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Difference between NPV, IRR, MIRR, XIRR and XMIRR

Written by - Sonal Sharma
Category - Finance

Difference between NPV, IRR, MIRR, XIRR and XMIRR

All NPV, IRR, MIRR, XIRR and XMIRR are used to analyze investments and to choose between 2 investments. These measures allow an investor to find out the rate of return he is earning on his investment. NPV is a number and all the others are rate of returns in percentage. IRR is the rate of return at which NPV is zero or actual return of an investment.

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Sat, 08 Mar 2025 0 65

Difference between Time Weighted Returns and Money Weighted Returns

Written by - Sonal Sharma
Category - Finance

Difference between Time Weighted Returns and Money Weighted Returns

Money Weighted Returns and Time Weighted Returns can sound a bit confusing. In this blog, we attempt to clarify the difference and uses of these two methods to calculate investment returns.

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Mon, 10 Mar 2025 0 43

Difference between Non Resident Ordinary (NRO) Account and Non-Resident External (NRE) Account.

Written by - Sonal Sharma
Category - Finance

Difference between Non Resident Ordinary (NRO) Account and Non-Resident External (NRE) Account.

Difference between Non-Resident Ordinary (NRO) Account and Non-Resident External (NRE) Account. Which one should an NRI open? Persons with NRI status (Non-Resident Indians) can choose between two options when opening a bank account in India.

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Mon, 10 Mar 2025 0 39

Tax Equivalent Return Vs. After Tax Return

Written by - Sonal Sharma
Category - Finance

Tax Equivalent Return Vs. After Tax Return

While evaluating taxable returns vs. tax-free returns, an investor needs to compare the numbers on common platform. The Tax-Equivalent Return formula can help an investor decide if a tax-free investment will give him a better return than a taxable investment.

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Mon, 10 Mar 2025 0 63

What is Value at Risk?

Written by - Sonal Sharma
Category - Finance

What is Value at Risk?

Learn effective risk management strategies for wealth building, diversification, and financial success. Discover how to adapt to changing economic conditions and achieve long-term goals.

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Mon, 10 Mar 2025 0 37

Dunbar’s Number and Relationship Capacity of A Wealth Manager

Written by - Sonal Sharma
Category - Finance

Dunbar’s Number and Relationship Capacity of A Wealth Manager

What is supposed to be the ideal capacity of a wealth manager in terms of client relationships? Can technology really help enhance the relationship capacity of an advisor? Is the human brain hardwired to handle only so many human connections? We try to address all of these questions with the help of science-backed ‘Dunbar’s Number’ and ‘Circles of Friendship' which bring a unique perspective to the entire quest. This knowledge might help a wealth manager focus his energy where needed most and achieve the best results possible.

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Tue, 11 Mar 2025 0 40

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

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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 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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