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 ๐ŸŒ Goldโ€™s Resurgence Isnโ€™t Accidental โ€“ Itโ€™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 todayโ€™s rapidly evolving financial landscape, tax efficiency and smart portfolio management are more important than ever. With increasing taxation on capital gainsโ€”whether short-term or long-termโ€”investors need to find ways to optimize their portfolios while minimizing tax liabilities. One often …

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Smart Investing in Todayโ€™s Economy: A Guide to Navigating Market Uncertainty

Smart Investing in Todayโ€™s Economy

Understanding Smart Investing in Todayโ€™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 todayโ€™s economy, ensuring sustainable growth and …

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