Technology Plus Finance
LIC Mutual Fund launched Balanced Advantage Fund NFO on 20th October 2021. It’s an open-ended fund investing dynamically in assets – equity and debt. If you keep worrying whether to invest in equity or book profit and move to safer debt part, investing in balanced advantage fund is the best bet. So should you invest in … Read more
Let us see if we should invest in current Sovereign Gold Bond scheme. What are the Pros and Cons in investing in Gold via Sovereign Gold Bond Scheme. Please find the details of latest Sovereign Gold Bond Scheme 2021-22 – Series IV. Issue Name Sovereign Gold Bonds Scheme 2021-22 – Series IV (Tranche 53) Symbol … Read more
This post will be updated on regular basis with study notes for CFP exams. Purpose is to act as refresher just before exam. Since it is not possible to complete everything in one go, I will keep it updated with few chapters every week. Investment Planning Specialist Useful formulas for CFP Module IA. Global Personal … Read more
Paper – Investment Planning SpecialistModule – IA. Global Personal Financial ManagementChapter – 1: Personal Financial Situation Learning Objectives 1-1 Identify the types of information to collect regarding a client’s assets and liabilities1-2 Evaluate whether a client is living within financial means Knowledge Items 1.1 Living within financial means You have enough money to cover expenses. … Read more
