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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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Wealth Management

The ₹50 Lakhs Breakthrough: The Real Wealth Milestone No One Talks About

The ₹50 Lakhs Breakthrough: The Real Wealth Milestone No One Talks About

by Holistic Leave a Comment | Filed Under: Wealth Management

Listen to this article Why your first ₹50 lakhs—not ₹1 crore—is the true turning point in your financial journey For decades, the dream of hitting ₹1 crore has dominated every financial conversation. It’s the classic achievement badge — the number people associate with “having made it.” Promotions, career plans, investment strategies, even side hustles… everything […]

Rethinking Wealth: Key Lessons from Morgan Housel’s The Art of Spending Money

Rethinking Wealth: Key Lessons from Morgan Housel’s The Art of Spending Money

by Holistic Leave a Comment | Filed Under: Wealth Management

In The Art of Spending Money, Morgan Housel turns traditional financial wisdom on its head. Instead of focusing on stock tips or investment hacks, he asks a deeper question: “What is money really for?” In India today, where the middle class is rapidly expanding and financial awareness is rising, this question feels especially relevant. We […]

Want to Be a Crorepati Faster? Master These 5 Money Ratios!

Want to Be a Crorepati Faster? Master These 5 Money Ratios!

by Holistic Leave a Comment | Filed Under: Wealth Management

Listen to this article Everyone dreams of becoming a millionaire someday — but why do only a few actually make it? Is it about earning more, or managing what you already have better? Does wealth come from timing the market — or from knowing your own numbers? Here’s the truth: becoming rich isn’t about luck […]

The Uncomfortable Truth About India’s Growth Story

The Uncomfortable Truth About India’s Growth Story

by Holistic Leave a Comment | Filed Under: Wealth Management

Listen to this article Everywhere you look, the India story feels unstoppable. Stock indices at record highs. GDP headlines that shine. A nation buzzing with ambition. But behind the optimism, something quieter — and more important — is happening. Growth is still there, yes. But it’s changing its texture. It’s shallower, more uneven, and more […]

8 Financial Mistakes That Can Shatter Your Wealth (And How to Avoid Them)

8 Financial Mistakes That Can Shatter Your Wealth (And How to Avoid Them)

by Holistic Leave a Comment | Filed Under: Wealth Management

Listen to this article Why is it that two people with the same salary and lifestyle end up in completely different financial positions after 20 years? One manages to buy a house, educate their children abroad, and retire peacefully, while the other struggles with debt and rising expenses. The difference rarely lies in how much […]

Investing in an Uncertain World: How to Navigate Geopolitical Risks

Investing in an Uncertain World: How to Navigate Geopolitical Risks

by Holistic Leave a Comment | Filed Under: Wealth Management

Listen to this article In today’s interconnected world, do you think politics only belongs on the news channels? Think again. Political instability, conflicts, sanctions, and trade wars don’t just dominate headlines—they directly affect your money. From stock markets tumbling overnight to currencies fluctuating within hours, geopolitical risk has become a key factor in investment strategy. […]

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