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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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QNA - AXIS - NPS - (FEATURED

NPS Vs. Equity Mutual Fund: Which is Better for Retirement Planning?

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article National Pension Scheme is undoubtedly the best investment instrument for retirement from the Govt. of India. It invests in Govt. bonds, corporate bonds, and equity schemes by evaluating your risk profile. The exposure to the equity market with the long lock-in period makes the right combination. It is ideal because equity […]

QNA - AXIS - INCOME - FEATURED

How Much Should You Invest From Your Monthly Income?

by Holistic Leave a Comment | Filed Under: Investments

Discovering the world of personal finance can get overwhelming to many amateur investors. It’s like a river fish exploring the Pacific Ocean. “Start small” is a good piece of advice. But, then what? A lot of investors miss out on the chance of becoming a successful investor. It is because they are not sure how […]

QNA AXIS - FD - FEATURED

What Should Be The Percentage of Fixed Deposit Allocation in Your Portfolio?

by Holistic Leave a Comment | Filed Under: Asset Allocation

“Diversification is an established tenet of conservative investment.” -Benjamin Graham Fixed Deposits—“the mother of safe investments”—play a significant role in portfolio diversification. But it is a fine line to walk for any investor. Your portfolio diversification has the power to mitigate investment risk or dilute your portfolio returns. It puts us in a corner with […]

A Personal Finance Session on Mind over Money - 2

Do Not Invest! A Mind Over Money Session for Successful Investors-Part 2

by Holistic 2 Comments | Filed Under: Financial Planning

Pick any successful investor from around the world. 100% of them will have one identical learning. “Investment success is more Behavioural than Financial.” In our Mind Over Money webinar with Axis Mutual Fund, we learned the behaviour gap of investors in decision making. But then comes a moment where you have to navigate through it […]

QNA - AXIS - SENIOR CITIZENS - FEATURED

How Should Retirees Invest in Senior Citizen Investment Schemes?

by Holistic Leave a Comment | Filed Under: Retirement Planning

Senior citizen investment schemes from the Govt. of India have always been kinder. Senior citizen investment schemes like SCSS offer a slightly better return rate than the others. Being a new retiree or when you are about to retire, safety takes a step forward. And all such senior citizen investment schemes start to look just […]

A Personal Finance Session on Mind over Money - 1

Do Not Invest! A Mind Over Money Session for Successful Investors-Part 1

by Holistic 3 Comments | Filed Under: Financial Planning

“Do Not Invest.” may seem a little strange to come from someone in the personal finance industry. Indeed, do not invest, if you don’t have the right investment paradigm. A lack of the right investment paradigm kills your capital, kills your financial plan (if you have one), and then the worst. It kills your financial […]

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