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Personal Finance 2026

Mutual Funds vs Model Portfolios: Key differences, benefits and risks explained

Mutual Funds vs Model Portfolios: Key differences, benefits and r...

Mon, Jun 01, 2026

Mutual Funds vs Model Portfolios: Speaking on Zee Business on model portfolios and modern investing tools, Kshitiz Mahajan, Managing Partner & CEO of Complete Circle Wealth, and Poonam Rungta, Certified Financial Planner, explained how both products work and where each fits in an investor’s journey.

The 7-Year Rule Explained: Why experts call it the ‘magic number’ for equity investors

The 7-Year Rule Explained: Why experts call it the ‘magic number’...

Mon, Jun 01, 2026

The 7-Year Rule Explained: Discussing a study on long-term equity performance, Pankaj Mathpal, Managing Director of Optima Money Managers and Prathiba Girish, Founder, Finwise, emphasised that equity as an asset class has the ability to beat inflation over the long term despite short-term fluctuations.

What are Model Portfolios? Experts explain benefits, risks and who should invest

What are Model Portfolios? Experts explain benefits, risks and wh...

Thu, May 28, 2026

Model Portfolio Explained: Explaining the concept in a discussion on Zee Business, Kshitiz Mahajan, Managing Partner & CEO of Complete Circle Wealth and Certified Financial Planner Poonam Rungta shared key insights on its benefits, risks and who it is suitable for.

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What is the 100 minus age rule? Experts explain simple portfolio allocation strategy

What is the 100 minus age rule? Experts explain simple portfolio...

Sat, May 16, 2026

100 minus age rule: Speaking on Zee Business around portfolio allocation strategies, financial experts, Poonam Rungta, certified financial planner and Pankaj Mathpal, Managing Director, Optima Money, explained the popular “100-minus-age” rule and how investors can use it to decide their equity exposure in the portfolio.

Is inflation eating into your returns? Experts share key portfolio strategy changes

Is inflation eating into your returns? Experts share key portfoli...

Fri, May 08, 2026

Experts Pankaj Mathpal, Managing Director of Optima Money, and Prathiba Girish, Founder of Finwise, explained that the slowdown in returns is not unusual, but rather part of a broader economic cycle influenced by inflation, currency weakness, and global uncertainty. In a discussion on Zee Business, both experts shared key insights on what investors should do.

SIP Calculator: How 10% annual step-up can grow Rs 25,000 monthly SIP into Rs 4.65 crore corpus

SIP Calculator: How 10% annual step-up can grow Rs 25,000 monthly...

Thu, May 07, 2026

SIP Calculator: Mrin Agarwal, CEO, Finsafe, and Mohit Gang, CEO, Moneyfront, in a conversation with Zee Business, explained that while “buying the dip” can marginally improve returns, the bigger advantage for most long-term investors comes from staying invested consistently and increasing SIP amounts over time through a “step-up SIP” strategy.

How much equity to hold in portfolio? Experts bank on this age-wise retirement strategy

How much equity to hold in portfolio? Experts bank on this age-wi...

Fri, May 01, 2026

Retirement Planning: Speaking with Zee Business, Vikas Puri, Senior Partner, Complete Circle Capital and Kirttan Shah, Founder & CEO, Truvanta Wealth, explained that with people working for about 30–35 years but potentially living up to 80–85 years, individuals may need to fund nearly 50–60 years of expenses. This makes early and disciplined investing essential.

No Cost EMI Explained: Why Small EMIs May Cost You More

No Cost EMI Explained: Why Small EMIs May Cost You More

Fri, Feb 20, 2026

No Cost EMI may look affordable with small monthly payments, but the real cost is often hidden. Discounts get reduced, processing fees apply, and GST adds to the total bill. This video explains how No Cost EMI actually works, where the extra cost comes from, and when it makes sense to choose it. Before selecting easy installments, understand the complete calculation behind the offer.

Mutual Fund: Why SIP investors in 2026 are looking beyond equity for more stable returns

Mutual Fund: Why SIP investors in 2026 are looking beyond equity...

Tue, Feb 10, 2026

Mutual Fund: SIP investors in 2026 are increasingly looking beyond equity-only funds as market volatility remains high and returns feel less predictable. Multi asset allocation funds, combining equity, debt and gold, are emerging as a more balanced way to invest steadily through uncertain times.

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