41

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