Proton Wealth

28/06/2021

Why mutual funds are best for investment?

20/06/2021

This father's day gift an SIP for your

12/03/2021

Save Tax with ELSS Mutual Funds which have the least lock in of 3 years compared to other 80C Investments

08/03/2021

https://youtu.be/F9CLFiPnOd8

This women's day take charge of your financial goals and investments. Take a pledge to be financially equal with your male counterparts. Wishing you all a Happy Women's Day. Please watch this video and get in touch to take charge!

On the path to gender equality, financial independence and literacy has been an often overlooked step. This International Women’s Day, Paytm encourages India...

12/12/2020

https://www.livemint.com/mutual-fund/mf-news/sip-in-these-15-equity-mutual-funds-gave-over-20-annualised-return-in-3-years-11607755963638.html

BSE Small Cap Index has risen by 34% in the last on year and BSE Mid Cap Index has gone up by 21% in the same time period.

20/11/2020

Read on why you need investment advice and Do it yourself approach is not the answer when it comes to your investments!

After dabbling in direct stocks and mutual funds on his own, Vishaal soon realised that he needed a financial planner’s help to bring some discipline.Financial planning has actually given us more freedom with our daily budget. We now understand what are our actual requirements, said Vishaal

17/11/2020

https://www.livemint.com/mutual-fund/mf-news/10-month-delay-in-mutual-fund-sip-due-to-covid-costs-you-57-returns-11605427946097.html

Yes you read that right. If you stopped your SIP due to the short term volatility in the market, you likely lost the best investing opportunity of 2020

Here's how much a delay in investing costs.Annualised return of 10-month SIP in the large cap index fund was 57.69%, Annualised gain in the mid cap fund during the same period was 51%.

14/11/2020

Read on why you should not mix insurance with investments by getting child plans for your children.

Child insurance policies, where you get fixed payouts after predetermined time period fail to impress most financial planners.These plans sound so complicated

13/11/2020

A whopping more than ₹100 Lakh crores sit in Bank FD's earning just 5.5% pre tax at a time when the retail inflation came in 7.6%
Your money is losing its value and purchasing power in Bank FD's. This Diwali, take a pledge to diversify your investments with Mutual Funds and other financial assets! Get in touch to know more.

Happy Diwali!

25/08/2020

10 Year SIP Returns even after a turbulent year in the markets.

07/08/2020

Mindspace REIT Lists above 300 per unit. Listing gains of around 11% from Real Estate, not to mention the passive income of around 7% it will pay annually

30/07/2020

Glad to share that we conducted an investor awareness session online for more than 50 Doctors of the General Practitioners' Association, Pune at their office on Tilak Road, Pune and were humbled by the feedback. We discussed various investment avenues and spoke about winning habits when it comes to investing and personal finance.