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Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

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Holistic

Is Direct Bond Investing Really Safe? The Hidden Risks & Smarter Alternatives

Is Direct Bond Investing Really Safe? The Hidden Risks & Smarter Alternatives

by Holistic Leave a Comment | Filed Under: Tax Free Bonds

Listen to this article Are bonds really the safe haven many investors believe them to be? For generations, bonds have been seen as the steady cousin of equities — dependable, calm, and reassuring. They promise fixed returns, lower volatility, and regular interest pay-outs. To the average investor, that sounds like the perfect antidote to the […]

How Smart Investors Turn Rare Market Dips into Valuable Opportunities.

How Smart Investors Turn Rare Market Dips into Valuable Opportunities.

by Holistic Leave a Comment | Filed Under: Stock Market Investment

Listen to this article The stock market’s ups and downs are inevitable — and that’s exactly what makes it so powerful for long-term investors. Take the BSE Sensex, for instance. India’s benchmark index of 30 blue-chip companies has climbed from just 100 points in 1979 to over 80,000 in 2024. That’s an incredible journey — […]

Pramerica Life Next Gen Pension Plan

Pramerica Life NextGen Pension Plan: Good or Bad? A Detailed ULIP Review

by Holistic Leave a Comment | Filed Under: Insurance

Listen to this article Is the Pramerica Life NextGen Pension Plan really the smart way to grow a retirement corpus — or just another ULIP with long-term risks? Is Pramerica Life NextGen Pension Plan your gateway to a secure, market-linked retirement — or just another ULIP that demands both patience and risk tolerance? Can the […]

8 Smart Moves to Build a Happy, Wealthy, and Worry-Free Retirement

8 Smart Moves to Build a Happy, Wealthy, and Worry-Free Retirement

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article What does retirement really mean to you? Is it the sound of waves replacing the sound of the morning alarm? Is it reading your favourite book in peace, traveling without checking work emails, or finally spending unhurried time with family? For many, retirement paints a picture of freedom — of time, […]

Rethinking Wealth: Key Lessons from Morgan Housel’s The Art of Spending Money

Rethinking Wealth: Key Lessons from Morgan Housel’s The Art of Spending Money

by Holistic Leave a Comment | Filed Under: Wealth Management

In The Art of Spending Money, Morgan Housel turns traditional financial wisdom on its head. Instead of focusing on stock tips or investment hacks, he asks a deeper question: “What is money really for?” In India today, where the middle class is rapidly expanding and financial awareness is rising, this question feels especially relevant. We […]

The Smart Parent’s Guide to Securing a Child’s Future Sukanya Samriddhi, Mutual Funds, or Insurance

The Smart Parent’s Guide to Securing a Child’s Future: Sukanya Samriddhi, Mutual Funds, or Insurance?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Every Indian parent has one thing in common: the dream of seeing their children educated, settled, and happy. Whether it’s funding an IIT education, sending them abroad for higher studies, or planning a memorable wedding, these aren’t just financial goals — they’re emotional promises. But here’s the problem: with rising inflation […]

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Recent Posts

  • Is Direct Bond Investing Really Safe? The Hidden Risks & Smarter Alternatives
  • How Smart Investors Turn Rare Market Dips into Valuable Opportunities.
  • Pramerica Life NextGen Pension Plan: Good or Bad? A Detailed ULIP Review
  • 8 Smart Moves to Build a Happy, Wealthy, and Worry-Free Retirement
  • Rethinking Wealth: Key Lessons from Morgan Housel’s The Art of Spending Money

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