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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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Investments

Your Investment Profit Understanding the CAGR Formula for Smarter Decisions

Your Investment Profit: Understanding the CAGR Formula for Smarter Decisions

by Holistic Leave a Comment | Filed Under: Investment Planning

Listen to this article The ultimate aim of investing is to grow your wealth, right? But here’s a question—do you really know how much your money is growing year after year? Many investors focus only on how much their money has doubled or tripled, but they fail to check the actual annual growth rate. That’s […]

Should You Pay Off Debt or Invest A Smart Guide to Making the Right Choice

Should You Pay Off Debt or Invest? A Smart Guide to Making the Right Choice

by Holistic Leave a Comment | Filed Under: Investment Planning

Listen to this article Imagine this: you’ve got a little extra money in hand after paying your bills and monthly commitments. Now comes the big question—should you throw that money at your debt, or should you invest it for future growth? This is one of the most common money dilemmas people face. On one side, […]

Is More Knowledge Really the Key to Investing Success?

Is More Knowledge Really the Key to Investing Success?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article We live in a world where financial information is just a swipe away. YouTube channels, blogs, social media pages, and even WhatsApp groups promise “insider tips” and “sure-shot” strategies. On the surface, it feels empowering—finally, everyone can access knowledge that was once reserved for professionals. But pause for a moment: has […]

Liquid Mutual Funds Vs Liquid ETFs in 2025 – Which Should Indian Investors Choose?

Liquid Mutual Funds Vs Liquid ETFs in 2025 – Which Should Indian Investors Choose?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Parking short-term money used to be straightforward—open a liquid mutual fund, invest, and let it grow quietly. But with the rise of Liquid ETFs, particularly Nippon’s Liquid BeES and other AMCs launching similar products, a new question has emerged: Are ETFs cheaper and more efficient than liquid funds? Are they better […]

Why Using RD for PPF Investment Could Be Costing You Big Money

Why Using RD for PPF Investment Could Be Costing You Big Money

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Do you save in a Recurring Deposit (RD) every month, only to transfer the maturity amount to your Public Provident Fund (PPF) account in April? At first glance, this looks like a clever move — earn RD interest for a year and still enjoy full-year PPF interest. But here’s the catch: […]

Altifi Online Bond Platform – Good or Bad? An Insightful Review

Altifi Online Bond Platform – Good or Bad? An Insightful Review

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Many investors crave stability and predictable returns when building their portfolios. Fixed Deposits (FDs) promise guaranteed returns through fixed interest rates—but the trade-off is limited liquidity. Bonds, too, can offer steady and predictable returns, though the level of risk and liquidity can vary. So, if you’re aiming for diversification, the real […]

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Recent Posts

  • Ageas Federal Super Cash Supreme Plan: Good or Bad? An Insightful Review
  • Ageas Federal Guaranteed Wealth Plan: Good or Bad? A Detailed Review
  • Can Senior Citizens Invest in the Stock Market Safely? Rules You Must Follow
  • Your Investment Profit: Understanding the CAGR Formula for Smarter Decisions
  • Regular Plan vs. Direct Plan: Which Mutual Fund Option Truly Benefits You?

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