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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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Blog

manage document

Here’s a Quick way to manage your Personal Finance Documents

by Holistic Leave a Comment | Filed Under: Investments

We all come across situations wherein our personal finances go beyond control. Despite trying hard to maintain it every month, we fail. This happens as we do not keep important personal finance documents at one place and update them on a regular basis. Due to this, our entire expenses of house get mixed up and […]

travel insurance

All you wanted to know about Travel Insurance

by Holistic 1 Comment | Filed Under: Insurance

Just imagine, you are surfing on the blue green waters of Mauritius, sipping the serene and spiritual beauty of Bhutan in your soul or just wandering on the green pastures of Switzerland! Then all of a sudden, you develop severe stomach- upset in Mauritius, lost your baggage in Bhutan or misplace your passport during night […]

How safe are your mutual fund investments

How safe are your mutual fund investments?

by Holistic 9 Comments | Filed Under: Mutual Funds

Listen to this article As an investor, we invest money with the primary objective of making positive returns through them. Mutual funds are one of the most popular investment vehicles across the globe. It is very lucrative, and it has the magnetic effect of luring more and more investors. Though the mutual fund considers as […]

Intelligent Investor

How to Learn to Invest and become an Intelligent Investor

by Holistic Leave a Comment | Filed Under: Investments

Becoming an intelligent investor is not just about having knowledge—it’s about cultivating the right mind-set and approach. How do you set yourself apart as an investor? How do you make informed decisions and navigate the complexities of finance? Let’s explore how you can learn to invest effectively and become an intelligent investor. Table of Contents: […]

Purchase and Sale of property by NRI's

All you wanted to know about the Guidelines for Purchase and sale of property by NRIs and repatriation of sale proceeds

by Holistic 5 Comments | Filed Under: NRI, Real estate investment

It is not that complicated for Non-Resident Indians (NRI) to buy or sell immovable property in India and remittance of sale proceeds, but there are certain rules and regulations to be followed during such transactions. The Reserve Bank of India governs them and they fall under the purview of the Foreign Exchange Management Act (FEMA). […]

succesful investor

How to Become a Successful Mutual Fund Investor? A Simple Guide for Investment Success!

by Holistic 1 Comment | Filed Under: Mutual Funds

With each passing year, the Indian market is becoming more and more volatile. Despite the growing inflation rates, the interest rates are going down. In this uncertain economy, investing for higher return has become a big challenge. Indian Investors are becoming more growth and return focused. The only challenge is finding long term reliability. Enter […]

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