GreenEdge Wealth Services

16/01/2019

Gold Bonds - An Investment Opportunity

Considering that gold has been a store of value since last ~5,000 yrs & a hedge against inflation, war, famines, uncertainty, we at GreenEdge believe that 5-10% of an individual's total wealth should be allocated to gold.

You can also invest in latest Sovereign Gold Bond Series V which is open for subscription till 18th Jan, 2019 (Friday). These bonds score over physical gold/ e-gold - Scope for capital appreciation + annual interest of 2.5%, low transaction costs, NIL expense ratios, no storage & purity issues.

You can read full article here -

The lure of yellow metal for Indians has stood the test of time courtesy the well-entrenched cultural psyche of gifting gold during marriage, purchasing gold during auspicious occasions, etc. GreenEdge’s View on Gold Gold has been accepted as a store of value since the last ~5,000 years in the min...

26/12/2018

A Conversation between a New Investor & his Investment Advisor



https://twitter.com/GreenEdgeWealth/status/1077800811806236672

24/12/2018

Check out how GreenEdge's Customized Financial Planning can help you. Click here - http://greenedgewealth.com/?p=169



https://twitter.com/GreenEdgeWealth/status/1077080768856367105

18/12/2018

Great things happen only when 'intelligence' & 'emotions' act in harmony & towards a common goal 🎯

Intelligence: There is no need 👎 to buy the 2nd car 🚗
Emotions (social pressure): Let's buy it on loan 😛

17/12/2018

𝗠𝗲𝗺𝗼 𝟮𝟲 – 𝗠𝗮𝗿𝗸𝗲𝘁 𝗩𝗶𝗲𝘄: 𝗧𝗵𝗲 𝗟𝗶𝘁𝗺𝘂𝘀 𝗧𝗲𝘀𝘁 – 𝗢𝘃𝗲𝗿 𝗳𝗼𝗿 𝗜𝗻𝗱𝗶𝗮, 𝗯𝘂𝘁 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 𝗳𝗼𝗿 𝗬𝗼𝘂!

Read GreenEdge's latest memo here - http://greenedgewealth.com/?p=1110

https://twitter.com/GreenEdgeWealth

It would be an understatement to say that a lot has happened between the previous article dated 18th Sep, 2018 – Memo 25: Market View – Who Shall Pass the Litmus Test? and this one Memo 26. The stock market decline that started in Feb, 2018 reached its nadir in October, 2018, with the panic …

25/07/2018

HDFC AMC IPO - Invest

Yes, you have read it correctly. India’s largest mutual fund is coming out with its own IPO and we have strong reasons to believe that it is a good long term investment. Click here to read the full article -

Yes, you have read it correctly. India’s largest mutual fund is coming out with its own IPO and we have strong reasons to believe that it is a good long term investment. HDFC group has touched us in many ways – either through its bank account or its home loan or its insurance products or …

20/06/2018

What we learn from our Customers' Financial Planning?

Click to read -

“6 time Grand Slam champion Boris Becker was declared bankrupt.” “The famous Baywatch babe Pamela Anderson went from becoming a millionaire to going broke” These stories, though startling, are not uncommon. You can read Pamela Anderson’s story here – http://greenedgewealth.com/2016/10/25...

18/03/2018

GreenEdge Wealth Services conducted its 1st ever International Investor Awareness Session in Singapore for NRIs - 17th March, 2018 😀



https://twitter.com/resha_haria/status/975411012525543424

08/03/2018

GreenEdge wishes A Happy Women's Day

Today, I will share an old article I had written for women's day last year which is still relevant today. It also has the short story of how I as a woman achieved my financial freedom - https://greenedgewealth.com/women-investing-no-longer-a-paradox/

We, at GreenEdge, don't believe in giving lip service to women only on women specific occasions but invest our time and energy round the year in creating financial literacy among women. We have conducted investor awareness sessions for women employees of corporates like American Express, Monsanto, etc in the recent past and continue to connect with women through informal coffee meets too, round the year.

After interacting with scores of millennial men & women, I have realized that they plan their education, career, marriage, etc but are woefully inadequate in planning their finances. Let me end this short message with a rhetorical question - Do you have a financial plan yet?

You could be 25, 45 or 55 years old but it's important to have a financial plan. Let me know in case you need help with making a financial plan for you or your family.



Regards,
Resha Mehta,
Partner & Investment Advisor,
GreenEdge Wealth Services
[email protected]
7045659759

Women & Investing – No Longer A Paradox? Happy Women’s Day to all the lovely women!! After having received numerous mails from the lovely women folk prodding me to write on investing for women, I believe, it is perfectly befitting to address this topic on the eve of Women’s Day. This article i...

29/01/2018

Memo 23: Market View - 11,000 is Just A Number!

Click to read more - https://greenedgewealth.com/memo-23-11000-is-just-a-number/

Click to read all of our last 6 years' market view memos - https://greenedgewealth.com/memos/

Memo 23 – 11,000 is Just A Number!11,000 is just a number! We will take the liberty to borrow a few lines from our June 2017 article titled “10,000 is just a number”, where we discussed at length that the Indian stock markets are headed much higher in the coming days. It’s almost a déjà vu...

18/01/2018

Amber Enterprises IPO - Add this Cool Quotient

Click here to read the full article -

Amber Enterprises IPO – Add this Cool Quotient We may be blissfully unaware that we could be using this little known company’s products to seek respite from the sweltering heat.Amber Enterprises India Ltd is a Punjab based contract manufacturer of room air-conditioners and its components for mos...

27/11/2017

𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗔𝘄𝗮𝗿𝗲𝗻𝗲𝘀𝘀 𝗦𝗲𝘀𝘀𝗶𝗼𝗻𝘀 - 𝗮𝗰𝗿𝗼𝘀𝘀 𝗜𝗻𝗱𝗶𝗮
GreenEdge has conducted over a dozen investor awareness sessions for retail investors / salaried professionals / entrepreneurs across Mumbai, Delhi, Bangalore, Pune and Chennai.

𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲𝗱 𝗦𝗲𝘀𝘀𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀
We also conducted focused sessions for employees of corporates like American Express, Monsanto, GEP, etc. In case you wanna have such a session conducted in your organization too, then feel free to contact us

𝗞𝗲𝘆 𝗜𝗱𝗲𝗮 𝗼𝗳 𝘁𝗵𝗲𝘀𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗦𝗲𝘀𝘀𝗶𝗼𝗻𝘀
Apart from giving a general orientation towards personal finances, these sessions aim at helping individuals to avoid sub-optimal financial decisions, create a robust long term plan and a deep dive on benefits of equities as an investment avenue.

https://twitter.com/resha_haria/status/935051219525033985

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