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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

If a Mutual Fund Company Shuts Down, What Happens to Your Money

If a Mutual Fund Company Shuts Down, What Happens to Your Money?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Picture this. You’ve finally decided to invest in mutual funds. You’ve done the SIP. The app says “invested.” All good, right? And then one day someone casually says, “What if the mutual fund company just shuts down?” Wait… what? You begin to wonder: What if that really happens? Do I lose […]

Equity Savings Vs Arbitrage Vs Income + Arbitrage Funds: Which Low-Risk, Tax-Efficient Option is Right for You

Equity Savings Vs Arbitrage Vs Income + Arbitrage Funds: Which Low-Risk, Tax-Efficient Option is Right for You

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Are you looking for stable returns without giving up tax efficiency? Wondering what the best investment options are after the withdrawal of indexation benefits on debt funds? You’re not alone. The investment landscape has evolved rapidly. With debt mutual funds now taxed at income slab rates regardless of holding period, investors […]

Want Good Returns in Mutual Funds? Check the ‘Fact Sheet’!

Want Good Returns in Mutual Funds? Check the ‘Fact Sheet’!

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Ever felt overwhelmed scrolling through hundreds of mutual fund options? Confused by buzzwords like “large-cap,” “mid-cap,” or “AUM”? Wouldn’t it be amazing to have one concise document that lays it all out—objectives, risks, holdings, performance, fees—in clear, bite-sized sections? That’s exactly what the Mutual Fund Fact Sheet does. Is it worth […]

Should You Exit or Stay Invested in Small-Cap Funds Amid the Current Downturn?

Should You Exit or Stay Invested in Small-Cap Funds Amid the Current Downturn?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Feeling anxious about your small-cap fund investments? You’re not alone. With the recent 25%+ drop, many investors are wondering — is it time to pull out or hold on for long-term gains? Small-cap investors are facing a grey, stormy season. The index has dropped over 18% (as of April 15, 2025). […]

How Many Mutual Funds Should You Have in Your Portfolio?

How Many Mutual Funds Should You Have in Your Portfolio?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article A common question many investors ask is: How many mutual funds should I have in my portfolio to earn significant returns without complicating my investments? Recently, an investor I met had 22 mutual funds in his portfolio, despite investing only ₹30,000 per month. When I asked why so many funds, he […]

Kisan Vikas Patra (KVP) vs. Equity Mutual Funds: Which One Should You Choose?

Kisan Vikas Patra (KVP) vs. Equity Mutual Funds: Which One Should You Choose?

by Holistic Leave a Comment | Filed Under: Mutual fund Sip, Mutual Funds

Listen to this article When planning for the future, should you settle for guaranteed but modest growth or take a calculated risk for potentially higher returns? If you’re torn between Kisan Vikas Patra (KVP) and Equity Mutual Funds, you’re not alone! Both have their pros and cons—but which one aligns best with your financial dreams? […]

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