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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

PMS vs. Mutual Funds: A Comparative Guide

PMS vs. Mutual Funds: A Comparative Guide

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article When it comes to wealth creation, should you trust the expertise of Portfolio Management Services (PMS) or stick to the tried-and-tested route of Mutual Funds? Or is a combination of both the real game-changer? With so many investment options available, making the right decision can feel overwhelming. But don’t worry—by the […]

Mutual Funds: The More You Watch, The Less You Gain!

Mutual Funds: The More You Watch, The Less You Gain!

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article In today’s fast-moving, data-driven world, the temptation to track your mutual fund’s performance daily is stronger than ever. With real-time updates just a tap away, keeping an eye on your investments has never been easier. But does this constant monitoring actually work in your favor? The reality might surprise you. In […]

Mutual Fund Options: Growth Vs IDCW? Which is Better?

Mutual Fund Options: Growth Vs IDCW? Which is Better?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Mutual fund investing has become increasingly popular among both seasoned and new investors. But with countless schemes available, how do you choose the one that aligns with your goals, risk appetite, and investment horizon? One crucial decision investors face is choosing between the Growth option and Income Distribution cum Capital Withdrawal […]

FD vs Mutual Funds – Where Should You Invest?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Table of Contents: Introduction What is a Fixed Deposit (FD)? Benefits of Fixed Deposits Who Should Invest in an FD? What is a Mutual Fund? Benefits of Mutual Funds Who Should Invest in Mutual Funds? FD vs Mutual Funds: A Comparative Analysis FDs vs Mutual Funds: Which One Should You Choose? […]

Small-Cap Vs Large-Cap Mutual Funds: Which Is Right for You?

Small-Cap Vs Large-Cap Mutual Funds: Which Is Right for You?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Table of Contents: 1. Introduction: Understanding Small-Cap and Large-Cap Mutual Funds 2. What Are Small-Cap Mutual Funds? 3. What Are Large-Cap Mutual Funds? 4. Small-Cap Vs Large-Cap: Key Differences Risk and Volatility Growth Potential Liquidity Investment Horizon 5. Pros and Cons of Small-Cap Mutual Funds 6. Pros and Cons of Large-Cap […]

Direct Stocks vs Equity Mutual Funds: What’s Right for Your Portfolio?

Direct Stocks vs Equity Mutual Funds: What’s Right for Your Portfolio?

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article You might have come across social media posts claiming that an investment of ₹10,000 in Wipro shares in 1980 would be worth around ₹600 crores today. It’s not just Wipro, there are countless stories about stocks like Infosys, MRF, Britannia, Havells, and TCS delivering massive returns over time. Seeing these stories, […]

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