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Author: moneynwealth

Money ‘n’ Wealth is founded with a mandate & mission to offer Financial Planning, Tax Advisory, Wealth Management Services, and Estate Planning to individuals and Families.

Information on NISM Investment Adviser Exams

NISM Investment Adviser level 1 exam – Investment adviser level 1 examination is similar to other NISM examinations and it is not tough to study. Requirement is knowledge & concepts of investments, investment products and financial planning such as Mutual Funds, Insurance, securities markets, measuring risks and returns, basics of insurance planning, retirement planning and estate planning. […]

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2nd Quarter Result FY’2021

Result Today HCL Technologies Ltd.Tata Communications Ltd.The Federal Bank Ltd.Bajaj Consumer Care Ltd.Phillips Carbon Black Ltd.Shoppers Stop Ltd.Tinplate Company Of India Ltd.IIFL Securities Ltd.Plastiblends India Ltd.Shakti Pumps (India) Ltd.Uniply Industries Ltd.

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Tips on efficiently using finances for personal use –

1.Spend Less Than You Earn – Expenses should always be the amount left after investing smartly and keeping a fixed amount aside to constitute as savings . Monthly income = (1st preference ) savings + (2nd  preference) investments + (3rd  preference) expenses 2. Learn to Budget – A popular and effective way to budget is […]

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Loans Against Card Sale

We help business in availing loan against card sales made at their business establishment

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Welcome to the world of Personal Financial Planning with the view that every person should be equipped to manage his money in his best interest so that he/she enjoys the financial freedom at the earliest which should allow them to live life as per their own terms.

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