September 1, 2025 | 5 min read • 1537 views
Motilal Oswal Financial Services: How MOFS Became India’s All-in-One Financial Powerhouse

An in-depth look at Motilal Oswal Financial Services (MOFS): its evolution from a brokerage to a financial giant, AMC thrust, AUA growth, revenue mix, profit drivers, and the road ahead

August 30, 2025 | 3 min read • 1354 views
Bend It Like Buffett: When Exceptional Circumstances Allow You to Bend Investment Rules

Most investors are advised to balance equity with debt for safety and stability. But what if your financial situation is so secure that these rules don’t apply? This case study explores when it’s rational to bend conventional investment rules

August 29, 2025 | 5 min read • 3193 views
The 10-5-3 Rule in Mutual Funds: A Practical Guide to Realistic Returns

Discover the 10-5-3 rule in mutual funds that explains expected returns from equity, debt, and savings instruments. Learn its meaning, detailed examples, pros and cons, inflation impact, and how Indian investors can apply it for long-term wealth creation

August 28, 2025 | 5 min read • 1052 views
Understanding Promissory Notes: Meaning, Types, Legal Validity & Importance in Financial Agreements

A promissory note is a crucial financial instrument that documents debt obligations. Discover its meaning, types, legal validity, tax implications, and best practices for safe financial agreements

August 28, 2025 | 4 min read • 1182 views
10 Smart Tips to Negotiate a Personal Loan Settlement Without Hurting Your Future

Struggling with EMIs? Learn expert tips to negotiate a personal loan settlement, understand its impact on credit score, borrower rights, case studies, and alternatives for financial recovery

August 23, 2025 | 3 min read • 1147 views
LIC Urges IRDAI to Review Surrender Value Guidelines: Impact on Policyholders & Insurers

LIC has asked IRDAI to review 2024 surrender value rules. Learn how the new norms boost policyholder benefits, why LIC is concerned, and what may change next

August 23, 2025 | 4 min read • 803 views
Trading vs Investing: Why Retail Investors Fall into the Short-Term Trap

Retail investors often confuse trading with investing. Discover timeless lessons from Tobin, Graham, and Buffett on building true long-term wealth

August 22, 2025 | 3 min read • 708 views
Future Generali India Insurance Launches GenAI Chatbot “LEO” on WhatsApp

Future Generali India Insurance has unveiled LEO, a GenAI chatbot on WhatsApp offering instant policy documents, renewals, claim updates, payments, and multilingual support for customers across India.

August 21, 2025 | 4 min read • 914 views
From Letters to Wealth: How Postmen Will Deliver India’s Mutual Fund Revolution

From Letters to Wealth: How Postmen Will Deliver India’s Mutual Fund Revolution

August 21, 2025 | 6 min read • 824 views
How NRIs Can Invest in India: A Complete Guide to Demat Accounts, Mutual Funds & GIFT City Opportunities

Explore how NRIs can invest in India through Demat accounts, mutual funds, and GIFT City. Learn about regulations, tax benefits, investment process, and opportunities for global investors


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