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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

Regular Plan vs. Direct Plan Which Mutual Fund Option Truly Benefits You

Regular Plan vs. Direct Plan: Which Mutual Fund Option Truly Benefits You?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article When you invest in mutual funds, do you go for Regular Plans or Direct Plans? At first glance, the choice may look like a no-brainer—why pay extra charges in Regular Plans when Direct Plans let you save that cost? But here’s the twist: sometimes, what looks like a “saving” upfront can […]

SEBI’s New Mutual Fund Rules: What Investors Must Know in 2025

SEBI’s New Mutual Fund Rules: What Investors Must Know in 2025

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Mutual funds have become the go-to choice for millions of Indian investors — from first-time earners looking for SIPs to seasoned professionals diversifying their portfolios. But with rapid growth also comes responsibility. Think about it: if lakhs of crores of rupees are flowing into mutual funds every year, shouldn’t investors know […]

Breaking Free from the Short-Term Trap Why Mutual Funds Help Investors Win

Breaking Free from the Short-Term Trap: Why Mutual Funds Help Investors Win

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Why do so many first-time investors open a trading app, buy a stock, and then check its price every 10 minutes? It feels like control, right? But in reality, this habit often reflects fear rather than strategy. Keeping money liquid or glued to short-term price movements gives an illusion of safety. […]

Mutual Funds: What Really Drives Compounding? Buy and Forget vs. Reshuffle and Grow

Mutual Funds: What Really Drives Compounding? Buy and Forget vs. Reshuffle and Grow

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article When it comes to investing, one word that excites every investor is compounding. The idea that “your money makes money, and then that money makes more money” is powerful enough to lure people into long-term investing. But along with the fascination comes a common fear: What if I reshuffle my mutual […]

Debt Mutual Fund Risks: Why “Safe” Funds Can Still Burn Your Pocket

Debt Mutual Fund Risks: Why “Safe” Funds Can Still Burn Your Pocket

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article When you hear the words “debt mutual fund,” what pops into your head? Stability? Predictable growth? A safe cousin of equity? It’s tempting to assume that if equities are rollercoasters, debt funds must be the slow-moving train. But is that really the case? Here’s the reality check: debt mutual funds are […]

Thematic Fund Mania: When Hype Meets Harsh Reality

Thematic Fund Mania: When Hype Meets Harsh Reality

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Remember the hype around thematic mutual funds last year? It was almost impossible to miss. Mutual fund houses launched exotic funds with fancy narratives, and online platforms—from mutual fund portals to even some online bond platforms—amplified the buzz. The stage was set like a grand Roman gladiator show. Investors, much like […]

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