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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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book review

How Countries Go Broke by Ray Dalio: 3 Wealth-Saving Lessons for Investors

How Countries Go Broke by Ray Dalio: 3 Wealth-Saving Lessons for Investors

by Holistic Leave a Comment | Filed Under: book review

Listen to this article What if I told you your biggest financial risk isn’t a market crash — but your own assumptions? Ray Dalio, one of the world’s most successful investors, spent over 50 years studying how countries rise and fall. His new book, How Countries Go Broke: The Big Cycle, uncovers the hidden forces […]

Book Review: “The Most Important Thing” from Howard Marks

Book Review: “The Most Important Thing” from Howard Marks

by Holistic Leave a Comment | Filed Under: book review

Listen to this article In a world obsessed with speed—fast trades, breaking news, and overnight success stories—it’s tempting to believe investing is a race. But what if the real edge lies in slowing down? At our financial planning practice, we’ve seen this first-hand: the clients who take time to think, ask the right questions, and […]

7 Timeless Investing Lessons ‘Warren Buffett’ Learned from ‘The Intelligent Investor’

7 Timeless Investing Lessons ‘Warren Buffett’ Learned from ‘The Intelligent Investor’

by Holistic Leave a Comment | Filed Under: book review

Listen to this article Warren Buffett once called “The Intelligent Investor “by far the best book on investing ever written.” But can a book published way back in 1949 still hold relevance in 2025? Absolutely. Despite the rise of algorithms, robo-advisors, and meme stocks, the core principles of this book—written by Benjamin Graham—have stood the […]

7 Money Secrets From Rich Dad Poor Dad That The Wealthy Don’t Want You to Know

7 Money Secrets From Rich Dad Poor Dad That The Wealthy Don’t Want You to Know

by Holistic Leave a Comment | Filed Under: book review

Listen to this article Rich Dad Poor Dad by Robert Kiyosaki continues to resonate with readers across the globe—especially those intrigued by personal finance and equity investing. Since its first publication in 1997, the book has captured the imagination of millions and fundamentally shifted how people perceive money. In a country like India, where the […]

The Psychology of Money

Stories and Timeless Lessons From the Book – Psychology of Money

by Holistic 1 Comment | Filed Under: book review

Listen to this article What is the book The  Psychology of Money about? What kind of book is the Psychology of Money? How does Psychology of Money differ from other books? It goes deep into the psyche of investors and decodes the wisdom that creating wealth is more about the behavior of an investor than […]

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