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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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mediclaim rejected

What to do if your claim from mediclaim policy is rejected?

by Holistic 1 Comment | Filed Under: Mediclaim

Most of the times, amidst having taken a

Mistake to avoid

5 Common Financial Planning Mistakes to Avoid

by Holistic 5 Comments | Filed Under: Financial Planning

Financial Planning is a process that helps an individual to find out the shortest route between where you are and where you want to go financially. Can you reach your destination with a good road but a wrong map? Have you ever asked yourself ‘What financial planning mistake did I make despite doing everything right?’ What […]

vehicle insurance

What Insurance Companies do not tell you about your Vehicle’s Insurance?

by Holistic 1 Comment | Filed Under: Insurance

Knowing about the Vehicle Insurance Policy [the_ad id=’13526′] “Buyer beware” is a common caveat which is used to warn buyers of services like insurance covers. In the context of vehicle insurance this is all the more relevant. Failing to read and understand the exclusions mentioned in the insurance policy documents can result in a feeling […]

5 financial planning tips to achieve your goals

5 financial planning tips that makes achieving your financial goals easy

by Holistic Leave a Comment | Filed Under: Financial Planning

Listen to this article Introduction: Mr. Kumar, aged 47, a marketing professional, is an ambitious investor. He wanted to save funds for the rainy day and lead a comfortable living. He had read and seen people invest in stocks , mutual funds, and many other investment vehicles. Most of them made big money, though an […]

How to get exemption from paying capital gain tax

How to get exemption from paying Capital Gain Tax?

by Holistic Leave a Comment | Filed Under: Tax planning

One of our distinguished Finance Ministers had made this famous statement in one of his speeches, “Even God would not like to pay taxes!” reinforcing the general dislike of tax payers in paying taxes. However, our lawmakers are human, and they understand this general aversion of people to pay taxes. That may be one of […]

Query

What every investor needs to know about Capital Gains Account Scheme

by Holistic 17 Comments | Filed Under: Tax planning

Listen to this article The Query Mr Chaudhury has just sold his old ancestral house for a lump sum consideration of Rs.20,00,000. He has now set his eyes on a new apartment which is due for possession within the next two years. Mr. Chaudhury is in a dilemma, he is aware that the amount he […]

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