How to rebalance your investment portfolio

WHAT’S REBALANCING?As the name suggests, rebalancing means helping regain the balance. When the reference is to an investment portfolio, it means reverting to the original asset allocation or portfolio composition. This is done by buying or selling different assets so that the initial balance or weightage of assets is retained. An investment portfolio is built […]

How to access assets when breadwinner is incapacitated

Niranjan Vemulkar, co-founder and chief executive officer of Yellow, a digital will-making platform, shares an example. “We know of a case where the breadwinner went into a coma. His assets were frozen and a good amount of money was needed to pay the hospital bill. The family had to move court to release some of […]

New Year 2024: How to level up financial knowledge with the rule of 72?

As the new year unfolds, our aspirations centre around witnessing the growth of our finances. There’s an unparalleled satisfaction in realizing your financial objectives, particularly after dedicated periods of investment. The ongoing fluctuations in the market have spurred numerous individuals to delve into the intricacies of personal finance. Simple calculations, such as formula 72, have […]