SIP

BLTP Financial Literacy Financial Planning Retirement SIP / STP / SWP

Perfect Retirement Planning – 3

Last week we have seen How to think about your Retirement Planning and what steps should be executed and what should be avoided.

For starting your retirement planning first of all we should know your current cash flow alongwith your lifestyle

Before discussing about how much corpus is actually needed for retirement, we need to understand what is Retirement Planning and why is it important?… Read the rest

BLTP Financial Literacy Financial Planning Investment Strategy Retirement Uncategorized

Have you plan for your Retirement? Part – 1

Last week we had talked about importance of Financial Planning this week we will discuss most important planing of your life that is nothing but Retirement Planing.

While discussing with many people we have listened Common arguments at various ages of life to avoid Retirement Planing.

@ 20s “Let me start my career”

@ 30s “I have just started my career let me enjoy.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

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.

Read the rest
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

Challenges to MF Distributors

Why we can’t generate long term investors?

Equity MF holding period under 2 years for 50% investors news from business standard Mumbai Mar 17, 2015 10:45 PM

When I ask people to invest in Mutual Funds, the immediate response that I listen was “Equity Market is Risky and they are not interested for Investing in #EquityMarket”. “Equity? I have never said anything about Equity Market?” It’s all good marketing of course.… Read the rest

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