Clear thinking on portfolio architecture, PMS, mutual funds and wealth structuring — written for investors who want to understand, not just invest.
A complete, honest comparison for investors with ₹50 Lakhs or more. Covers ownership structure, minimum investment, taxation, costs, customisation — and exactly who should choose what.
A practical framework for HNIs who want their investments to generate predictable monthly cash flow — covering SWP mechanics, corpus calculator, three-bucket allocation and tax optimisation.
Concrete allocation frameworks for different corpus sizes — how the instrument mix, concentration level, and tax complexity evolve as you move from ₹1 Crore to ₹10 Crore and beyond.
Every guide here is a framework — your actual allocation should be tailored to your corpus, goals and tax situation. Talk to Harshit for a no-obligation conversation.
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document carefully before investing. Past performance is not indicative of future returns. True Funnel is a mutual fund distributor registered with AMFI (ARN-360113) and APMI (APRN09086). The information on this page is for educational purposes only and should not be construed as investment advice.