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Category: Wealth Management

Top 10 M&A Valuation Methods for Unlisted Companies
Wealth Management

Top 10 M and A Valuation Methods for Unlisted Companies: Investor’s Guide to Unlocking Value 

by Saxena Varun

Understanding M&A valuation for private firms  Mergers and acquisitions (M&A) involving unlisted companies require specialized

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NSE-vs-BSE-in-2025-Smart-Investors-Guide-to-Choosing-Indias-Best-Stock-Exchange
Wealth Management

NSE vs BSE in 2025: Smart Investor’s Guide to Choosing India’s Best Stock Exchange 

by Saxena Varun

 Choosing between India’s two stock exchange giants—Bombay Stock Exchange (BSE) and National Stock Exchange (NSE)—is

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2025 Federal Income Tax Brackets: The Investor’s Deep-Dive Guide
Wealth Management

2025 Federal Income Tax Brackets: The Investor’s Deep-Dive Guide

by Saxena Varun

The U.S. federal income tax brackets for 2025 underpin every serious investor’s personal finance and

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IPO investing checklist
Wealth Management

Unlocking IPO Success: The Ultimate Investor’s Checklist for 2025 to Make Smart Investments

by Saxena Varun

Investing in an Initial Public Offering (IPO) can be a lucrative way to grow your

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Building Smart Portfolio with Unlisted Shares
Wealth Management

Building a Smart Portfolio with Unlisted Shares  

by Saxena Varun

In the ever-evolving world of investing, traditional instruments like stocks, bonds, and mutual funds often

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Starting your Wealth Planning
Wealth Management

Starting your Wealth Planning? Here are the Seven Mistakes You Should Avoid.  

by Saxena Varun

Wealth planning is one of the most crucial steps that every individual needs to take

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How to Build an All-Weather Portfolio in 2025
Wealth Management

How to Build an All-Weather Portfolio in 2025 

by Saxena Varun

Reflect on the 2020 market crash or the inflation spike in 2023 events that took

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Importance of an Investment Policy Statement (IPS)
Wealth Management

The Importance of an Investment Policy Statement (IPS) 

by Saxena Varun

An Investment Policy Statement (IPS) is a written document that outlines how an investment portfolio

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8 Best Low-Risk Investments
Wealth Management

8 Best Low-Risk Investments: Safest Options for [2025] 

by Saxena Varun

Because playing safe doesn’t mean playing small.  When it comes to growing your money in

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Systematic Investment Plan vs Fixed Deposit
Wealth Management

SIP vs FD: Which Investment Option Is Right for You? 

by Saxena Varun

When it comes to growing your money in a structured, reliable way, (Systematic Investment Plan)

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