Value Fincare

Value Fincare Child Education ,Retirement Assessment ,Tax Planning & Income Tax Return Filling

Hi, I am Vidya Popat ,B.COM from Mumbai University, Completed CFP Certification, which is a mark of excellence granted (by Financial Planning Standards Board of India in India) ,Qualified Personal Finance Professional® (By Network FP) and AMFI Registered Mutual Fund Distributor . Financial Planning is the process of meeting your life goals through the proper management of your finances .Financial

Planning provides direction and meaning to your financial decisions .People often confuse financial planning with investing but financial planning is much more broader than that. Basic idea behind this page is to spread knowledge about mutual funds, insurance, taxation, retirement planning & financial planning in simple and easy to understand manner.

Value Fincare wishes you a prosperous Dhanteras! May Goddess Lakshmi bless you with wealth, good fortune, and happiness....
18/10/2025

Value Fincare wishes you a prosperous Dhanteras!

May Goddess Lakshmi bless you with wealth, good fortune, and happiness.

🪔 शुभ धनतेरस 🪔

SIP Bounce Alert !SIP bounce charges are fees levied by banks when a Systematic Investment Plan (SIP) transaction fails ...
04/09/2025

SIP Bounce Alert !

SIP bounce charges are fees levied by banks when a Systematic Investment Plan (SIP) transaction fails due to insufficient funds in the account. These charges vary across banks, ranging from ₹150 to ₹750 per transaction, plus applicable GST.

Consequences of SIP Bounces:

1. Repeated failures can lead to SIP cancellation by the mutual fund house
2. Multiple bounces can indirectly affect your banking reputation and may lead to service disruptions.

To avoid SIP bounce charges, it's essential to maintain sufficient balance in your bank account on the SIP due date. If you're unable to fund your SIP, consider pausing or canceling it temporarily to avoid unnecessary charges.

Bank Fixed Deposits VS Mutual Fund AUM We are witnessing not just a reallocation of savings, but a reallocation of power...
19/08/2025

Bank Fixed Deposits VS Mutual Fund AUM

We are witnessing not just a reallocation of savings, but a reallocation of power within the financial system itself. Systematic investment plans are no longer just a side option; they are becoming the default.



Image Source : moneycontrol.com

Shubh Janmashtami. 🙌
16/08/2025

Shubh Janmashtami. 🙌

Set up your golas

Invest Smartly and

Buy sufficient insurance to protect your goals against unforseen event.

Value Fincare Wishes you Happy, Healthy & Prosperous Janmashtami 🙏

Let's understand the difference between Mutual Fund Cost 💵 and Value:📈COST: The amount you pay to buy mutual fund units ...
28/07/2025

Let's understand the difference between Mutual Fund Cost 💵 and Value:📈

COST: The amount you pay to buy mutual fund units (your investment).

VALUE: The current worth of your mutual fund units (market value).

Think of it like buying and selling a product:

- Cost is the price you pay to buy it.
- Value is the price it's worth today.

For example, in above statement 📓
Cost is: Rs.55573.89/- and
Value is: Rs.63,304.83/-

The difference between COST and VALUE represents the GAIN😊O LOSS 😔 on your investments.

In mutual funds, the value can fluctuate based on market performance, and you might get more or less than the cost when you sell.

HAPPY INVESTING ! 😊

Understanding Your Investment Options ♦️SWP in mutual funds lets you withdraw a fixed amount regularly from your investm...
18/07/2025

Understanding Your Investment Options ♦️

SWP in mutual funds lets you withdraw a fixed amount regularly from your investments. Investors have full control over the withdrawal frequency, amount, date, offering flexibility.

The IDCW option in mutual funds pays out a portion of the fund's earnings as regular income to investors. Unlike SWP, the amount, frequency and payout dates are determined by the fund house, not the investor.

"Wishing you a Shubh Akshaya Tritiya! May your every investments grow golden, bringing abundance, joy, and success in li...
30/04/2025

"Wishing you a Shubh Akshaya Tritiya!

May your every investments grow golden, bringing abundance, joy, and success in life. -

Value Fincare

Secrate of higher return                👇During market ups & down                    S : STAY         I  : INVESTED     ...
08/11/2024

Secrate of higher return
👇
During market ups & down

S : STAY
I : INVESTED
P : PATIENTLY

Systematic Investment Plans 🙂

Get big discount on mutual funds  Utilize opportunity to invest lumpsum by good mutual funds portfolios.Shubh Dhanteras ...
29/10/2024

Get big discount on mutual funds Utilize opportunity to invest lumpsum by good mutual funds portfolios.

Shubh Dhanteras 🙏

Warm Dasara wishes to all !May this festival bring you joy, success, and prosperity. Wishing everyone a very Happy Dasar...
12/10/2024

Warm Dasara wishes to all !

May this festival bring you joy, success, and prosperity.

Wishing everyone a very Happy Dasara! !

No one is saying a Rich man passed away, everyone saying a Good man passed away.Ratan Tata Sir  1937-2024. 🙏🙏🙏
10/10/2024

No one is saying a Rich man passed away, everyone saying a Good man passed away.

Ratan Tata Sir 1937-2024. 🙏🙏🙏

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