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Browsing Tag

wealth management

34 posts
PPersonal finance
No side income, no family savings: She earned Rs 30,000 per month and still grew her wealth without giving up on her weekend dinners. CA decodes the simple maths
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No side income, no family savings: She earned Rs 30,000 per month and still grew her wealth without giving up on her weekend dinners. CA decodes the simple maths

  • October 18, 2025
Managing life on a tight paycheck can feel like a juggling act—coffee in one hand, bills in the…
PPersonal finance
Women could fall behind in the $124 trillion Great Wealth Transfer because of the ‘confidence gap’ in financial planning, experts say
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Women could fall behind in the $124 trillion Great Wealth Transfer because of the ‘confidence gap’ in financial planning, experts say

  • October 18, 2025
America is anticipating the greatest personal finance shift in history: During the next 23 years, an inconceivable $124…
MMarkets
A Shortage Of Supply: The Housing Market Explained
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A Shortage Of Supply: The Housing Market Explained

  • October 17, 2025
DISCLOSURES The information presented is not intended to be making value judgments on the preferred outcome of any…
MMarkets
'Liberation Day' in Retrospect: 6 Things That Surprised Investors
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‘Liberation Day’ in Retrospect: 6 Things That Surprised Investors

  • October 11, 2025
DISCLOSURES The information presented is not intended to be making value judgments on the preferred outcome of any…
EEntrepreneurship
Affluense AI raises Rs 3 crore pre-seed round led by Zeropearl VC
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Affluense AI raises Rs 3 crore pre-seed round led by Zeropearl VC

  • October 6, 2025
Affluense AI, an intelligence platform, has raised Rs 3 crore in its pre-seed funding round led by Zeropearl…
MMarkets
Close-up image of female hands using smartphone at night on city shopping street, searching or social networks concept, Side view shot of hipster woman typing an sms message to her friends at night city street, bokeh lights. chatting with friends at social networks via cellphone outdoor
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Will Big Tech’s Rally Last?

  • September 27, 2025
This material is for information purposes only, and may inform you of certain products and services offered by…
PPersonal finance
My Teen Picked up Investing Tips Online, Met With a Financial Planner
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My Teen Picked up Investing Tips Online, Met With a Financial Planner

  • September 25, 2025
Even before he was old enough to get a traditional job, my son was making his own money.…
PPersonal finance
Money lessons for middle class from the rich: CA explains wealth preservation strategies to avoid financial loss
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Money lessons for middle class from the rich: CA explains wealth preservation strategies to avoid financial loss

  • September 20, 2025
Across societies, the gap between how the middle class and the wealthy handle money is often striking. For…
MMarkets
After The Rate Cut: Investing Beyond U.S. Markets
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After The Rate Cut: Investing Beyond U.S. Markets

  • September 19, 2025
DISCLOSURES The information presented is not intended to be making value judgments on the preferred outcome of any…
MMarkets
Investing In Equities? 3 Key Questions To Consider
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Investing In Equities? 3 Key Questions To Consider

  • September 12, 2025
DISCLOSURES The information presented is not intended to be making value judgments on the preferred outcome of any…
PPersonal finance
ICAI issues Handbook on Wealth Management and Personal Financial Planning Skills
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ICAI issues Handbook on Wealth Management and Personal Financial Planning Skills

  • September 9, 2025
The Institute of Chartered Accountants of India (ICAI) has released a comprehensive handbook titled “Wealth Management and Personal…
PPersonal finance
No family wealth? CA shares how to build generational wealth with just a few boring habits
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No family wealth? CA shares how to build generational wealth with just a few boring habits

  • September 7, 2025
Building wealth isn’t about flashy cars, big houses, or showing off success on Instagram. It’s often about small,…
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