Written by -
Sonal Sharma
Category -
Finance
Difference between NPV, IRR, MIRR, XIRR and XMIRR
All NPV, IRR, MIRR, XIRR and XMIRR are used to analyze investments and to choose between 2 investments. These measures allow an investor to find out the rate of return he is earning on his investment. NPV is a number and all the others are rate of returns in percentage. IRR is the rate of return at which NPV is zero or actual return of an investment.
Keep readingSat, 08 Mar 2025 0 999
Written by -
Sonal Sharma
Category -
Finance
Difference between Time Weighted Returns and Money Weighted Returns
Money Weighted Returns and Time Weighted Returns can sound a bit confusing. In this blog, we attempt to clarify the difference and uses of these two methods to calculate investment returns.
Keep readingMon, 10 Mar 2025 0 590
Written by -
Sonal Sharma
Category -
Finance
Difference between Non Resident Ordinary (NRO) Account and Non-Resident External (NRE) Account.
Difference between Non-Resident Ordinary (NRO) Account and Non-Resident External (NRE) Account. Which one should an NRI open? Persons with NRI status (Non-Resident Indians) can choose between two options when opening a bank account in India.
Keep readingMon, 10 Mar 2025 0 621
Written by -
Sonal Sharma
Category -
Finance
Tax Equivalent Return Vs. After Tax Return
While evaluating taxable returns vs. tax-free returns, an investor needs to compare the numbers on common platform. The Tax-Equivalent Return formula can help an investor decide if a tax-free investment will give him a better return than a taxable investment.
Keep readingMon, 10 Mar 2025 0 965
Written by -
Sonal Sharma
Category -
Finance
What is Value at Risk?
Learn effective risk management strategies for wealth building, diversification, and financial success. Discover how to adapt to changing economic conditions and achieve long-term goals.
Keep readingMon, 10 Mar 2025 0 455
Written by -
Sonal Sharma
Category -
Finance
Dunbar’s Number and Relationship Capacity of A Wealth Manager
What is supposed to be the ideal capacity of a wealth manager in terms of client relationships? Can technology really help enhance the relationship capacity of an advisor? Is the human brain hardwired to handle only so many human connections? We try to address all of these questions with the help of science-backed ‘Dunbar’s Number’ and ‘Circles of Friendship' which bring a unique perspective to the entire quest. This knowledge might help a wealth manager focus his energy where needed most and achieve the best results possible.
Keep readingTue, 11 Mar 2025 0 602
Written by -
Sonal Sharma
Category -
Finance
8 Behavioral Biases Every Financial Advisor Must Master
Behavioral biases are systematic patterns of deviation from norm or rationality in judgment, which can significantly impact investment decisions. As financial advisors or mutual fund distributors (MFDs), understanding these biases is crucial for guiding clients towards sound investment strategies.
Keep readingWed, 12 Mar 2025 0 576
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