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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

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? […]

5 Strategies for New Investors to Profit from Mutual Funds

5 Strategies for New Investors to Profit from Mutual Funds

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Mutual fund investments in India are witnessing an unprecedented surge, with both the total investment amounts and the number of investors growing at a remarkable pace. The increasing popularity of mutual funds can be attributed to their accessibility, flexibility, and potential for wealth creation. But what exactly makes them so appealing, […]

Don't Invest in Mutual Funds Until You Ask These 5 Crucial Questions!

Don’t Invest in Mutual Funds Until You Ask These 5 Crucial Questions!

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Looking at recent economic statistics and the trends in the investment market, it is reasonable to anticipate that by 2030, nearly 150 million investors could become part of India’s mutual fund sector. But what is driving this surge? The growing interest in mutual fund investments has been remarkable, with more individuals […]

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