Investment returns is the money the investment earns or loses. It’s important to be aware that returns may not always be positive – just as investment value can go up, it can also go down at times. Investment risk is the …

Investment Strategy is usually considered to be more of a branch of finance than economics. It is defined as set of rules, a definite behavior or procedure guiding an investor to choose his investment portfolio. For example, investing in mutual …

A portfolio denotes a curated selection of items—you might commonly hear of an artwork portfolio or a portfolio of a student’s work. And in the case of the financial world, an investment portfolio is a curated selection of (you guessed …

Asset allocation refers to how an investor chooses to invest among asset classes like: Stocks, Bonds, Mutual funds and Cash. Diversification refers to limiting the investor’s risk exposure to a specific investment or condition. At the end of this course, …

Estate planning is the process of arranging who will receive your assets when you are not around.

Retirement  planning involves an analysis of the various financial choices one can make today to secure future.

Investment is using money to purchase assets in the hope that the asset will generate income over time or appreciate.

Insurance planning includes evaluating risks and determining the proper insurance coverage to mitigate these risks.

A Life insurance plan is a contract between an individual and an insurance provider, that gves financial protection.

The need for life insurance changes with the change of age, responsibilities and life style.

Health insurance is a form of protection that eases the financial burden that people may experience as a result of illness or injury.

In life insurance, an insured pays the premium and in return the company agrees to pay an amount on death of the insured.