Financial Literacy6 min read
You Downloaded Anshin. Now What?
You downloaded the app. Here's where to start, what to add first, and why even a few entries can change everything for your family.
10 March 2026Read →
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#mutual-funds-and-equity27 articles
mutual-funds-and-equity
All our articles tagged with "mutual-funds-and-equity".
Financial Literacy10 min read
Your Financial Advisor Won't Talk About Your Death. That's a Problem.
Why Indian financial advisors avoid estate planning conversations, what it costs families when they do, and a practical checklist for advisors ready to close the gap.
24 February 2026Read →
Financial Literacy9 min read
Your 15-Year-Old Portfolio: Sell, Hold, or Forget?
That ULIP from 2011, the ELSS you bought for tax saving, 12 mutual funds with duplicate categories, random stocks. Here's how to audit and fix your scattered portfolio.
9 February 2026Read →
Financial Literacy8 min read
You're 43 and Considering a Startup Job. The Real Risk Calculator.
A startup offer at 43 means less cash, equity gambles, insurance gaps, and a gratuity restart. Here's the financial math before you jump.
9 February 2026Read →
Financial Literacy9 min read
Your Portfolio Has 47 Mutual Funds. Here's Why That's Hurting You.
40+ investments across 6 platforms, duplicate funds, old ULIPs, and crypto. Here's the step-by-step playbook to consolidate an extremely scattered portfolio.
9 February 2026Read →
Financial Literacy8 min read
You Inherited a Flat in Pune. You Live in Bangalore. Should You Sell?
Inherited property in a different city? Here's the practical decision framework — rental yield math, holding costs, capital gains, and when selling makes more sense than emotional attachment.
9 February 2026Read →
Financial Literacy8 min read
You're 38 and Just Made Manager. Here's What Changes About Money.
A promotion to manager at 38 means more than a bigger paycheck. It means a new tax bracket, ESOP complexity, lifestyle creep, and insurance gaps nobody warns you about.
9 February 2026Read →
Financial Literacy7 min read
Second Home as 'Investment': The ₹8 Lakh Mistake
Thinking of buying a second property as an investment? Here's the ₹8 lakh/year in hidden costs nobody calculates — and why the math almost never works.
9 February 2026Read →
Financial Literacy7 min read
Your Dad Has ₹40 Lakh in Mutual Funds. Your Mom Doesn't Know the AMC Names.
He manages everything. She trusts him completely. And if something happens to him tomorrow, she won't know where to start.
7 February 2026Read →
Financial Literacy7 min read
Your Startup ESOPs Are Worth Nothing If You Die Without a Plan
You spent 4 years vesting. Your offer letter says Rs 25 lakh in ESOPs. Your family gets zero if you haven't done one thing.
7 February 2026Read →
Financial Literacy8 min read
Stop Scrolling. Open Zerodha. Update Your Nominee.
72% of demat account holders haven't set a nominee. Without one, your family needs a succession certificate just to touch your investments. Here's how to fix it in 3 minutes.
7 February 2026Read →
Financial Literacy6 min read
Your Zerodha Nominations Are Probably Wrong
You spent 3 hours picking a smallcap fund. You spent 0 minutes checking who gets that money if you die. Let's fix that.
7 February 2026Read →
Financial Planning9 min read
Your Spouse Just Shared Their Financial Details With You. Now What?
What to do after your spouse shares financial information with you. How to organize, verify, and understand what you've been given.
6 February 2026Read →
Legal Process10 min read
The Trusted Contact Checklist: What to Do When You Get the Call
A step-by-step action plan for trusted contacts after a spouse or family member dies. What to do first, which documents to gather, and how to file claims.
6 February 2026Read →
Legal6 min read
Nominee vs Joint Holder: Who Gets the Money?
Joint accounts give immediate access, but that's not the same as ownership. Here's what the law says about who actually gets your money when you die.
4 February 2026Read →
Estate Planning10 min read
What If You Die Without Telling Anyone About Your Investments?
Over Rs 2 lakh crore lies unclaimed in India because families never knew these assets existed. Here is what gets lost, how families struggle to find it, and why documenting your investments could be the most important thing you ever do for them.
4 February 2026Read →
Financial Literacy13 min read
Opening a Demat Account in 2026: Complete Guide
Want to invest in stocks or mutual funds? You need a demat account. Here's how to open one in 15 minutes - and what to know before you do.
3 February 2026Read →
Financial Literacy11 min read
Financial Planning in Your 30s: The Decade That Decides Everything
Your 30s are when financial decisions compound - for better or worse. Here's exactly what to prioritize and what to skip.
3 February 2026Read →
Financial Literacy9 min read
Your First Mutual Fund: How to Choose (Without Overcomplicating It)
Overwhelmed by 1000+ mutual funds? Here's how to pick your first one - simple, practical, no finance degree needed.
3 February 2026Read →
Financial Literacy11 min read
Index Funds vs Active Funds: The Data-Backed Answer
Index funds or actively managed funds? Here's what the data actually shows - not opinions, just numbers from Indian mutual funds.
3 February 2026Read →
Financial Literacy10 min read
Your Investment Portfolio: Nominee Rules You're Probably Ignoring
You've named nominees on your investments. But are they correct? Updated? Here's what you're probably getting wrong.
3 February 2026Read →
Financial Literacy11 min read
NPS vs PPF vs ELSS: Which Tax-Saving Investment Wins?
March is coming. Where should you put your 80C money? Here's an honest comparison of NPS, PPF, and ELSS - with a clear recommendation.
3 February 2026Read →
Financial Literacy10 min read
SIP for Beginners: Everything You Need to Know (2026 Guide)
Starting your first SIP? Here's a no-jargon guide to systematic investment plans - what they are, how to start, and what mistakes to avoid.
3 February 2026Read →
Estate Planning10 min read
When and How to Update Your Nominees (2025 Rules)
RBI now allows 4 nominees for bank accounts. SEBI allows 10 for demat and mutual funds. Here's when to update and exactly how to do it.
29 January 2026Read →
Investment Claims10 min read
Demat Account Transmission After Death: Complete Guide
How to transfer shares from deceased person's demat account. Transmission process for NSDL and CDSL, documents required, nominee vs legal heir claims, and timeline.
24 January 2026Read →
Government Claims9 min read
Family Pension Claim After Death: EPS & Government Pension Guide
How to claim family pension after death of EPF member or government employee. EPS pension rules, eligibility, calculation, documents, and step-by-step process.
24 January 2026Read →
Investment Claims12 min read
Mutual Fund Claim After Death: Steps & Documents
Complete guide to claiming mutual funds after death in India. Nominee process, transmission without nominee, AMC-wise procedures, documents required, and timeline explained.
23 January 2026Read →
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