Planyourmoney

27/05/2025

transmission—the process of transferring investments to nominees—is often more complicated than investors expect.
From mismatches in nominee names, missing signatures, to confusion between demat and physical units, families face frustrating delays during emotionally difficult times.
Even a small error can halt the process, leaving rightful heirs stuck in endless paperwork.
If you're an investor or a financial advisor, understanding these real-life challenges is critical to ensure your loved ones don’t suffer later.

👉 Read the full article here: https://planyourmoney.in/post/mfd/transmission/

27/12/2024

In FY 2016-17, amount invested in Systematic Investment Plans over a whole year was Rs 44,000 crores. In FY 2024-25, and that same amount is now every two months !

Read to find out more : https://planyourmoney.in/post/monthly-roundup/2024/november-2024/

13/12/2024

Owning a car in India is often seen as a milestone of and convenience. But have you ever paused to consider how much of the money you spend on your car actually goes to the government in the form of ?

Read to find out : https://zurl.co/2Xyze

12/11/2024

In October 2024, Indian retail showed remarkable resilience, investing a record-breaking Rs 74,727 crores in equity despite a market dip from 85,879 to 78,000. Net inflows hit an all-time high of Rs 41,886 crores, with redemptions at a five-month low of Rs 32,840 crores. Investors poured historic amounts into various categories, with Rs 6,855 crores in , Rs 8,946 crores in , and Rs 8,108 crores in . funds also saw a peak of Rs 8,979 crores.

While Foreign Institutional Investors (FIIs) continue to sell, Domestic Institutional Investors (DIIs) are cautiously waiting for better prices, further stabilizing the market. Retail investors' growing confidence and long-term commitment are seen as key stabilizers, making them essential players in India’s economic landscape amidst volatility.

https://zurl.co/VrUw

30/10/2024

Wish you and your family a very happy and a prosperous new year. May this new year bring lots of and .

16/09/2024

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13/09/2024

Curious about the latest trends in mutual funds for August 2024? This article breaks down where the smart money is flowing, including insights into large-cap, midcap, and smallcap funds. With record inflows into mid and small caps, but concerns over valuations, how should you navigate these market dynamics? Whether you're an investor looking for long-term opportunities or just keen to stay updated, this roundup offers valuable takeaways.

Click here for a deeper dive into the data!

https://zurl.co/zTi3

Flow of money in mutual funds

01/09/2024

As markets reach new highs, it's crucial to remember the fundamentals of mutual fund investing. Your financial goals, not greed, should guide your investment decisions. For a deeper understanding, check out this article: https://planyourmoney.in/post/didyouknow/back-to-basics---mutual-fund/.

21/08/2024

Take our Wellness Quiz to discover where you stand on personal finance! This quiz will assess your knowledge on . Start now and take a step towards a more financial future!

https://forms.gle/dqWxkuirihh85zXy7

This quiz helps you understand your knowledge on personal finance. There is a challenging question which will test your knowledge. About Planyourmoney We help people achieve their financial goals. You can visit our website to understand our services. You can alternatively reach me at 6361408429. You...

27/05/2024

A manufacturing theme invests primarily in companies within the sector, such as those involved in industrial production, machinery, and raw materials processing. These funds aim to capitalize on the and of the manufacturing industry, offering exposure to the sector’s potential for long-term returns.

Is this the new theme that will propel our in the future ?

Should we consider this a part of our ?

Read to find out more :

https://planyourmoney.in/post/spotlight/manufacturing/

18/04/2024

One of my clients initiated their account with a public sector bank approximately 14 years ago. Recently, when they approached the bank for guidance on the next steps, they were informed that the only option was to withdraw the amount and initiate a new account with the same bank.

Please read more here to understand how he tackled this issue :

https://planyourmoney.in/post/casestudies/ppf/

01/04/2024

industry has crossed 50 lakh crore mark in January 2024. While it’s common for to primarily focus on short-term returns when selecting , it’s essential to consider various other factors that play crucial roles in decisions.

Read more to find how these factors play an important role :
https://planyourmoney.in/post/did-you-know/back-to-basics---mutual-fund/