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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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Investment Planning

All Your Money Sitting in a Bank Here's Why That Could Be Risky

Is All Your Money Sitting in a Bank? Here’s Why That Could Be Risky

by Holistic Leave a Comment | Filed Under: Investment Planning

Think your money is 100% safe in the bank? What if your bank shuts down tomorrow—how much of your savings will you actually get back? Still putting all your funds into one bank’s fixed deposit, thinking it’s the safest option? Have you explored safer, smarter alternatives that protect your capital and beat inflation? If these […]

Why Smart Investors Still Get It Wrong: The Trap of Confirmation Bias

Why Smart Investors Still Get It Wrong: The Trap of Confirmation Bias

by Holistic Leave a Comment | Filed Under: Investment Planning

Listen to this article Ever felt absolutely certain about a market move—only to be proven completely wrong? You’re not alone. Even the most seasoned investors fall into psychological traps. And one of the most dangerous? Confirmation bias. It silently shapes decisions, twists data to fit narratives, and often leads to costly mistakes. Let’s unpack how […]

The 12 Brutal Truths About Investing Nobody Tells You (But Can Save Your Portfolio)

The 12 Brutal Truths About Investing Nobody Tells You (But Can Save Your Portfolio)

by Holistic Leave a Comment | Filed Under: Investment Planning

Listen to this article You’re probably used to hearing experts throw data at you: “Markets went up 12% last year”, “Inflation is at 6%”, “Gold prices touched a new high.” But let’s be honest — all that information feels overwhelming after a point. And in many cases, it’s not even useful. In fact, as Nassim […]

PNB MetLife LIFT Plan: Good or Bad? An Insightful ReviewC

PNB MetLife LIFT Plan: Good or Bad? An Insightful Review

by Holistic Leave a Comment | Filed Under: Investment Planning

Listen to this article Is the PNB MetLife LIFT Plan your ladder to long-term wealth—or just another polished sales pitch in disguise? Is the PNB MetLife LIFT Plan is a secure foundation—or just a conservative trap in disguise? Does the PNB MetLife LIFT Plan offer real financial freedom—or just an illusion of it?In this review […]

You Can’t Become Crorepati by Saving Money Alone—Here’s Why

You Can’t Become Crorepati by Saving Money Alone—Here’s Why

by Holistic Leave a Comment | Filed Under: Investment Planning

Listen to this article Most of us were raised with a simple rule when it came to money: “Earn, save, don’t waste.” Our grandparents lived by it. Our parents swore by it. And now, we try to follow it—saving diligently month after month, believing it will lead us to financial success. But here’s the uncomfortable […]

Investing with Intention: The Case for Quality Over Quantity

Investing with Intention: The Case for Quality Over Quantity

by Holistic Leave a Comment | Filed Under: Investment Planning

Listen to this article As a financial planner, we’ve seen first hand how investing has evolved—from paper statements and phone-based trading to algorithmic platforms and robo-advisors. Yet, amidst all this innovation, one truth remains: the core principles of diversification haven’t changed. In fact, in an age of overwhelming choice, these timeless concepts are more critical […]

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