Mamta Shah is an industry veteran with multi-crore worth of assets under her management. She has hel
Thank you to those who participated in our recent investor satisfaction survey. We’ve compiled some key insights sharing a quick snapshot with you 🙂
You may buy more units for the same price when markets are lower and more volatile, but that's exactly why your SIP should continue! Don't let short-term fear derail your long-term wealth creation.
Struggling to pick the right person (MFD) for your investments, insurance, and personal finances? Use this checklist: Transparency, check reviews, and prioritize client-centric service over sales pitches. Invest smarter, not harder!
26/06/2025
Did you know over 45% of young working GenZ in india struggle with...
- no emergency funds or savings
- debts (student loan, buy now pay later scheme, credit cards)
- living paycheck to paycheck
Only 20% of Indian gen Z is financially stable and secure.
10/06/2025
How many Mondays have come and gone since you said "I'll start next week?!"
TAKE ACTION. START TODAY
04/06/2025
The false consensus effect—believing that others think or act the same way you do—can cloud sound financial judgment.
‼️ Greed- when you see others making quick profits, your greed kicks in — “I don’t want to miss out!”
‼️ A negative event or reality check causes markets to dip. Fear takes over — “I’m going to lose everything!”
✅ Question herd behavior- Just because “everyone” is investing in gold, buying real estate, or starting SIPs, doesn’t mean it’s right for you. Ask: Is this aligned with my goals, or am I just following the crowd?
✅ Build self-awareness- Your income, goals, risk tolerance, and time horizon are not the same as others. Customize your choices (investments, loans, spending) based on your own life stage and values.
☺️ Emotions are natural, but don’t let them drive your money decisions. Let wisdom, not fear or greed, guide your financial journey.
28/05/2025
I often chose to skip buying a new phone, even though mine had a cracked screen, old model and storage limitations. Instead, I spent ₹1,200 to repair it — and put the ₹25,000 I saved into a mutual fund. Two years later, that small decision grew into a reasonable corpus for my other desires/goals.
19/02/2025
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