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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

Protect Yourself: Don’t Let Social Media Scams Steal Your Peace of Mind

Protect Yourself: Don’t Let Social Media Scams Steal Your Peace of Mind

by Holistic Leave a Comment | Filed Under: Wealth Management

Listen to this article Remember when people used to go to theatres just to watch movies? Then television came along and slowly took over our daily lives. At the time, everyone debated whether TV was good or bad for us. Now, hasn’t social media taken that very same place? How many of us can go […]

GIFT City: A Comprehensive Investment Guide for NRIs and OCIs

GIFT City: A Comprehensive Investment Guide for NRIs and OCIs

by Holistic Leave a Comment | Filed Under: NRI

Listen to this article What if you could bridge the gap between domestic investing and global markets—all from a single platform? That’s precisely the promise of Gujarat International Finance Tec-City (GIFT City), India’s first International Financial Services Centre (IFSC). Located between Ahmedabad and Gandhinagar, GIFT City mirrors the infrastructure and regulations of top global hubs […]

Haven’t Saved Anything for Retirement? Here’s What You Can Still Do

Haven’t Saved Anything for Retirement? Here’s What You Can Still Do

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article Is it too late to save for retirement if you haven’t started yet?Not necessarily. While early planning is ideal, all hope is not lost if you’re nearing retirement with no savings. The good news? There are still practical and strategic steps you can take to ensure you don’t run out of […]

Want Good Returns in Mutual Funds? Check the ‘Fact Sheet’!

Want Good Returns in Mutual Funds? Check the ‘Fact Sheet’!

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Ever felt overwhelmed scrolling through hundreds of mutual fund options? Confused by buzzwords like “large-cap,” “mid-cap,” or “AUM”? Wouldn’t it be amazing to have one concise document that lays it all out—objectives, risks, holdings, performance, fees—in clear, bite-sized sections? That’s exactly what the Mutual Fund Fact Sheet does. Is it worth […]

Investing with Intention: The Case for Quality Over Quantity

Investing with Intention: The Case for Quality Over Quantity

by Holistic Leave a Comment | Filed Under: Investment Planning

Listen to this article As a financial planner, we’ve seen first hand how investing has evolved—from paper statements and phone-based trading to algorithmic platforms and robo-advisors. Yet, amidst all this innovation, one truth remains: the core principles of diversification haven’t changed. In fact, in an age of overwhelming choice, these timeless concepts are more critical […]

These 3 Investments Are Silent Portfolio Killers—Are You Holding Them?

These 3 Investments Are Silent Portfolio Killers—Are You Holding Them?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Have you ever felt FOMO as you watched friends celebrate Bitcoin’s latest rally or drool over a six-figure NFT sale? With memes, media stories, and influencers touting “get-rich-quick” potential, it’s no wonder investors—from college students to retirees—are lured in. But ask yourself: when hype drives your decisions, are you investing or […]

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