Portfolio Management

What is the difference between CFA and CPA

What is the difference between CFA and CPA?

– What Is a CFA? The Chartered Financial Analyst (CFA) programme is a postgraduate a professional licence for investment and banking professionals offered worldwide by the CFA Institutes (previously the Association for Investment Management and Research, or AIMR). But how do you get your CFA charter? For this the candidates must pass three sections of …

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Swing Trade for Beginners

How to Swing Trade for Beginners?

Beginners who engage in swing trading aim to profit from short- to medium-term changes in financial market prices. Here’s a quick reference: Recall that a mix of evaluation, risk control, and discipline is needed for successful swing trading. As you gain expertise, gradually hone your approach by starting small and learning from each trade.

Know How to Diversify Investments to Grow Your Money

Know How to Diversify Investments to Grow Your Money

Are you aware that diversity is a vital strategy for reaching financial objectives? By distributing your funds over a variety of assets, you can lower risk and increase possible returns on your investments. We’ll discuss the value of diversification and practical implementation techniques in this article. Why Diversify? One common comparison for diversification is the …

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Mutual Fund Direct Plan

Why Direct Plan?

Mutual funds are usually chosen based on two terms ‘Direct Plan’ and ‘Regular Plan‘. An investor manages his portfolio through directly investing through a fund manager or through supervising investment through a distributor’s fund or manager. In case of direct investment because of the lower expense ratio, the returns automatically get high in comparison to …

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Objectives of Financial Planning

What are the Objectives of Financial Planning?

Financial planning is the way of determining & estimating the structured plan to save and create money to build wealth over time. It means to make sure that your investment, resources, and funds are secured and risk-free for utilisation in future. In this article, let’s see what the financial objectives that an individual considers before …

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