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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

Alternative Investments

The Surprising Truth about Alternative Investments

by Holistic | Filed Under: Investments

Do I need to invest in Alternative Investments? Are alternative investments for me? In the world of sports, the weightlifter will assess the weight to be lifted vis-à-vis his capacity and strength; a diver will measure the depth and nature of water before taking the plunge. This analogy can be extended to the field of […]

Invest in property

4 primary factors to consider when investing in property

by Holistic | Filed Under: Real estate investment

Listen to this article Want to invest in property, but have no idea of how to kick off your search? Let us understand how to go about. Parallel to cash, stocks and bonds; property is also one amongst the four most common types of investments. There are some important factors to consider when investing in […]

recession

How to Recession-proof Your Investments?

by Holistic | Filed Under: Investments

Listen to this article What is Recession? Recession is a normal thing for any business cycle. What? Are you kidding? Recession is normal? You will ask! Yes, the Recession is a part of the normal business cycle. What actually it is? Well recession occurs ” WHEN FOR 2 CONSECUTIVE QUARTERS GDP OF ANY COUNTRY GOES […]

Demystifying common myths Relating to financial advice

Demystifying common myths relating to Financial Advice

by Holistic | Filed Under: Financial Plan

Listen to this article Finances can be sometimes tough to take it all alone. Seeking financial advice from your planner can benefit you no matter you are young or old, single or married, have high or low income. A good financial advice can not only aid people with saving money, but also protecting their loved […]

start talking right

STOP taking wrong financial & investment decisions; START taking the right financial & investment decisions

by Holistic | Filed Under: Financial Plan

Listen to this article Why do we take wrong financial and investment decisions? Instead of following a proven practical process to take right financial and investment decisions, we just take decisions impulsively or as a reaction to the circumstance. “I invested in Highest NAV guaranteed ULIP ploicy, because I’ll not suffer if the market crashes.” […]

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Why your personal finance is out of your control and how to bring it under your control

by Holistic | Filed Under: Financial Plan

Why your personal finance is out of your control and how to bring it under your control? “I was a safe investor. So I invested everything in fixed deposits . My returns are not even beating inflation. So to beat inflation, I invested in stock market. But now the markets are crashing…” “I kept a […]

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