
Multi Cap Funds in a Wealth Management Portfolio: 2026 Selection Framework
Where Multi Cap Funds Fit in a Wealth Plan Multi Cap funds are mandated by SEBI to maintain a minimum 25% allocation each across large,

Where Multi Cap Funds Fit in a Wealth Plan Multi Cap funds are mandated by SEBI to maintain a minimum 25% allocation each across large,

1. What is the National Pension System (NPS)? The National Pension System (NPS) is a voluntary, defined contribution pension scheme launched by the Government of

There is one question almost every NPS investor eventually types into a search bar: “What return does NPS give?” The honest answer is that no

Most NPS conversations in India focus on one thing — accumulation. How much should I contribute? Which fund manager should I choose? Equity or government

1. What is portfolio rebalancing? Portfolio rebalancing is the process of restoring your investments to their original target allocation — by selling what has grown

Where Large Cap Funds Fit in a Wealth Plan Large Cap funds invest predominantly in the top 100 companies by market capitalisation — businesses with

The R.S.W. Financial Independence Framework — A Complete Guide Most salaried professionals in India are not bad at earning. They are bad at structuring. They

You have built a solid SIP in an Indian equity fund. Your portfolio is growing. You review it every year and feel in control. But

In wealth management, investments are not evaluated in isolation. Portfolios are built through structured asset allocation designed to balance growth, stability, and long-term goals. Within

Most conversations about ETF investing in India start with the same premise: ETFs are low-cost, transparent, and passively managed. Therefore, you should use them. That
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.