Where Liquid Funds Fit in a Wealth Plan Liquid funds are not an investment. They are a financial safety instrument. This distinction matters more than
Managing wealth is not just about picking the right mutual fund or timing the market. For salaried professionals and families, real financial freedom comes from
Investing in mutual funds offers individuals an accessible way to grow their wealth through diversified portfolios managed by professionals. However, with thousands of mutual fund
Association of Portfolio Managers in India (APMI) is the industry body that represents SEBI-registered Portfolio Management Services (PMS) participants in India. While PMS providers manage
Where Mid Cap Funds Fit in a Wealth Pl Mid Cap funds invest in companies ranked 101st to 250th by market capitalisation — businesses beyond
Where Small Cap Funds Fit in a Wealth Plan Small Cap funds invest in companies ranked 251st and beyond by market capitalisation — businesses in
If you are planning to invest through a Systematic Investment Plan (SIP) for the next 5 years, the right choice of mutual funds can make
1. What are Equity Mutual Funds? Equity Mutual Funds pool money from many investors and invest primarily in the shares of companies. Their goal is
1. What are Mutual Funds (MF) and How do they Work ? Mutual funds are a way for a group of people to pool their
The website persfinanceplanning.in is owned by Mr. Nitin Wali, Pune based Chartered Wealth Manager [CWM] , a registered AMFI Mutual Fund Distributor ARN–244802 and a registered Distributor APRN07002 for Portfolio Management Services (PMS).
As a distributor, the role is limited to facilitating access to mutual funds and PMS providers registered with SEBI and recommending suitable product options based on the investor’s profile.
This platform does not provide investment advisory services under SEBI (Investment Advisers) Regulations, nor does it act as a Portfolio Manager. All information, tools, and calculations shared here are for educational purposes only.
No fees are charged to investors for using this website. The distributor may receive commissions from AMCs or PMS providers for distribution-related activities.
Mutual fund and PMS investments are subject to market risks. Past performance does not guarantee future results. No assurance is given regarding investment returns or the achievement of financial objectives.
