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Asset Allocation: A tale of two brothers and their portfolios
Amit and Babu had similar lives, incomes, and habits—but ended up with very different retirements.
The key difference wasn’t how much they earned or saved, but how they allocated their investments.
This blog highlights why asset allocation is more powerful than picking the right stock or fund.
Learn how a smart asset mix can shape your financial future and build lasting wealth.

Wealth Beacon Team
Jul 303 min read


Active vs Passive Funds – Settling the Debate
This blog explores the debate between active and passive investment funds, using Warren Buffett's iconic 2007 bet as a foundation. It delves into the pros and cons of each approach, particularly for Indian investors, and highlights why low-cost index funds often outperform active portfolios.

Wealth Beacon Team
Jul 224 min read


SIP Through the Storm: What 20 Years of Market Data Reveals
SIPs help investors stay disciplined and build wealth over time. However, many paused their SIPs during the 2025 market correction, missing key opportunities. History shows that bear market SIPs often deliver the highest long-term value.

Wealth Beacon Team
May 62 min read
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