Listen to this article Published by Holistic Financial Services | Data as on 30th April 2026 | Net-of-fee analysis throughout Quick Summary What Works What Doesn’t Strong since-inception alpha: +4.19% above benchmark (June 2017) Underperforming benchmark on 1Y, 2Y, 3Y, and 5Y trailing periods (net of fees) Low leverage; improving ROE profile in portfolio companies […]
Axis AMC Brand Equity PMS Review: Is It Good, Worth It & What the Analysis Really Reveals
Listen to this article Quick Summary ✅ What Works ⚠️ What Doesn’t Strong 1-month rebound (+15.14%) ahead of benchmark Trails benchmark across 3Y, 5Y, and since inception on an annualised basis Reasonable portfolio diversification — 38 stocks across sectors 2.5% fixed fee is a heavy drag when net alpha is near zero or negative Transparent […]
Home Loan Prepayment Vs Long-Term EMI: What’s the Smarter Strategy?
Listen to this article Buying a home is often described as a milestone—but financially, it’s a commitment that stretches across decades. Once the loan is in place, a practical dilemma emerges: Should you focus on closing your home loan quickly, or let it run its full course while you invest elsewhere? At first glance, the […]
Retirement Isn’t About Stopping Work—It’s About Staying Free
Listen to this article For anyone caught in the routine of deadlines, meetings, and endless responsibilities, retirement often feels like a distant paradise. No alarms. No pressure. No boss. Just a life of comfort, leisure, and complete freedom. But pause for a moment and ask yourself: Is retirement really about doing nothing—or is it about […]
IDCW vs SWP for Retirement in India: Which Withdrawal Strategy Protects Your Wealth?
Listen to this article For decades, retirement planning in India followed a predictable script. Work for 30–35 years. Save diligently. Retire with a lump sum and depend on fixed income sources. But that script no longer works. Today, the real challenge isn’t just building a retirement corpus—it’s ensuring that your money lasts as long as […]
What May 19 Is Really Trying to Tell You About Your Wealth
Listen to this article Why the most profitable financial decisions are made on quiet, unremarkable days — and why May 19 is one of them. Table of Contents: The Hook Why May 19 Is a Structural Financial Turning Point The Lesson of the Great Dark Day: May 19, 1780 The Offense Frame: Is Your Growth […]
