This is for informational purposes only. For financial advice or  fiduciary services, consult a professional. It’s great you’re assisting an  NRI (Non-Resident Indian) client with their investments! Here’s a breakdown of key considerations for setting up a Systematic Transfer  Plan (STP) for them:   (1)   Understand Their

This is for informational purposes only. For financial advice or  fiduciary services, consult a professional. It’s wise to create a  retirement plan that balances growth and income for your 60-year old client. Here’s a breakdown of key considerations:   (1)  Determine Her Risk Tolerance How comfortable

Introduction: This case study highlights the investment journey of an individual who embarked on their investment journey with a modest monthly SIP of ₹5,000. Through consistent investing, disciplined additions, and a long-term perspective, this investor achieved significant portfolio growth. Investment Strategy: Initial Investment: Commenced with

This case study highlights the investment journey of a parent who prioritized their child’s future by investing in the SBI Children’s Benefit Fund. Starting with a modest investment and strategically utilizing lump-sum purchases, the parent achieved a remarkable 35% CAGR over 5 years, growing their

This is for informational purposes only. For financial advice or fiduciary services, consult a professional. It’s great to hear about your client’s success! A 25% CAGR over three years is a fantastic return. Here’s a breakdown of how to approach advising them on future investments: