Browse posts tag by Wealth Management

Track Your Mutual Fund Investments Real Time

Track Your Mutual Fund Investments Real Time


March 15, 2018
Till some time ago, every family had a relationship manager who would periodically come and meet our parents and discuss his mutual fund investments with him. And that was the only time our parents could get to know how their funds were doing. This is similar to those times when the only way to send […]
Our Investment Experts Cater To The Minutest Of Queries

Our Investment Experts Cater To The Minutest Of Queries


March 1, 2018
This post is quite close to our hearts. Because in many ways, it defines who we are. Let us talk about two recent examples. Example 1 The other day, we met a 35-year-old salaried individual who had not started investing yet. He knew it was high time he should start deploying his surplus money to […]
How CAGRfunds Makes Investing Simple For You

How CAGRfunds Makes Investing Simple For You


February 20, 2018
How CAGRfunds decodes the complexity of financial planning for you? When we first started this business, we went out to talk to our friends about what they thought about investing and financial planning. May we say, we were surprised with the kind of responses we got? While some of them knew bits and pieces of […]
Crazy about being fit? How about some financial fitness?

Crazy about being fit? How about some financial fitness?


May 30, 2017
Ajay, my neighbor, was a regular “fitness freak” and never failed to capture my avid respect for his assiduous dedication to his fitness regimen. Three years ago, I was impressed enough to seek his friendship and invited him over for dinner. It was across the dinner table that I discovered his personal dilemma. His passion […]