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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

disciplined investment

Investment Discipline: One thing that changes Everything about your Investments

by Holistic Leave a Comment | Filed Under: Investments

There are people who are disciplined and there are who are not. What is the difference between these two sets of people? The first set of people lead an orderly, healthy and peaceful life, prepared for the ups and downs, not upset with the lows, and make others feel comfortable in their company. The second […]

Emotional sales pitch

Do you fall prey for this Emotional Sales Pitch?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article It has been a long tradition amongst us that you allow your heart to rule when you fall in love. You heart takes the decision there and not your mind. Similar thing should not happen when you take your investment and financial decisions. Most of the financial and investment products are […]

right decision at right time

How to take Right Investment Decisions at the Right Time?

by Holistic Leave a Comment | Filed Under: Investments

Whether you are buying an insurance policy or investing in mutual funds, do you take the right investment decisions at the right time. Whenever you feel low or the time is not in your favour, the first thing that gets affected by this feeling is your decision making process. Factors like wavering social or financial […]

ESOP

An overview of taxation on India ESOPs for US based NRIs

by Holistic 1 Comment | Filed Under: Tax planning

Listen to this article Employee Stock Option Plans (ESOPs) is a beneficial plan given to the employees of a company to buy the company shares at a pre-decided price and it forms part of taxable income. Most senior employees working with bluechip companies get ESOPs regularly and they have to pay tax on their ESOPs. […]

buying dream house

3 most important things to consider before buying your dream house

by Holistic 1 Comment | Filed Under: Investments

Listen to this article Buying a house is considered as one of the top priorities for any individual. At the same time, buying a house is the most time consuming and high energy demanding task of our lives. ‘I bought a house for ‘x’ amount 5 years back. My friend who invested same amount in […]

Risk and reward

How to Control Risk and Reap the Rewards from your Investments?

by Holistic Leave a Comment | Filed Under: Investments

“There is no gain without pain” is a common adage which many people believe in. Perhaps the gains which they have attained in the various spheres of life have been consistently greater than the proportion of risk and pain taken. So what is it about ‘risk’? How does one identify risks beforehand and what measures […]

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Recent Posts

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  • Are Your Indian Investments a Hidden Tax Trap in the U.S.? Understanding PFIC Rules for NRIs
  • Outdated Money Habits That Don’t Work Anymore in 2025 — What You Should Do Instead

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