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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

Need for Retirement Planning and the Right Approach

Written by - Rajan Ghotgalkar
Category - Financial Planning

Need for Retirement Planning and the Right Approach

A retirement advisor can guide you to think through your future to identify your goals, quantify them whilst ensuring that, you remain realistic and document them in a SMART manner (Specific, Measurable, Attainable, Realistic, Time-bound). I would expect the advisor to bring in special insights and show you how to extract value for money when buying financial products through the use of tools and techniques by considering the future needs.

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Mon, 10 Mar 2025 0 33

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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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