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Total 38 Blogs
DIFFERENCE BETWEEN CAGR, XIRR AND IRR

Written by - Amit Kumar
Category - Financial Planning

DIFFERENCE BETWEEN CAGR, XIRR AND IRR

Returns have always been the central standard while going for any investments. These indicate how much the fund has lost or gained during the particular investment period. You may come across returns expressed in the variety of nomenclatures. Have you ever wondered what does each kind of return signify ? Let's understand....

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Mon, 24 Feb 2025 0 146

DIFFERENCE BETWEEN CAGR, XIRR AND IRR

Written by - Sonal Sharma
Category - Financial Planning

DIFFERENCE BETWEEN CAGR, XIRR AND IRR

Returns have always been the central standard while going for any investments. These indicate how much the fund has lost or gained during the particular investment period. You may come across returns expressed in the variety of nomenclatures. Have you ever wondered what does each kind of return signify ? Let's understand.

Keep reading

Tue, 04 Mar 2025 0 57

Chartered Wealth Manager® (CWM®) Vs. Certified Financial Planner®(CFP®)

Written by - Sonal Sharma
Category - Financial Planning

Chartered Wealth Manager® (CWM®) Vs. Certified Financial Planner®(CFP®)

These two terms Financial Planning and Wealth Management are very confusing and most people generally consider them as synonyms. But actually they are not synonyms. Wealth Management shall mean something wider than financial planning. Wealth management would include not only financial assets but any kind of wealth the advisor is hired for its maintenance, preservation and growing. From our point of view, domestic and international tax Law, corporate Law and Family Law should be considered as a part of the Wealth Management knowledge.

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Wed, 05 Mar 2025 0 77

RTGS Vs. NEFT Which is a Better Method of Transferring Funds?

Written by - Sonal Sharma
Category - Financial Planning

RTGS Vs. NEFT Which is a Better Method of Transferring Funds?

The acronym “NEFT” stands for National Electronic Funds Transfer. It is an online system for transferring funds from one financial institution to another within India (usually banks). The system was launched in November 2005, and was set to inherit every bank that was assigned to the SEFT (Special Electronic Funds Transfer System) clearing system.

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Wed, 05 Mar 2025 0 54

SCOPE OF WEALTH MANAGEMENT INDUSTRY IN INDIA

Written by - Karan Bhagat
Category - Wealth Management

SCOPE OF WEALTH MANAGEMENT INDUSTRY IN INDIA

The Indian Wealth Management industry is rapidly growing, driven by a rising HNI base and expanding millionaire population. With strong growth prospects, India is emerging as a key player in the global wealth landscape.

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Wed, 05 Mar 2025 0 77

Cash Flow Statement Vs Fund Flow Statement: Differences, Advantages, Disadvantages and Uses

Written by - Sonal Sharma
Category - Financial Statements

Cash Flow Statement Vs Fund Flow Statement: Differences, Advantages, Disadvantages and Uses

Cash Flow Statement and Fund Flow Statement are both Financial Statement but they are entirely different both in terms of how they are prepared and also how they are used. In this article, we clarify the difference and uses of these two financial statements.

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Fri, 07 Mar 2025 0 28

Top International Certifications in Finance

Written by - Sonal Sharma
Category - Finance Certifications

Top International Certifications in Finance

For a bright and successful career, an academic degree like Graduation or for that matter MBA is not enough one requires to gain specialized skills in Finance. This can be achieved by pursuing the Short Term Certification Program in Finance. In India now various short term financial certifications are available. Certification courses that are available can be Local Certifications i.e. Certifications which are offered by local Universities or Bodies and there are certifications that are offered by Global Bodies.

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Fri, 07 Mar 2025 0 89

CHARTERED WEALTH MANAGER: HIGHEST GLOBAL DESIGNATION IN WEALTH MANAGEMENT

Written by - Sonal Sharma
Category - Finance Certifications

CHARTERED WEALTH MANAGER: HIGHEST GLOBAL DESIGNATION IN WEALTH MANAGEMENT

CWM is the Highest Global Certification in Wealth Management and Private Banking

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Sat, 08 Mar 2025 0 36

CHARTERED WEALTH MANAGER CONTENT

Written by - Sonal Sharma
Category - Finance Certifications

CHARTERED WEALTH MANAGER CONTENT

There are 2 Exams one for level 1 and the second for level 2 For more details visit the website: www.aafm-india.co.in and fill the contact us form there.

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Sat, 08 Mar 2025 0 57

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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 41

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 42

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