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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

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 […]

SIFs: The PMS-Style Investment Everyone Wants—But Should You Be Cautious?

SIFs: The PMS-Style Investment Everyone Wants—But Should You Be Cautious?

by Holistic Leave a Comment | Filed Under: Investments

What if you could invest like the ultra-rich without needing ₹50 lakhs? What if there was a new investment that promises sophistication, flexibility, and exclusivity—yet asks for only a fraction of the capital? And most importantly… is this the golden opportunity it appears to be, or just another high-risk trap wrapped in shiny packaging? With […]

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 […]

Should You Invest in Debt Mutual Funds or Direct Bonds? Let’s Make the Right Choice

Should You Invest in Debt Mutual Funds or Direct Bonds? Let’s Make the Right Choice

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article A few years ago, bonds were considered too complex for most retail investors. Today, with the rise of SEBI-registered online bond platforms and RBI Retail Direct, buying bonds feels as easy as ordering groceries online. But does that mean it’s time to ditch debt mutual funds? Why not just lock into […]

First draft on Best Investment Plan for Your Child’s Future in India

Best Investment Plan for Your Child’s Future in India (2025)

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Becoming a parent redefines your priorities. While sleepless nights and diaper duties dominate the early days, a more silent but pressing concern starts building in the background — “Am I financially prepared to give my child the future they deserve?” From higher education in India or abroad to helping your child […]

Small-Cap Boom in 2025: Are You Missing the Big Growth Opportunity?

Small-Cap Boom in 2025: Are You Missing the Big Growth Opportunity?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Have you noticed how everyone’s suddenly talking about small-cap stocks in 2025? That’s not just noise—it’s a signal. While the Nifty 50 and Sensex hover in a range, small-cap indices are quietly delivering double-digit monthly gains. Retail investors, fund managers, and even global players are turning their eyes to this once-overlooked […]

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