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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

Mutual Fund Switching: Does It Really Maximize Returns or Hurt Your Profits?

Mutual Fund Switching: Does It Really Maximize Returns or Hurt Your Profits?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Investing with a long-term perspective and consistently contributing without interruptions can yield substantial returns. Investors who remained invested without any modifications for ten years have seen returns as high as 20.66% in small cap funds. However, mutual fund investments do not always guarantee profits. At times, certain fund schemes may underperform, […]

Active vs. Passive Funds Which Investment Strategy Works Best for You

Active vs. Passive Funds: Which Investment Strategy Works Best for You?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article When it comes to mutual fund investments, should you trust expert fund managers to actively grow your money, or let an index-based approach do the work for you? Which strategy will help you achieve your financial goals? These are questions that puzzle many investors. Mutual fund investments are categorized into two […]

Want High Profits in Mutual Fund Investments? Avoid These 5 Mistakes!

Want High Profits in Mutual Fund Investments? Avoid These 5 Mistakes!

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Mutual fund investments have gained immense popularity due to their high return potential, ease of investment, and transparency. The fact that total investments in mutual funds have surpassed ₹68 lakh crore speaks volumes about the growing trust in this avenue. But, does everyone who invests in mutual funds make profits? Unfortunately, […]

Rolling Returns: The Secret to Conquering Market Volatility & Building Long-Term Wealth

Rolling Returns: The Secret to Conquering Market Volatility & Building Long-Term Wealth

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Imagine you’re meticulously crafting a sandcastle on the beach. You’ve spent hours perfecting every detail, only to have a sudden wave wash it away. Do you abandon your efforts, or do you rebuild it farther from the tide’s reach? Investing in the stock market often feels similar. The market’s waves are […]

Small-Cap Mutual Funds in Freefall: Should Investors Hold, Buy, or Exit?

Small-Cap Mutual Funds in Freefall: Should Investors Hold, Buy, or Exit?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Small-Cap Mutual Funds in Freefall: Should Investors Hold, Buy, or Exit? The Nifty Small cap 100 index has taken a sharp hit, declining over 14% so far in 2025. The broader equity markets are struggling under volatility, but small caps have been the hardest hit, leaving investors wondering—should they hold, exit, […]

Is Investing in Low-Risk Mutual Funds a Smart Choice?

Is Investing in Low-Risk Mutual Funds a Smart Choice?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Is Investing in Low-Risk Mutual Funds a Smart Choice? Investing is often a game of risk and reward. But what if you could earn decent returns without exposing yourself to the rollercoaster ride of the stock market? Wouldn’t that be the best of both worlds? Low-risk mutual funds promise stability, but […]

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