Podcast 21
It's mid-year, check if your finances are going in the right direction
As you start investing, it becomes important to check if the finances are going in the right direction. Regular monitoring of investments should be conducted every quarter. So, if there are issues, then they can be resolved before the portfolio gets affected due to any reason.
For tracking investments, should you seek the help of a financial advisor? It is good to do so as you can know whether you have accumulated enough money for financial goals, how much you can redeem, tax benefits, and make more of such eventful decisions.
Get to know about such tips on how to check your finances, shared by the expert in this episode of Mutually Yours podcast.
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Things to know about ETFs (Exchange Traded Funds)
ETFs are open-ended Mutual Fund schemes, offering investors a bouquet of diversified securities. In this blog, we talk about ETF Liquidity, ETFs as passive funds, and real-time NAVs of a ETF. Also, learn the 5 essential things you need to know about ETF investing in Mutual Funds
How to Transfer Mutual Funds
The only scenario in which the transfer of mutual funds from one holder to another is permitted is the investor's death.
Best Practices to Adopt for Long Term Financial Planning
Learn proven techniques for effective long-term financial planning, empowering you to secure your future and reach your financial goals. #IEDD #NiveshMahaKumbh
How to Make Investment Decisions Aligned with Their Financial Goals for Young Investors
Gain insights into making investment decisions that align with your financial objectives. This guide helps young investors set and achieve their financial goals through strategic investment choices. #IEDD #NiveshMahaKumbh