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Holistic Investment

Who Else Wants More Returns and a Simple, Hassle-free Investment Method?

by Holistic Leave a Comment | Filed Under: Uncategorized

What is the best investment strategy to earn more return on investments? Is there a simple, hassle-free, proven, sure-fire investment method available? Having a routine on investing, yield more rewards. Is this a true statement? How can we set a routine, that too, on investments? Is it really possible? Confused with lots of things spinning in your mind? Read ahead to get all your doubts clarified.

Have you noticed the way the women work at home, especially in the workday mornings? There will be many seeking their care for one thing or another, cooking sounds and aroma needing their attention every minute, they multitask at ease. If you keenly notice, you will be amazed at the pace and efficiency in everything they do. How is this possible, without having a degree or diploma in ‘home management’? Having a routine set in every action they do, they are able to effectively keep up with their work.

What everybody ought to know about setting up a routine investment?

You can fix a percentage from your monthly salary as an investment. Saving 10% every month from your monthly earning will be a good start. A challenge in having a routine is to keeping up with it. Whatever happens, you should never compromise on investing a fixed percentage as you have decided. How can we escape from an unexpected additional expense in a particular month? For emergencies, you can spend from your savings but never to miss adding 10% on your savings for that month.

For example, a lower middle class bank clerk starts investing 10-20% every month from his salary, when he is about 25-30 years of age. In 15-20 years down the lane, he could easily use the returns from his investments, on his family health , children’s higher education ,and marriage. He can set aside funds to solve each purpose and live an independent life even after retirement . The pensioners can still continue with the routine of investing from their earnings. Isn’t it a hassle-free mode of investing? Don’t ever skip; stick to the routine.

Warning: Not setting up a routine for investment may destroy your wealth…?

Not having a routine will leave you in a dependent mode or in a disaster state at a later point. You will be running around to earn at an old age when you should be living at peace. Look at Michael Jackson who earned more than 100 times compared to the bank clerk. What did he leave when he died? Michael Jackson had $400 million worth of debts hanging. over him when he died.

With lack of knowledge in investments, even the once rich and famous personalities have lived in a poor state at their old age, especially when they need to have a relaxed life.

The biggest threat to your stock market investments and what you can do about it:

Investors who were very active during a bull run will not be active during the bear run. Investors who committed a mutual fund SIP will hesitate to renew when the market falls down. This is a biggest threat.

Do not stop your routine of investing on stocks, even while the market crashes . There will be less number of buyers when the investors are scared to sell. Keep going with your routine and utilize this time to buy more stocks and mutual funds, of course, for less money. Look at the history, Sensex was at its peak in 2007, but crashed and bottomed out in Mar 2009, again up in the end of 2010. If someone had invested by buying more stocks in mar 2009, he would have rewarded substantially at the end of 2010.

Instead of having and following the routine people look for short cuts and quick money or they will stay in their comfort zones by not investing. So they skip the routine and loose the returns. Routine brings more discipline.

Invest like you do shopping:

As quoted by the bestselling author of ‘Beating the Street’, Peter Lynch, “There are substantial rewards for adopting a regular routine of investing and following it no matter what, and additional rewards for buying more when most investors are scared into selling”.

Why do people buy and shop more during Diwali or New Year? The reason is there will be a Big Sale happening in the malls because of that you will get things for discounted rate. If the price discount is more the crowd will be more.

Do we do the same thing with stock market? When the market comes down (discounted price for shares and mutual fund units) do we invest more? Instead of investing more investors will mindlessly sell. If we do invest more during the market fall, we will get compensated well for taking this audacious valiant decision.

Time to Take Action:
Now take your investment diary and write down the answers for the below questions.
  • What percentage of your income you are able to save regularly?
  • Under what situation, you may skip this regular savings?
  • Do you invest in stock market or mutual funds regularly?
  • Do you skip or discontinue your routine investments in Stock market or mutual funds?
  • If you could have continued your routine investments (regardless of your personal situation or market situation), how much additional money you could have made?

The answers will prompt you to set a routine and follow the routine investment irrespective any adverse condition. You are on the way to the simple, hassle-free and more profitable investment method.

To set an investment routine and follow the routine to earn more profit to meet your financial goals in a simple and hassle free way I firmly vouch you to take advantage of our

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Jey S
Jey S
24. September, 2021.
I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
aksaswadkar
aksaswadkar
24. September, 2021.
I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.
Lionel Faber
Lionel Faber
16. September, 2021.
I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.
Sridhar
Sridhar
8. September, 2021.
Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.
Nitesh Agrawal
Nitesh Agrawal
6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
Swetha Vasanth
6. September, 2021.
This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.
Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
Srinvas Kannan
30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
Shivaram Andiappan Selvaraj
3. July, 2021.
I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.
Nellai B
Nellai B
26. June, 2021.
I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.
Google rating score: 4.4 of 5,
based on 61 reviews

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