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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

Jiraaf Online Bond Platform: Trap or Opportunity? An Insightful Review

Jiraaf Online Bond Platform: Trap or Opportunity? An Insightful Review

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article “A better alternative to FD! Offers higher returns… without the rollercoaster of the stock market” is the tagline of many online Bond Platforms. Bond investment platforms like Jiraaf, promising curated fixed-income opportunities that appear to strike a balance between risk and reward. Platforms like Jiraaf investment have gained popularity for offering […]

Aspero Review: Promising Returns or Just Another Risky Bet Beyond FDs?

Aspero Review: Promising Returns or Just Another Risky Bet Beyond FDs?

by Holistic Leave a Comment | Filed Under: Investment planners

Listen to this article Looking for better returns than what your bank FD offers? Tempted by the idea of fixed-income investments that feel safer than the stock market? Platforms like Aspero are now pitching exactly that—higher returns with seemingly controlled risk. But it raises some important questions. Is this really the best of both worlds—or […]

Grip Invest: A Tempting Investment or a Dangerous Gamble Beyond FDs?

Grip Invest: A Tempting Investment or a Dangerous Gamble Beyond FDs?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Fixed-income investments have long been seen as the backbone of a balanced portfolio. But here’s a thought—are they actually helping you grow wealth, or just giving the illusion of financial safety? Bank Fixed Deposits (FDs) have been the go-to for decades. And understandably so—they’re simple, familiar, and come with an air […]

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 […]

These 3 Investments Are Silent Portfolio Killers—Are You Holding Them?

These 3 Investments Are Silent Portfolio Killers—Are You Holding Them?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Have you ever felt FOMO as you watched friends celebrate Bitcoin’s latest rally or drool over a six-figure NFT sale? With memes, media stories, and influencers touting “get-rich-quick” potential, it’s no wonder investors—from college students to retirees—are lured in. But ask yourself: when hype drives your decisions, are you investing or […]

“Static vs Dynamic Asset Allocation: Which is Better?”

Static vs Dynamic Asset Allocation: Which is Better?

by Holistic Leave a Comment | Filed Under: Investment Planning

Listen to this article Investing wisely isn’t just about picking the right stocks or funds—it’s about how you spread your money across different asset classes to balance growth and risk. This fundamental principle, known as asset allocation, serves as the backbone of any successful investment plan. Yet, investors often face a key dilemma: should they […]

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