Category Archives: Classroom Lessons

List of articles where an investor should learn while investing and saving

How to submit KYC changes or update address across mutual fund schemes?

How to submit KYC changes or update address across mutual fund schemes? Investors would have moved from one city to another city due to transfers. Many of us would have moved to another city in search of jobs. Some of the investors would have gone out of India. One of the pain area where mutual … Continue reading How to submit KYC changes or update address across mutual fund schemes?

Goal-Based Investing – How to evaluate and implement financial goals?

Goal-Based Investing – How to evaluate and implement financial goals? Goal-based investing is an investment approach that considers one’s end financial goal, hence helping the investor make investments that complement the end goal. By linking the investments to a goal, the aim of this approach is to systemize savings over a specific duration to yield … Continue reading Goal-Based Investing – How to evaluate and implement financial goals?

EPFO Insurance (EDLI Scheme 2021) – Features, Benefits and How to Claim

EDLI Scheme 2021 – Features, Benefits and How to Claim Employee Deposit Linked Insurance or EDLI, is the insurance cover provided by the EPF Office to all private sector salaried employees. Recently, Govt of India has enhanced this EDLI Scheme (EPFO Insurance Scheme) from Rs 6 Lakhs to Rs 7 Lakhs. Due to covid-19, there … Continue reading EPFO Insurance (EDLI Scheme 2021) – Features, Benefits and How to Claim

How Two Bucket Strategy of Investment can help to get regular fixed income?

How Two Bucket Strategy can help to get regular fixed income? Earlier, we have discussed how 3 bucket strategy can help to create wealth in long term. There is another way to look at bucket strategy where one can get regular income. If you have accumulated a corpus and want to effectively utilize them by … Continue reading How Two Bucket Strategy of Investment can help to get regular fixed income?

How Bucket Investment Strategy can help wealth creation in the long term?

How Bucket Investment Strategy can help wealth creation in the long term? Many of us would invest in equity or mutual funds or fixed income options. Sometimes, by getting tempted with returns, we might move money from one bucket to another bucket. This unplanned movement of funds can restrict us to get higher returns in … Continue reading How Bucket Investment Strategy can help wealth creation in the long term?