Tag Archives: financial planning

Gold: Smart Portfolio Insurance for HNIs & Retirees

Gold as Strategic Portfolio Insurance: A Pragmatic View for HNIs & Retirees By Rajat Dhar, Managing Partner, Finogent Solutions LLP 🌍 Gold’s Resurgence Isn’t Accidental – It’s Structural In April 2025, gold touched a historic high of $3,500/oz, with projections by JP Morgan now pointing toward $4,000/oz by mid-2026. This …

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Unit Linked Insurance Plan (ULIPs): Smart Portfolio Management with Tax Benefits

Unit Linked Insurance Plans (ULIPs) o

ULIPs: A Strategic Approach to Portfolio Management and Tax Efficiency In today’s rapidly evolving financial landscape, tax efficiency and smart portfolio management are more important than ever. With increasing taxation on capital gains—whether short-term or long-term—investors need to find ways to optimize their portfolios while minimizing tax liabilities. One often …

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Smart Investing in Today’s Economy: A Guide to Navigating Market Uncertainty

Smart Investing in Today’s Economy

Understanding Smart Investing in Today’s Economy The global economic landscape is evolving, presenting both opportunities and challenges for investors. While fundamentals remain strong, factors such as weak demand and inflation risks require a strategic approach. This guide will help you master smart investing in today’s economy, ensuring sustainable growth and …

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