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Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

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Mutual Funds

Why Chasing “Top 5 Mutual Funds” Could Derail Your Long-Term Wealth

Why Chasing “Top 5 Mutual Funds” Could Derail Your Long-Term Wealth

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Let’s be honest — we’ve all done it. You’ve made up your mind to start investing seriously. You’ve heard friends and colleagues talk about mutual funds, how they help build wealth and beat inflation over the long term. So, you do what most smart, tech-savvy investors do: you open Google and […]

Why Thematic Mutual Funds May Not Be the Smart Investment Strategy You Think

Why Thematic Mutual Funds May Not Be the Smart Investment Strategy You Think

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Thematic mutual funds have exploded in popularity in recent years. Everywhere you look, there’s a fund promising to capture “the next big trend”—AI, EVs, renewable energy, digital healthcare, consumption, robotics, and more. It sounds compelling, doesn’t it? After all, who wouldn’t want to invest in the sectors shaping the future? But […]

7 Golden Rules to Earn High Profits from Equity Mutual Funds

7 Golden Rules to Earn High Profits from Equity Mutual Funds

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Can you really build long-term wealth through equity mutual funds? Why do some investors consistently earn higher returns while others struggle to stay afloat? The truth is — profits in equity funds aren’t just about luck or market timing. They depend on how wisely you choose, how long you stay invested, […]

Less Is More: Why Too Many Mutual Funds Can Hurt Your Returns

Less Is More: Why Too Many Mutual Funds Can Hurt Your Returns

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article How many mutual funds do you own right now? Five? Ten? Maybe even twenty? Most investors believe the more funds they hold, the safer their portfolio is. After all, diversification reduces risk, right? But what if too much diversification ends up hurting your returns instead of helping them? What if your […]

How Smart Mutual Fund Investors Can Prepare for 2026’s Market Reality?

How Smart Mutual Fund Investors Can Prepare for 2026’s Market Reality?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Table of Contents: The Big Picture: The Glow Around India — and the Subtle Change Beneath It The First Turning Point: When India’s Outperformance Starts to Cool The Illusion of Stability — Why Calm Markets Can Be Deceptive The Third Insight: Rising Margin Debt — A Subtle Red Flag The Common […]

Why 5 Million Direct Investors Exited, While Mutual Funds Gained Ground

Why 5 Million Direct Investors Exited, While Mutual Funds Gained Ground

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article When stock markets tumble, what do direct retail investors do—hold, buy more, or run for the exit? For 5 million direct retail investors, the answer was simple: they pressed the exit button. Between September 2024 and August 2025, the National Stock Exchange (NSE) saw its active direct retail investors shrink from […]

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