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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

kyc-for-Nris

Mutual Fund KYC for NRIs: 10 Most Important Things to Know

by Holistic 12 Comments | Filed Under: Investments

Listen to this article Are you an NRI who wants to invest in Mutual Funds in India? But being an NRI, are you afraid of the tedious process of getting your KYC done? Wondering if there would be an easier way to get your KYC done without having to travel to India? If yes, then […]

Stock Market Investment

3 Influential Factors That Can Make or Break Your Stock Market Investments

by Holistic Leave a Comment | Filed Under: Stock Market

Listen to this article Many of us have experienced it: that nagging feeling of doubt when faced with a challenging task or a tough decision. We know deep down that success isn’t guaranteed, and the odds may not be in our favor. In such moments, the temptation to throw in the towel can be strong. […]

Best Investment for yoy always

How to choose the best investments for you always?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Feeling lost in the financial maze? You’re not alone. Whether you’re a seasoned investor or just dipping your toes into the world of finance, the abundance of options can leave anyone feeling overwhelmed. One moment, everything seems rosy, and the next, it’s all red flags and confusion. Sound familiar? You’re in […]

What Should You do With the Non Performing Investments

What should you do with the non-performing investments?

by Holistic 1 Comment | Filed Under: Investments

‘I am following all key models suggested by the advisors, specialists while investing. Still I haven’t seen the growth in my portfolio as it should be. There are some investments which are not performing. What to do with them?’. These confusing thoughts often occur in investors mind. We often forget to get the answers for […]

Pan card for NRIs

How to Get NRI Pan Card – The Complete Process in 4 Steps

by Holistic 37 Comments | Filed Under: Investments

Listen to this article Permanent Account Number (PAN) is a unique 10 digit alpha-numeric number allotted to a Taxpayer by the Income-Tax Department of India. The purpose of PAN is to bring a unique global identification to keep track of all financial transactions and to prevent tax evasion by taxpayers in India. PAN stores all […]

overcome shopping

7 steps to overcome your shopping addiction and becoming financially healthy

by Holistic 1 Comment | Filed Under: Financial Plan

All of us sometimes buy on impulse – that pair of shoes beckoning from behind the display case or new goggles that will add to your fashion statement. Problems arise when the purchases shift from impulsive to compulsive. You are no longer a normal shopper but a shopaholic suffering from compulsive buying disorder, characterized as […]

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Recent Posts

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