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Retirement planning is essential for securing financial stability in later years. Mutual Funds offer growth potential through diverse investment options, while insurance provides protection against unforeseen risks. Combining both optimizes retirement planning, balancing growth with risk mitigation. Assess needs, set goals, invest regularly, diversify, and protect loved ones with insurance.
If a business has surplus capital, then that can be invested in numerous ways, while keeping one s risk tolerance in mind. It would be a win for the business as well as for the wealth management industry.
Kotak Dynamic Bond Fund, one of the recommended schemes, has been in the third quartile in the last month. ICICI Prudential All Seasons Bond Fund has been in the second quartile in the last month.
The assets under management of the Indian mutual fund industry surged 35% and stood at Rs 53.40 lakh crore in March 2024 as compared to Rs 39.42 lakh crore in March 2023, according to a report by ICRA Analytics.