“Wise spending is part of wise investing. And it’s never too late to start”
– Rhonda Katz

Topics covered:
1. Understanding & using SWP effectively
2. Preparing yourself for rainy days
3. Introduction to global Health Insurance cover
4. Fund Manager Interview:
Mr. Niket Shah –
Fund Manager – Motilal Oswal Asset Management Company Limited

Link : https://bit.ly/3W6xHjo

Happy Reading!

Regards,
Team PurpleFinch

“Don’t be fearful of risks. Understand them, and manage and minimize them to an acceptable level”

Topics covered:
1. Ways to reduce risks in Investment
2. Union Budget 2023: A brief overview
3. Add-Ons in your Health Insurance policy
4. Fund Manager Interview:
Mr. Dhawal Dalal
CIO – Fixed Income, Edelweiss Asset Management Limited

Link : https://bit.ly/3loBFHH

Happy Reading!

Regards,
Team PurpleFinch

“The individual investor should act consistently as an investor and not as a speculator”

Topics covered:
1. How can you be a successful investor?
2. Teaching growing children all about money
3. Why be careful while filling out Insurance proposal form?
4. Fund Manager Interview:
Mr. Mahesh Patil
Chief Investment Officer, Aditya Birla Sun Life AMC Limited

Link : https://bit.ly/3yr0d62

Happy Reading!

Regards,
Team PurpleFinch

“It may take some time, but capital will eventually flow to the most logical place”

Topics covered:
1. Why your portfolio may be underperforming?
2. Sovereign Gold Bonds (SGB)
3. How to mitigate your loss due to accidents?
4. Fund Manager Interview:
Mr. Avnish Jain
Head – Fixed Income, Canara Robeco MF

Link : https://bit.ly/3ZYzAAN

Happy Reading!

Regards,
Team PurpleFinch

“Financial freedom is available to those who learn about it and work for it”

Topics covered:
1. Top 6 things to do at the start of the new financial year
2. Asset allocation strategy – At the heart of your personal finance journey
3. Benefits and features of Health Insurance plans
4. Fund Manager Interview:
Mr. Sandeep Yadav
Senior Vice President, Head – Fixed Income, DSP Mutual Fund

Link : https://bit.ly/42IgNLT

Happy Reading!

Regards,
Team PurpleFinch

“Mutual funds were created to make investing easy, so consumers wouldn’t have to be burdened with picking individual stocks’’
– Scott Cookies

Topics covered:
1. How to benefit the most from a mutual fund distributor?
2. SIP stoppage – Reasons and the response
3. Port your health policy – Choose wisely
4. Fund Manager Interview – Mr. Janakiraman Rengaraju, Senior Vice President & Portfolio Manager, Franklin Templeton India

Link : https://rb.gy/y066p

Happy Reading!

Regards,
Team PurpleFinch

“It is not enough to stare up the steps, we must step up the stairs”
– Vaclav Havel

Topics covered:
1. Starting a SIP with top-up – A secret to wealth creation
2. Why do need – based investments work better?
3. Common grievances in Insurance policies
4. Fund Manager Interview – Mr. Gopal Agrawal
Equity, HDFC Mutual Fund

Link : https://bit.ly/3KyQeC1

Happy Reading!

Regards,
Team PurpleFinch

Here’s our 1st newsletter of the year 2022. Kindly click the below link for the newsletter.

Topics covered are:

1. How regularly increasing your SIPs can boost your wealth!
2. Make 2022 – A Year of Transformation
3. Major reasons for insurance claim rejections
4. Fund Manager Interview – Mr. Dhawal Dalal (CIA, Fixed Income, Edelweiss Asset Mgmt Ltd)

Link: https://tinyurl.com/ycknczn9

Happy Reading!

Regards,
Team PurpleFinch

‘’The beginning is the most important part of the work’’
– Plato

Topics covered:

1. Make the right start this new FY
2. Why are we not saving for Retirement?
3. Six must have Insurance Policies to cover this year
4. Fund Manager Interview – Mr.Harish Krishnan, Sr. Vice President & Fund Manager, Kotak Mutual Fund

Link : http://surl.li/btuqu

Happy Reading!

Regards,
Team PurpleFinch

‘’Never spend your money before you have earned it‘’
– Thomas Jefferson

Topics covered:

1. Becoming Debt free: One-Step at a time
2. Credit mistake you should avoid
3. Sampoorna Suraksha – At the heart of your financial planning
4. Fund Manager Interview – Mr.Vinit Sambre, Head – Equities , DSP Mutual Fund

Link : http://surl.li/byjua

Happy Reading!

Regards,
Team PurpleFinch

‘’The best way to predict the future is to create it‘’
– Peter Drucker

Topics covered:

1. Dreaming of being an entrepreneur? Read this.
2. Get on the digital finance journey.
3. Things to keep in mind while buying Health Insurance.
4. Fund Manager Interview –
Market view equity,
HDFC AMC limited – Equity.

Link : https://bit.ly/3aOzYxI

Happy Reading!

Regards,
Team PurpleFinch

“Learn continuously, there’s always one more thing to learn”
– Steve Jobs

Topics covered:

1. Importance of regular portfolio review.
2. Why are mutual funds still not a part of the portfolio of many investors?
3. Student travel insurance
4. Fund Manager Interview

Link : https://bit.ly/3IzhDlk

Happy Reading!

Regards,
Team PurpleFinch

“Small amounts saved daily add to huge investments in the end.”

Topics covered:

1. Is it really worth saving small amounts per month?
2. Lifestyle inflation – A silent killer of wealth!
3. Role of riders / Add – ons in providing comprehensive health insurance cover.
4. Fund Manager Interview :
Mr. Neelotpal Sahai – Head of equities, HSBC Asset Management, India

Link : https://bit.ly/3SrZNoR

Happy Reading!

Regards,
Team PurpleFinch

Learn everyday but especially from the experience of others. It’s cheaper!

Topics covered:

1. Importance of investor behaviour in market shares.
2. Raising financially responsible children.
3. Don’t miss out on a fire insurance policy.
4. Fund Manager Interview :
Mr. Taher Badshah –
Chief Investment Officer – Equities, Invesco mutual fund

Link : https://bit.ly/3RuiLu6

Happy Reading!

Regards,
Team PurpleFinch

‘Being in control of your finances is a great stress reliever!’ This month’s articles will help you to be in better control of your finances.

Topics covered:

1. Coping with financial stress
2. Investment mantra for wealth creation
3. A simplified guide to buying personal accident insurance
4. Fund Manager Interview :
Mr. Trideep Bhattacharya –
Chief Investment Officer – Equities, Edelweiss Asset Management Limited

Link : https://bit.ly/3MnRUhF

Happy Reading!

Regards,
Team PurpleFinch

Don’t save what is left after spending, but spend what is left after investing
– Warren Buffet

Topics covered
1. Are you missing out by not increasing your SIPs?
2. The 5 must – have financial goals
3. Buying an ideal health insurance plan
4. Fund Manager Interview :
Mr. Niket Shah –
Fund Manager – Motilal Oswal Asset Management Company Limited

Link : https://bit.ly/3U7fRwq

Happy Reading!

Regards,
Team PurpleFinch

Wealth is not determined by investment performance, but by the investor behavior
– Nick Murray

Topics covered:
1. The Behavioural Gap – Why investors do not get returns they should?
2. The 7 Golden rules of wealth creation
3. Importance of Insurance in financial well-being
4. Fund Manager Interview:
Mr. Manish Gunwani –
Fund Manager – CIO – Equity Investments, Nippion India Mutual Fund

Link : https://bit.ly/3YeJXAE

Happy Reading!

Regards,
Team PurpleFinch