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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

Best Long-Term Investments in India: A 30-Year Performance Analysis

Best Long-Term Investments in India: A 30-Year Performance Analysis

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article In India, major investment options include the stock market, debt instruments, gold, and real estate. But here’s the big question: which of these has delivered the best returns over the last 30 years? Let’s analyze each one. In the realm of debt instruments, the Public Provident Fund (PPF) stands as a […]

ICICI pru Smart Kid Guarantee Plan

ICICI Pru Smart Kid Guarantee Plan: Good or Bad? An Insightful Review

by Holistic Leave a Comment | Filed Under: Insurance

Listen to this article Is ICICI Pru Smart Kid Guarantee Plan the right choice to secure your child’s future? Can the ICICI Pru Smart Kid Guarantee Plan provide peace of mind from knowing your child’s future is financially secure? Is ICICI Pru Smart Kid Guarantee Plan the solution that aligns with your child’s milestones, from […]

Explained: How your income and investments are taxed

Explained: How Your Income & Investments are Taxed

by Holistic Leave a Comment | Filed Under: Tax planning

Listen to this article India’s income tax framework allows taxpayers to select between two regimes—the Old Tax Regime and the New Tax Regime. Recent updates, particularly in Budget 2024, have introduced changes aimed at simplifying the process while redefining tax-saving opportunities. Let’s dive into the key highlights and details to help you make the right choice. Table of […]

ICICI Pru Lakshya Lifelong Income Plan

ICICI Pru Lakshya Lifelong Income Plan: Good or Bad? A Detailed Review

by Holistic Leave a Comment | Filed Under: Insurance

Listen to this article Is the ICICI Pru Lakshya Lifelong Income Plan the right choice to secure lifelong financial comfort? Can the ICICI Pru Lakshya Lifelong Income Plan secure your financial future no matter what life throws at you? Is ICICI Pru Lakshya Lifelong Income Plan the better way to achieve financial stability while building […]

Mutual Funds vs Traditional Investments: Why Mutual Funds are the Future of Smart Investing

Mutual Funds vs Traditional Investments: Why Mutual Funds are the Future of Smart Investing

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article Among the various investment options available in the market today, isn’t mutual funds one of the fastest-growing and most significant? In fact, did you know that the total investment through Systematic Investment Plans (SIPs) in mutual funds crossed ₹25,000 crore for the first time in October 2024? Isn’t this a clear […]

Ready to Retire? Here's What You Need to Know!

Ready to Retire? Here’s What You Need to Know!

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article While age may be nothing more than a number, for those over 40, isn’t the real question always, “Have I taken the necessary steps to ensure a fulfilling and secure retirement?” A generation ago, the concern was simple: “Will I have enough income to retire?” Back then, farming or government jobs […]

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