Investments are an integral part of any financial plan and there is currently no one-size fits all approach for this. Since the need of every potential investor is unique, it is only natural that the choice of investment strategy varies based on the unique needs of the individual investor. Read on to know details of what exactly an investment strategy means, the different types available, key factors influencing the choice of investment strategy and more.

When talking of investments, you might have come across terms such as “liquid” and “illiquidity”. If you are new to investing, these terms might be confusing. Read on to know more about what liquidity means, its different types, importance of liquidity in investing, measurement methods and more.

Financial planning refers the range of strategies that can be used to manage income, savings, financial assets, and expenses in order to obtain financial security and reach various financial goals. In this guide, we will explain the key objectives of financial planning, why financial planning is important, common mistakes to avoid when creating financial plans and more.

With a life insurance policy, you can protect your loved ones against economic uncertainty, in case you are not around. With changing times, insurance policies moved to mere protection plans to investments. And now, you can even use it to generate funds when needed. This feature is called as loan-against-insurance policy where you get triple-fold benefits of protection, investment and loan, so that you can take care of your urgent financial requirements without going anywhere else. Let’s now understand how the process of loan again insurance policy works by focusing mainly on loan against policy eligibility, documents required, and how to apply for this type of secured loan in this blog.

If you have ever opened a bank account or availed any financial service, your service provider must have asked you to complete the KYC process. KYC stands for Know Your Customer and is a mandatory requirement for the customer identification process.

Just like every other financial service, you also need to do KYC in mutual funds, before you become eligible to start investing in them. In this blog, we have discussed the meaning, process importance and other intricate details related to this identification.