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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

economic bloom to india

What can bring Economic Bloom to India?

by Holistic Leave a Comment | Filed Under: Investments

How bad is bad? Or for that matter how much sugar is there in sweetness, really? Perhaps we rarely stop to think. Bad or good are more or less absolute to us, and we often refrain from probing further into their causes. Personal health is one area however, which we do not leave to chance. […]

Portfolio Diversification: 7 ways how “Not to break the eggs”

by Holistic 14 Comments | Filed Under: Investments

“Do not put all your eggs in one basket” is an idiom which we picked up at school while familiarizing ourselves with the subtleties of the English language. Some amongst us have learnt it the hard way though, when they have inadvertently dropped a basket full of eggs. The result eventually is a mess, monetarily, […]

Nomination joint accounts

How to bequeath wealth to our legal heirs using nomination, joint accounts and will?

by Holistic 1 Comment | Filed Under: Investments

Writing and Registering a Will is the best Option The best way to pass on one’s wealth after death is to write and register a will in favour of those persons whom one would like to get the estate. Also Have Joint Accounts [the_ad id=’14106′] However, other than writing and registering a Will, there are […]

What if a person dies without a Will in India

What happens if a person dies without a Will? How does Hindu Succession Act apply?

by Holistic 13 Comments | Filed Under: Investments

Listen to this article A written and a registered Will is the best and most convenient way for you to pass on your estate to the persons whom you want to. However, very few people take the trouble of writing a Will and get it registered. Most people die without writing a Will.Then the distribution […]

Unravelling the Mysteries of RSU, ESPP and ESOP

Unravelling the Mysteries of RSU, ESPP and ESOP

by Holistic 1 Comment | Filed Under: Investments

A good remuneration package would definitely enthuse and excite young professionals while stepping into the world of employment. Many of them would have been recruited from the campus while others might have come through the process of examination and interviews. Most would perhaps only be aware of the quantum of compensation that they are going […]

misbuying and misselling

How to Avoid Mis-Selling and Mis-Buying: A Guide to Smart Financial Decisions

by Holistic Leave a Comment | Filed Under: Investments

Are you completely satisfied with the financial products you have bought or investments sold to you? If your answer is No, is it because of mis-selling or mis-buying? Many investors today are unknowingly victims of mis-selling — a practice where products are promoted with false promises or incomplete disclosures. But what exactly is misselling or […]

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