Knowledge Centre

Empowering Investors with Knowledge, Confidence & Clarity

Market insights, investor guides, NRI resources and financial tools — designed to make investing simple, compliant and insightful for individuals, NRIs and institutions alike.

“Because informed investors make confident, long-term decisions.”

📘 Weekly research • Calculators • Bilingual insights • Downloadable guides

What You’ll Learn

  • Market Updates & Trend Analysis
  • Behavioral Finance & Investor Mindset
  • Taxation, NRI Compliance & Tools
  • Global Insights & Cross-border Investing
Subscribe: updates@groupinvestment.in • Weekly Digest
Investor-First Insights
Learn • Plan • Grow

📰 Market Insights & Research Updates

Monthly Market Outlook — Apr 2025

Sector rotation, interest-rate cues and tactical ideas for treasuries.

Mutual Fund SIP Tracker Q1

Top performers across categories and SIP performance snapshot.

PMS & AIF Insights

High-level view on risk-adjusted returns and manager selection.

Experts publish weekly and monthly summaries. Replace sample articles with your CMS/posts.

📈 Investment Education Series

Mutual Fund vs Fixed Deposit
Available: EN • MR • HI
How to Plan Tax-efficient Investments
Available: EN • MR
PMS vs AIF — Which is right?
Available: EN
Formats: articles, videos, podcasts, infographics. I can scaffold CMS templates if you want.

💼 Corporate & CSR Knowledge Hub

Resources to help corporates, trusts and CSR teams navigate investment rules, reporting and employee financial literacy programs.

  • CSR Investment Guidelines under Section 135
  • Trust investment structuring under Section 11(5)
  • Employee financial literacy program templates
Downloads & Templates
Board resolution templates, CSR reporting checklists and audit-ready MIS templates are available in the Knowledge Library.

🌍 NRI Knowledge Corner

FEMA, repatriation, DTAA and NRE/NRO account FAQs — practical guides for NRIs managing India-based investments.

  • NRI ITR filing guides
  • FEMA-compliant investment checklists
  • KYC & repatriation workflow
Suggested actions
Download the NRI checklist or book a consultation using the institutional contact for repatriation & compliance help.

🩺 Health & Insurance Awareness

Articles and FAQs linking health protection to financial planning: claim tips, common rejection reasons and preventive care checklists.

  • Understanding group mediclaim benefits
  • Tips to avoid common claim rejections
  • Humanitarian claim assistance case summaries
Featured
Infographics & short explainer videos to simplify claim proceedings and preventive health steps for employees.

🗓️ Events, Webinars & Investor Meets

Monthly NRI Investment Webinar
Every 1st Wednesday
Corporate Treasury Meet — Mumbai
Quarterly
Investor Education Week
Annually
Integrate registration with your contact form, or use WhatsApp/Calendly links for RSVPs.

🧩 Tools & Calculators

SIP & Goal Calculator
Interactive web tools to help visitors plan SIPs, retirement & coverage needs.
Retirement Planner
Interactive web tools to help visitors plan SIPs, retirement & coverage needs.
Insurance Coverage Estimator
Interactive web tools to help visitors plan SIPs, retirement & coverage needs.
NRI Repatriation Estimator
Interactive web tools to help visitors plan SIPs, retirement & coverage needs.
I can scaffold these calculators (React) and wire them to an API if you want interactive functionality.

💬 Client Success Stories & Case Studies

NRI Family — 8% ROI via Balanced PMS

Structure and performance summary (anonymised).

Corporate Treasury — 2.5x vs FD

Short-term debt strategy case summary.

🧩 Knowledge Library Downloads

NRI Investment Guide (PDF)
Free download — click to open.
CSR Fund Deployment Handbook
Free download — click to open.
Investor Tax Planner 2025
Free download — click to open.
Place PDF files under public/brochures/. I can generate these PDFs for you if needed.

📰 Subscribe: Wealth & Wellness Digest

Weekly market summary, opportunities, and health + CSR updates — in English and Marathi.

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Request a custom proposal for group insurance, employee benefit funding or corporate investment advisory.

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info@groupinvestment.in • +91 9594705655