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FPA Edutech

@fpaedutech

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#1 Training Institute for ACCA, CMA US, CFP, CFA & Investment Banking. Trained over 5,00,000 participants online & offline globally. Founder @kirtanshahcfp

Mumbai, India
Joined April 2023
Don't wanna be here? Send us removal request.
@fpaedutech
FPA Edutech
10 months
This video will help you understand how to avoid paying taxes on your MF. #MutualFund #Equity #Tax #Taxes #MutualFundInvesting #NoTaxes
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@fpaedutech
FPA Edutech
10 months
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@fpaedutech
FPA Edutech
1 year
SIP on which date of the month yields the most returns? Does not matter at all! If you look at the 10 year average sip return on daily rolling basis between September 1996 to March 2023, the difference in return between the best & the worst is 0.08%
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@fpaedutech
FPA Edutech
3 months
Everyone needs a Will, nomination does not work. #will #nominee #insurance #cfp
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@fpaedutech
FPA Edutech
3 months
Pre pay your loan only if you are in the first 60% tenure of the loan (6 years in a 10 year loan) post that you might as well invest that money instead of pre paying the loan. @KirtanShahCFP #loan #homeloan #homeloans #buyvsrent #fpaedutech #cfp #cfa
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@fpaedutech
FPA Edutech
1 month
If you are a PPF investor, some very important clarifications came in lately that you should be aware off, #FPA #FPAEdutech #CFP #Finance #Investment #CFPwithFPA #Coaching #Training
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@fpaedutech
FPA Edutech
1 year
DOW was up 400 points yesterday because it is presumed that the DEBT CEILING deal has been reached. - But whatโ€™s the debt ceiling about? - Is US going to default on its debt? Lets understand it in this ๐Ÿงต. Do โ€˜re-tweetโ€™ & help us educated more investors (1/13)
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@fpaedutech
FPA Edutech
2 months
As we are expecting interest rates to fall, we feel Debt Mutual Funds are in a better position for investments vs the FD. #invest #fpaedutech #investingforbeginners #investment #investing101 #investments #cfp
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@fpaedutech
FPA Edutech
1 month
If you invest in an FD before utilising your VPF limits, thatโ€™s a big investment mistake. You are investing at 7% where as you can make 11.65% here how, #invest #fpaedutech #investingforbeginners #investment #investing101 #investments #cfp #cfa
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@fpaedutech
FPA Edutech
3 months
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@fpaedutech
FPA Edutech
7 months
Hereโ€™s how you value #realestate . Most of us have no idea if the house we are buying is fairly priced or not. This is a brilliant thumb rule to decide if you are overpaying for your real estate. #FPAEdutech #FinancialPlanningAcademy #realestateinvesting #invest #investing101
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@fpaedutech
FPA Edutech
4 months
Invest in a fund which has higher Sortino because it suggests that the fund is able to generate higher returns for every unit of risk that it is taking. #mutualfunds #invest #investingforbeginners #investing101 #investment #fpaedutech #kirtanshah #cfp #cfa #cfalevel1 #cfaexam
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@fpaedutech
FPA Edutech
1 year
There are 3 sources to maximise returns, (a) Information Edge - You have the information before it is public (b) Analytical Edge - You have sophisticated systems (c) Behavioural Edge - You are disciplined (1/5)
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@fpaedutech
FPA Edutech
1 year
You will now see a lot of Multi Asset Indices & mutual funds being launched, thanks to the withdrawal of indexation advantage. A quick ๐Ÿงต on why multi asset funds will become more prominent (1/7)
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@fpaedutech
FPA Edutech
3 months
Hereโ€™s how I invest and have been able to generate 23% returns on my portfolio over the last 18 years. @KirtanShahCFP #invest #investing101 #investingforbeginners #investment #investments #investmentstrategies #fpaedutech
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@fpaedutech
FPA Edutech
1 month
Assuming everything else constant, there are 2 reasons why MFs are better than PMS if you want to invest in Equities @KirtanShahCFP #invest #fpaedutech #investingforbeginners #investment #investing101 #investments #cfp #cfa
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@fpaedutech
FPA Edutech
9 months
There is a misconception that FDs are risk free because we only see risk as 'risk of default', money not coming back but there are so many other risks while investing in FDs that we don't pay attention to: 1) Default Risk 2) Liquidity Risk 3) Inflation Risk 4) Reinvestment Risk
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@fpaedutech
FPA Edutech
6 months
Arbitrage Mutual Fund is a far better contingency fund than Fixed Deposits. - Itโ€™s liquid without any charge unlike the bank - Itโ€™s taxed at 10% vs FDs at 30% #investing #invest #investing101 #investingforbeginners #investment #investments #fpaedutech #cfp #cfa #fpa
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@fpaedutech
FPA Edutech
1 year
US will most likely suspend the debt ceiling till Jan - 2025 i.e. - Can print as much as they want, even beyond the current ceiling of $31.4 T (1/5)
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@fpaedutech
FPA Edutech
21 days
Most of youโ€™ll are aware about SIP & Lumpsum but may of youโ€™ll are not aware of this powerful tool called STP #sip #stp #mutualfunds #fpa #fpaedutech #cfp
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@fpaedutech
FPA Edutech
7 months
As a #retailinvestor , the easiest way to do that is value investing. If in the previous year small cap and done well, avoid #investment for the next year and vice versa. Because in 2023 #smallcaps have done well, we will avoid it in 2024. #market #invest #investing101 #investing
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@fpaedutech
FPA Edutech
1 year
Top 3 common mistakes investors make while investing through Mutual Funds, (a) Investing in NFOs (b) Investing in thematic / sectoral funds (c) Investing in Multiple schemes Let me explain (1/7) Do โ€˜re-tweetโ€™ if you like the ๐Ÿงต
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@fpaedutech
FPA Edutech
3 months
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@fpaedutech
FPA Edutech
3 months
Hereโ€™s why Gold MF has become an even better bet for gold investing vs physical gold @KirtanShahCFP #gold #goldjewellery #mutualfunds #invest #budget #fpaedutech
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@fpaedutech
FPA Edutech
1 year
After 10 hikes, US FED pauses the rate hike! - 18 of 18 policy makers voted to pause the rate in this policy - 12 of 18 policy makers feel there is another 50bps hike possible in the future - 18 of 18 policy makers donโ€™t believe there will be a rate cut this year (1/3)
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@fpaedutech
FPA Edutech
4 months
Many of youโ€™ll would have read about the recent SEBI probe around front running in Quant MFs. Letโ€™s try & decode everything you need to know about the same @KirtanShahCFP
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@fpaedutech
FPA Edutech
11 months
Todayโ€™s rally is less of BJP winning the state election and more of market factoring in a BJP win in the Union election. @KirtanShahCFP #FPA #FinancialPlanningAcademy #UnionElection #BullMarket #EquityMarket #BJP #MarketUpdates
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@fpaedutech
FPA Edutech
1 month
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@fpaedutech
FPA Edutech
4 months
This is the start of the end of the $ dominance - Have you ever wondered why the $ is the strongest currency? - Why can US keep printing $ and yet the value of the $ does not fall - Why does US invade countries like Iraq The answer is Oil, let me explain!
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@fpaedutech
FPA Edutech
2 months
Over the last 100 years, there have been 14 such rate cycles 12 out of the 14 cycles are in which the S&P 500 delivered positive returns for the next 1 year #investingforbeginners #investments #invest #cfaexam #cfalevel1 #cfainstitute #cfp #fpaedutech #financialmarkets
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@fpaedutech
FPA Edutech
10 months
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@fpaedutech
FPA Edutech
28 days
Assuming everything else constant, there are 2 reasons why MFs are better than PMS if you want to invest in Equities #invest #fpaedutech #investingforbeginners #investment #investing101 #investments #cfp #cfa
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@fpaedutech
FPA Edutech
3 months
Hereโ€™s why itโ€™s better to invest in a MF for equity investing over a PMS or a small case @KirtanShahCFP #mutualfunds #sip #pms #smallcase #invest
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@fpaedutech
FPA Edutech
10 months
In this reel, We have covered how small finance banks can give you higher returns on FD. #FDReturns #FixedDeposit #Finance #banks #HighReturns
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@fpaedutech
FPA Edutech
6 months
There is a huge opportunity cost to invest in FD vs Market linked products. Also this thumb rule is a great way to understand if the product you want to invest in is offering adequate returns or not! #invest #investing101 #investingforbeginners #investment #kirtanshahfpa #fpa
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@fpaedutech
FPA Edutech
9 months
Multicap funds are the best way to invest small sips. So if you have to invest 5,000 a month, - Invest 2,500 in Nippon Multicap - Invest 2,500 in Quant Multicap Please make sure you have 5 years plus of investment horizon before you start this investment. @KirtanShahCFP
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@fpaedutech
FPA Edutech
5 months
Your MF portfolio shows Absolute returns to be 25% and XIRR to be 39% than whatโ€™s your actual portfolio return 25 or 39? Lets try and understand #invest #investing101 #investingforbeginners #investment #investments #cfp #cfa #fpaedutech #kirtanshahcfp
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@fpaedutech
FPA Edutech
7 months
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@fpaedutech
FPA Edutech
6 months
Should you invest or wait? Data Credit - WhiteOak AMC
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@fpaedutech
FPA Edutech
7 months
Disciplined investors can make better wealth than intelligent investors! As a retail investor the biggest strength you have is to stay disciplined & invest for long. @KirtanShahCFP #invest #investing101 #investingforbeginners #investment #kirtanshahcfp #kirtanshahfpa
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@fpaedutech
FPA Edutech
25 days
The first question most of youโ€™ll might have is the reason for taking 8% in NPS. #invest #fpaedutech #investingforbeginners #investment #investing101 #investments #cfp #cfa
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@fpaedutech
FPA Edutech
11 months
Gold has hit the all time high because interest rates are expected to fall as well as $ is expected to fall increasing the demand for gold. @KirtanShahCFP #EquityMarket #GoldInvestment #FDInvestor #GoldPrices #MarketUpdate #stockmarkets
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@fpaedutech
FPA Edutech
24 days
If you are investing for the next 24 months, FD will give you 7% returns fixed. If you withdraw before the 2 years, there will be a 1% penalty. #FPA #FPAEdutech #Invest #MutualFunds #FD
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@fpaedutech
FPA Edutech
3 months
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@fpaedutech
FPA Edutech
6 months
Taking Mediclaim early is not a need but a necessity! Take Mediclaim early to avoid the waiting period to work against you. #healthinsurance #mediclaim #fpaedutech #cfp #kirtanshahcfp #kirtanshahfpa
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@fpaedutech
FPA Edutech
24 days
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@fpaedutech
FPA Edutech
1 year
Sector wise break up of the $9B FII inflows over the past 12 months. Highest inflows in, - Industrials - Consumer Discritionary - Consumer Staples - Auto - Financials Biggest outflow in, - IT - Energy
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@fpaedutech
FPA Edutech
1 year
This has been a very exciting global macro week, (a) China central bank cut rates twice, 1s before the policy & 1 during the policy announcement. China wants to support the economy and hence markets may react positively in the short term (1/3)
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@fpaedutech
FPA Edutech
1 year
Thank you so much @1FinanceHQ for coming down to our campus & helping our students not only understand the industry but also giving them a platform to start.
@1FinanceHQ
1 Finance
1 year
We had the privilege of visiting the esteemed @fpaedutech , founded by @KirtanShahCFP , last Saturday. We were delighted to engage with an audience of 100+ dedicated students and professionals, all eager to explore the realms of financial planning. Our objective of visiting them
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@fpaedutech
FPA Edutech
10 months
This video focuses on helping you understand how you can use tax loss harvesting to reduce your tax liabilities on capital gain. @KirtanShahCFP #MutualFund #Equity #Tax #Taxes #MutualFundInvesting #Investing #taxliability
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@fpaedutech
FPA Edutech
3 months
Decreasing the customs duty on Gold had nothing to do with the SGBs Content Credit - Prime Investor #sgb #gold
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@fpaedutech
FPA Edutech
13 days
This video will help you understand the best Debt Mutual Funds to invest in vs your savings account, Fixed Deposit or even the corporate deposits #mutualfunds #fds #savingsaccount #fpa #fpaedutech #cfp
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@fpaedutech
FPA Edutech
7 months
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@fpaedutech
FPA Edutech
9 months
Capture ratios are brilliant data points to look for to see how your scheme does during uptrending markets & down trending markets. #MFInvestingTips #MutualFundHacks #InvestmentWisdom #SmartInvestor #WealthBuilding #FinancialFreedom #FundYourFuture #MoneyMindset #InvestSmart
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@fpaedutech
FPA Edutech
6 months
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@fpaedutech
FPA Edutech
10 months
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@fpaedutech
FPA Edutech
22 days
The prime reason for most of us to invest in MF is that there are 7000+ stocks listed on exchanges put together & we either donโ€™t have the time or donโ€™t know which 30-40 stocks should we invest in & hence we invest in a Mutual Fund #FPA #FPAEdutech #Invest #investing
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@fpaedutech
FPA Edutech
1 month
If you have realised that you have wrongly invested in a traditional insurance policy, your decision to continue or not, will depend on 2 things, - The amount of premium paid already - How many year are still left for the maturity of the policy #FPA #FPAEdutech #CFP
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@fpaedutech
FPA Edutech
14 days
This video will explain to you everything you need to know about where the Mutual Fund you have invested in is investing #mutualfunds #equity #fpa #fpaedutech #cfp
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@fpaedutech
FPA Edutech
7 months
The idea is not to tell you to take a loan or use a credit card but to show you that CIBIL scoring is very different from what you think it is. @KirtanShahCFP #cibil #cibilscore #cibilscoreimprovement #loan #creditcard #kirtanshahfpa #kirtanshahcfp #fpaedutech
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@fpaedutech
FPA Edutech
7 months
Investing in an Equity #MutualFund is a much better option than #investing in the #SukanyaSamriddhiYojana Ofcourse our suggestion is slightly riskier than #SSY but itโ€™s worth if your investment horizon is 21 years @KirtanShahCFP #investing101 #investingforbeginners #investment
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@fpaedutech
FPA Edutech
1 year
If you like the content, please retweet & follow @FPAedu for more on finance & accounting. P.S. - FPA is a leading training provider for the CFA, CFP, ACCA, CMA (US) & CPA courses in India.
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@fpaedutech
FPA Edutech
7 months
Never invest in an insurance product for returns. Insurance is for risk management. Content Credit - Prime Investor #invest #investing101 #investingforbeginners #investment #investments #kirtanshahfpa #kirtanshahcfp #fpaedutech #insurance
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@fpaedutech
FPA Edutech
7 months
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@fpaedutech
FPA Edutech
23 days
Instead of ULIP, try Mutual Fund + Term Insurance If you are doing a 20,000 a month investment, below is what can happen, #invest #fpaedutech #investingforbeginners #investment #investing101 #investments #investments #cfp #cfa Dont use insurance as investment!
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@fpaedutech
FPA Edutech
2 months
Opportunity cost is for real, most donโ€™t understand it. @KirtanShahCFP #FPA #FPAEdutech #Finance #Investment #Cost
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@fpaedutech
FPA Edutech
10 months
If the 3 year rolling of a fund over the last 10 years is 12%, that means had I invested in the fund at any time in the last 10 years & stayed invested for 3 yrs, I would have made 12% return & exactly y this is a more reliable parameter 2 understand the consistency of the fund.
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@fpaedutech
FPA Edutech
3 months
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@fpaedutech
FPA Edutech
1 year
Pathway to a job in Investment Banking Operations ๐Ÿ‘‡ FPA runs a 4 months global program in Investment Banking Operations offered by The Chartered Institute for Securities & Investment (The CISI) which is valid in 100+ countries (1/3)
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@fpaedutech
FPA Edutech
1 year
New video uploaded on โ€˜Understanding the IT sector & what to look for in an IT stockโ€™ This week our guest on #FinancePeCharcha is @meeta_shetty , Fund Manager - Tata Digital Fund Link to the episode -
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@fpaedutech
FPA Edutech
1 year
In 2023 so far, - NASDAQ is up 31% - S&P 500 up 9.5% - Russel 2000 up 0.34%. Infact, 100% of the returns that the S&P 500 has generated is all thanks to just 6 stocks. AI is the next big thing the investors are betting on
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@fpaedutech
FPA Edutech
7 months
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