December 2017

BLTP Financial Literacy Financial Planning Investment Strategy Retirement Uncategorized

Start Financial Planning

Wish You All

Happy and Prosperous New Year

Welcome 2018

Let us all take a new year resolution on this new year day that “We all will learn and educate others about Financial Literacy by which we will have a Happy & Prosperous living in our life”

To support

Financial Education Week (FEW) is an independent, not-for-profit national initiative, we have started this Financial Literacy Mission a little contribution from our side.… Read the rest

BLTP Business Growth Direct Plans Financial Planning Investment Strategy Retirement SIP / STP / SWP Uncategorized

History of an Investment & Investment Strategies

What is an investment?

Investment, as the dictionary defines it, is something that is purchased with money that is expected to produce income or profit.
Your education can also be called an investment and many times, it does help you earn a higher income.
There are three types of investments: ownership, lending and cash equivalents.

Investments can also be categorised based on how it is managed as Active Investment & Passive Investment

What is ‘Active management

Active management is the use of a human element, such as a single manager, co-managers or a team of managers, to actively manage a fund’s portfolio.… Read the rest

Uncategorized

Why one should start Financial Planning?

To support

Financial Education Week (FEW) is an independent, not-for-profit national initiative, jointly set up by Association of International Wealth Management of India (AIWMI) & National Institute of Securities Markets (NISM) to promote the importance of financial literacy, from 22nd January to 26th January I am Starting series on Financial Literacy topics.

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BLTP Business Growth Direct Plans Investment Strategy Robo-Advosory Think Out Of The Box Uncategorized

HOW TO COMPETE WITH DIRECT PLANS?

Last week we have read an article titled HOW TO COMPETE WITH MANUFACTURERS ON THEIR OWN PRODUCT? Part – 1″

I would like to elaborate on the topic as part – 2 and show if IFA thinks, then nothing is impossible. You just have to think out of the box. If you really want a solution then read till the last line and think over it.

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BLTP Business Growth Challenges to MF Distributors Direct Plans Financial Planning Investment Strategy SIP / STP / SWP

HOW TO COMPETE WITH MANUFACTURERS ON THEIR OWN PRODUCT?

Nowadays on social media, a big debating is going on that Is in concerned with an article published in a business paper. I am not supporting that publication but I would definitely like to Spotlight on another side of the coin..

If you see another side of the coin is that our main frustrating topic is Direct Plans. Direct plans are cheaper by .8 to 1.25% so the Direct Plan would be a better performer than Regular Plans.… Read the rest

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