Pankaj Sharma
Nearby finance companies
Kanker Khera
Nand Plaza
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A339 Ganga Nagar
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250103
Shubash Bazar
Khair Nagar Bazar Meerut City
Financial Advisor, Mutual fund distributor, Insurance advisor
Do you know the smart way to manage your Mutual Fund investments? Find out how?
SIPs allow you to invest small sums at regular intervals to buy mutual fund units. This helps inject discipline into your investment habits.
SIP top-up is a facility that enhances the flexibility for the investor to invest a higher or surplus amount during the tenure of the SIP.
A Systematic Investment Plan is an option offered by the Mutual Funds to the investors, for investing a fixed amount periodically, such as monthly or quarterly.
May this Akshaya Tritiya bring the hope of happy times for you and your family, Happy Akshaya Tritiya.
Invest in SIP early, so that you don’t have to worry about your investment in the future.
Investing in SIP helps you in adopting a disciplinary and regular habit of investing.
Invest the right amount to achieve your dreams and goals.
An emergency fund is a pool of money specifically created to help you take care of sudden and unforeseen expenses.
While investing, seek professional advice, diversify your portfolio, and don’t let panic or greed affect your decision making.
Each Investment vehicle has different features. Before investing, check whether they are in line with your requirements.
The Government has extended the deadline until June 30, 2020, for people to make their tax-saving investments for the financial year 2019-20.
When it comes to tax planning, many of us tend to make these investing mistakes. Here are a few investing mistakes that you can avoid while investing in ELSS.
An ELSS is an open-ended Equity Linked Tax Saving Scheme with a compulsory lock-in period of 3 years. Since the fund invests at least 65% of its investment in equities, the fund offers wealth creation opportunities along with equity taxation.
ELSS or Equity Linked Tax Savings Schemes are Mutual funds that help you save income tax u/s 80C of Income Tax Act. They are also known as tax-saving mutual funds.
Invest in ICICI Prudential Balanced Advantage Fund, a mutual fund that can keep you smiling through market ups and downs.
Balanced Advantage Funds come with the advantage of dynamic allocation between equity and debt. In addition, they also tend to have a lower risk than pure equity funds, with the potential to give higher returns than pure debt funds.
Balanced Advantage or Dynamic Allocation Funds are suitable for cautious investors investing for a period of seven years or less.
The equity exposure in these schemes is dynamically managed based on the prevailing conditions in the stock market.
Balanced Advantage Funds are mutual funds that invest money across asset classes, including a mix of low- to medium-risk stocks, bonds, and other securities.
Utilize your bonus money to create an emergency fund and have a financial safety net for future mishaps and/or unexpected expenses.
The staggering of your investment through STP (Systematic Transfer Plan) for a long-term goal will help maintain a balance of risk and return.
Planning your financial goal early means starting with a smaller investment amount as you have longer-term to invest, but if you haven't started yet, allocating your bonus to the goal can be a good decision.
Let your money work for you, invest your bonus to get more out of it.
Invest your bonus in tax-saving funds like ELSS. It helps you to build wealth and also save tax.
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