December Investor Note
Investor Note – December 2025 As the year draws to a close, we take a moment to reflect on a dynamic twelve months in the markets. Despite continued global uncertainty and shifting economic indicators, investors have navigated both challenges and opportunities with discipline and adaptability. Equity markets showed signs of resilience in the final quarter,…
Mutual Funds
Mutual funds are pooled investment products where money from many investors is combined and invested in a diversified portfolio of securities like stocks, bonds, or money market instruments, managed by professional fund managers. What is a mutual fund? A mutual fund is an investment vehicle that collects money from multiple investors and invests it…
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Financial Planing FAQ’s
Common questions on financial planning and investing
What should a financial plan include?
You can just reach out directly to contact@keynivesh.com
or call 1-800-356-8933. After we have an initial discussion:
- We price quote based on the info provided in the discussion.
- We guide you with any questions or notes along the way.
- We share it with you for your review and answer.
- After the review - you ESign, then we Efile.
- You receive a final copy for your records.
Can you help me plan for retirement?
You can just reach out directly to contact@keynivesh.com
or call 1-800-356-8933. After we have an initial discussion:
- We price quote based on the info provided in the discussion.
- We guide you with any questions or notes along the way.
- We share it with you for your review and answer.
- After the review - you ESign, then we Efile.
- You receive a final copy for your records.
What is your investment philosophy?
You can just reach out directly to contact@keynivesh.com
or call 1-800-356-8933. After we have an initial discussion:
- We price quote based on the info provided in the discussion.
- We guide you with any questions or notes along the way.
- We share it with you for your review and answer.
- After the review - you ESign, then we Efile.
- You receive a final copy for your records.
Will I have a dedicated advisor?
You can just reach out directly to contact@keynivesh.com
or call 1-800-356-8933. After we have an initial discussion:
- We price quote based on the info provided in the discussion.
- We guide you with any questions or notes along the way.
- We share it with you for your review and answer.
- After the review - you ESign, then we Efile.
- You receive a final copy for your records.