Holistic Investment
Holistic Investment
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Small-Cap Vs Large-Cap Mutual Funds: Which Is Right for You? | Holistic Investment
Blog Link: www.holisticinvestment.in/small-cap-vs-large-cap-mutual-funds-which-is-right-for-you/
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Переглядів: 35

Відео

9 Costly Mistakes to Avoid in Volatile Markets! | Holistic Investment
Переглядів 3917 годин тому
Blog Link: www.holisticinvestment.in/mistakes-you-should-avoid-in-volatile-markets/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestment.in/complime...
Equity Investments: Volatility vs Predictability | Holistic Investment
Переглядів 322 години тому
Blog Link: www.holisticinvestment.in/equity-investments-negative-vs-positive-years/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestment.in/complime...
₹5 Crores by 60: SIP Makes It Simple! | Holistic Investment
Переглядів 742 години тому
Blog Link: www.holisticinvestment.in/sip-to-build-5-crores-by-60/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestment.in/complimentary-financial-pl...
Shriram Life Premier Assured Benefit Plan: Good or Bad? An Insightful Review | Holistic Investment
Переглядів 184 години тому
Blog Link: www.holisticinvestment.in/shriram-life-premier-assured-benefit-plan-review-good-bad-insights-analysis/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www....
How to Get a Monthly Pension of ₹2.5 Lakhs by Investing ₹10,000 a Month? | Holistic Investment
Переглядів 934 години тому
Blog Link: www.holisticinvestment.in/how-to-get-monthly-pension-of-2-5-lakhs-per-month/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestment.in/comp...
Aviva Annuity Plus Plan: Good or Bad? An Enlightening Review | Holistic Investment
Переглядів 107 годин тому
Blog Link: www.holisticinvestment.in/aviva-annuity-plus-plan-good-bad-insights-analysis/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestment.in/com...
Shriram Life New Shri Vidya Plan:Good or Bad? An Insightful Review | Holistic Investment
Переглядів 307 годин тому
Blog Link: www.holisticinvestment.in/shriram-life-new-shri-vidya-plan-review-good-bad-insights-analysis/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holistici...
Aviva Saral Pension Plan: Good or Bad? A Detailed Review | Holistic Investment
Переглядів 549 годин тому
Blog Link: www.holisticinvestment.in/aviva-saral-pension-plan-review-good-bad-insights-analysis/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestmen...
Stocks vs. Funds vs. Gold vs. Real Estate: Who is the Winner? Last 10 Years Returns Analysis
Переглядів 1,9 тис.9 годин тому
Blog Link: www.holisticinvestment.in/stocks-funds-gold-real-estate-returns-over-the-last-10-years/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestm...
₹5,000 Monthly SIP vs ₹50,000 Monthly SIP: Which Wins the Wealth Battle?|Holistic Investment
Переглядів 1,7 тис.12 годин тому
Blog Link: www.holisticinvestment.in/sip-battle-time-vs-money-which-is-a-winning-strategy/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestment.in/c...
Shriram Life Assured Income Plan: Good or Bad? An Insightful Review | Holistic Investment
Переглядів 7212 годин тому
Blog Link: www.holisticinvestment.in/shriram-life-assured-income-plan-review-good-bad-insights-analysis/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holistici...
How to Turn ₹1 Lakh into ₹1 Crore: 3 Smart Strategies for Wealth Creation | Holistic Investment
Переглядів 84014 годин тому
Blog Link: www.holisticinvestment.in/how-to-turn-1-lakh-into-1-crore/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestment.in/complimentary-financia...
Miracle SIP: Your Shortcut to Financial Success! | Holistic Investment
Переглядів 43414 годин тому
Blog Link: www.holisticinvestment.in/miracle-sip-strategy-financial-goals/ Join us at our monthly webinar on investment and wealth creation: www.holisticinvestment.in/hol... If you have any questions...or if you need professionals' help, then you can take advantage of our 30-minute Complimentary Financial Plan Consultation. Click the link to register: www.holisticinvestment.in/complimentary-fin...
Aviva Signature Investment Plan - Limited Pay: Good or Bad? ULIP Review | Holistic Investment
Переглядів 3916 годин тому
Aviva Signature Investment Plan - Limited Pay: Good or Bad? ULIP Review | Holistic Investment
How Higher GDP Growth & Lower Inflation Supercharge Investment Opportunities? | Holistic Investment
Переглядів 3916 годин тому
How Higher GDP Growth & Lower Inflation Supercharge Investment Opportunities? | Holistic Investment
Unlocking the Power of GDP: Guide for Smart Investment Decisions | Holistic Investment
Переглядів 2919 годин тому
Unlocking the Power of GDP: Guide for Smart Investment Decisions | Holistic Investment
Aviva Signature Investment Plan - Platinum: Good or Bad? A Detailed ULIP Review |Holistic Investment
Переглядів 2819 годин тому
Aviva Signature Investment Plan - Platinum: Good or Bad? A Detailed ULIP Review |Holistic Investment
Best Long-Term Investments in India: A 30-Year Performance Analysis | Holistic Investment
Переглядів 67721 годину тому
Best Long-Term Investments in India: A 30-Year Performance Analysis | Holistic Investment
US Mutual Funds :Golden Opportunity or Overhyped?|Holistic Investment
Переглядів 198День тому
US Mutual Funds :Golden Opportunity or Overhyped?|Holistic Investment
Aviva Fortune Plus Plan: Good or Bad? An Insightful ULIP Review |Holistic Investment
Переглядів 30День тому
Aviva Fortune Plus Plan: Good or Bad? An Insightful ULIP Review |Holistic Investment
Aviva Signature Investment Plan: Good or Bad? An Insightful ULIP Review | Holistic Investment
Переглядів 33День тому
Aviva Signature Investment Plan: Good or Bad? An Insightful ULIP Review | Holistic Investment
Aviva Affluence Plan: Good or bad? A Detailed ULIP Review | Holistic Investment
Переглядів 1814 днів тому
Aviva Affluence Plan: Good or bad? A Detailed ULIP Review | Holistic Investment
POS Aviva Dhan Suraksha Plan: Good or Bad? An Insightful Review | Holistic Investment
Переглядів 2614 днів тому
POS Aviva Dhan Suraksha Plan: Good or Bad? An Insightful Review | Holistic Investment
How much Money is Required to ‘Quit Working Forever’ in India? | Holistic Investment
Переглядів 1,1 тис.14 днів тому
How much Money is Required to ‘Quit Working Forever’ in India? | Holistic Investment
Are Your Mutual Funds Delivering Negative Returns? | Holistic Investment
Переглядів 18014 днів тому
Are Your Mutual Funds Delivering Negative Returns? | Holistic Investment
Aviva Signature Increasing Income Plan: Good or Bad? An Insightful Review | Holistic Investment
Переглядів 3214 днів тому
Aviva Signature Increasing Income Plan: Good or Bad? An Insightful Review | Holistic Investment
Aviva Signature Guaranteed Income Plan: Good or Bad? A Detailed Review | Holistic Investment
Переглядів 5514 днів тому
Aviva Signature Guaranteed Income Plan: Good or Bad? A Detailed Review | Holistic Investment
Aviva Bharat Parivar Vikas Yojana: Good or Bad? An Insightful Review | Holistic Investment
Переглядів 5114 днів тому
Aviva Bharat Parivar Vikas Yojana: Good or Bad? An Insightful Review | Holistic Investment
Reliance Nippon Life Classic Plan II: Good or Bad? A Detailed ULIP Review | Holistic Investment
Переглядів 3814 днів тому
Reliance Nippon Life Classic Plan II: Good or Bad? A Detailed ULIP Review | Holistic Investment

КОМЕНТАРІ

  • @SanchitIas
    @SanchitIas 2 години тому

    I purchased this plan in 2016 now i want to mature it what percentage would i get if invest 2 lac rupees till now

  • @immortal5819
    @immortal5819 3 години тому

    Wich indux funds is best for beginners

  • @immortal5819
    @immortal5819 4 години тому

    Then long time investment only know about the growth

  • @sayyedzimad786
    @sayyedzimad786 3 дні тому

    How to achieve 1 crore in 10 years from a mutual fund without step up?

    • @HolisticInvestment
      @HolisticInvestment 2 дні тому

      We can assist you with this decision. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @Vedantindian2012
    @Vedantindian2012 4 дні тому

    Please make a video on taxation of different investments.

  • @KPatel-ti1lz
    @KPatel-ti1lz 5 днів тому

    very nicely explained and narrated along with full calculation

  • @Vedantindian2012
    @Vedantindian2012 5 днів тому

    Inflation is not even taken into account here. Value of 2.54 crore after 33 years is less than value of 2.52 crore after 15 years

    • @HolisticInvestment
      @HolisticInvestment 2 дні тому

      Thank you for your comment! Since both ₹2.54 crore and ₹2.52 crore are maturing in the same year, the impact of inflation on their real value would be identical. The comparison here focuses purely on how time and monthly contributions affect the final corpus, assuming the same maturity year. We appreciate your input!

  • @Vedantindian2012
    @Vedantindian2012 5 днів тому

    1 crore in 20 years means 31.25 lakh at 6% inflation. Value of money keeps depreciating.

  • @udaypratapsingh2245
    @udaypratapsingh2245 5 днів тому

    Really innovative

  • @sree9311
    @sree9311 6 днів тому

    Worst policy..no use ...big trap

    • @HolisticInvestment
      @HolisticInvestment 2 дні тому

      ThatThank you for sharing your thoughts! That’s exactly why we created this video-to raise awareness and help people avoid such traps. Instead of opting for policies that may not deliver value, we recommend a smarter combination of term insurance for life cover, PPF for safe, long-term savings, and mutual funds for wealth creation. Together, these can offer better returns and financial security.'s why

  • @dhamuvishvakarma674
    @dhamuvishvakarma674 6 днів тому

    The great thanks?? Very nice explain for investers..

  • @Abhishekchaudhary23
    @Abhishekchaudhary23 7 днів тому

    Nicely explained

  • @kbhatia6600
    @kbhatia6600 7 днів тому

    Kisi or branch se b karwa sagte hai

  • @kbhatia6600
    @kbhatia6600 7 днів тому

    Jis branch se karwayi hai us hi branch se cancel karwana hai kya

  • @chandarj.4575
    @chandarj.4575 10 днів тому

    Comparison in wrong.. You are comparing 8%return in ab smart and 12% in elss. Can you analyse 12% in both and also consider tax benefit to arrive at absolution.

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.

  • @robiwc
    @robiwc 10 днів тому

    Thanks

  • @eternity220
    @eternity220 11 днів тому

    Interesting approach. How can this be managed for early retirement case? Say Age 40-45yrs with 1 crore corpus and life expected till age 85-90?

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      We can assist you with this decision. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @jessicawils
    @jessicawils 12 днів тому

    fredrick help team <at> ma!L (dt cm) is a Godsent, he helped me get back my lost bitcoin and also helped to put me through bitcoin trading and investment, they are also good in helping to recover lost wallet and forgotten password

  • @balakrishna6013
    @balakrishna6013 12 днів тому

    Hi dear i appreciate your explanation, Just i want to know about this Tata AIA Life Guaranteed Return Insurance Plan is only applicable for life cover when risk happened or at the end of policy term maturity will be there or not? Since i have already taken with ulip and this plan

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      The Tata AIA Life Guaranteed Return Insurance Plan provides both life cover and maturity benefits, depending on the chosen option. It offers assured returns as a lump sum or regular income at maturity. In case of death during the term, a death benefit is paid to the nominee.

  • @sateeshkollipara8491
    @sateeshkollipara8491 14 днів тому

    Maximum return on ullip how much

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.

  • @singhpritpal3768
    @singhpritpal3768 14 днів тому

    This policy of SBI is totally a fraud.

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.

  • @singhpritpal3768
    @singhpritpal3768 14 днів тому

    This policy of SBI is totally a fraud.

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.

  • @MSKing-123
    @MSKing-123 16 днів тому

    Good presentation

  • @abhis2928
    @abhis2928 17 днів тому

    Liked the accent of the speaker..😃

  • @rajkumarsingha8983
    @rajkumarsingha8983 17 днів тому

    Madam 10laks I deposite for five years how much can I get

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.

  • @NA-vt6mz
    @NA-vt6mz 18 днів тому

    Guess I’ll close my policy and do monthly gold scheme

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      Please consider investing in MF for inflation beating returns.

  • @nandupraveengallery
    @nandupraveengallery 18 днів тому

    Are you investing in this MF?

  • @balachandra2373
    @balachandra2373 18 днів тому

    Pls take 1 vedio for mr.harry dent economist predict 2025 report which was loss and gain market

  • @JackSparrow-POC
    @JackSparrow-POC 19 днів тому

    Is the maturity value of this policy tax free?

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      Yes, under Section 10(10D) of the Income Tax Act in India, the maturity amount of a life insurance policy is tax-free only if the annual premium does not exceed 10% of the sum assured for policies issued on or after April 1, 2012. For policies with premiums exceeding ₹2.5 lakh per year (as per the updated rules in Budget 2021), the maturity proceeds may be taxable. Always confirm with a tax consultant for specific details.

  • @krupachudasama1657
    @krupachudasama1657 19 днів тому

    How much amount cut if we pay fst yr

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      We can assist you with this decision. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @krishnamohanjohri7503
    @krishnamohanjohri7503 19 днів тому

    I have a LIC policy which I started in 2000. Now it is about to mature, It is due to mature shortly. It is tax free. Now by this time I have obtained foreign passport . I have a NRO account in India. What procedure and documents required for transferring this sum to a foreign account.

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      We can assist you with this decision. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @Vekiye
    @Vekiye 19 днів тому

    Im 27 which police is good for me

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      We can assist you with this decision. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @sawankumarpandey2056
    @sawankumarpandey2056 20 днів тому

    Liquiloan is fake it is works on for skill-lync.

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      It seems you are raising concerns about LiquiLoan's operations with Skill-Lync. If you believe there are fraudulent activities or unethical practices, it's important to gather evidence and report them to the appropriate regulatory authority, such as the Reserve Bank of India (RBI) for financial matters. Always verify the credibility of financial services before engaging.

  • @hariharan.g-batamilyear1198
    @hariharan.g-batamilyear1198 21 день тому

    Very nice sir

  • @sravanUKG
    @sravanUKG 23 дні тому

    sir i had see so may videos in ur channel, all ur telling no, do not invest which investment plan is the best for good corpus for retired life

    • @HolisticInvestment
      @HolisticInvestment 22 дні тому

      In all our videos, we have consistently advised against insurance-cum-investment policies. Instead, we have recommended opting for a combination of term insurance and mutual funds.

  • @minervainsurance5635
    @minervainsurance5635 23 дні тому

    Excellent review

  • @modifan3144
    @modifan3144 25 днів тому

    Well explained

  • @deep10101
    @deep10101 25 днів тому

    Is there any bajaj alliance plan that give good return. In dont need life insurance . Need high return on maturity

    • @HolisticInvestment
      @HolisticInvestment 22 дні тому

      In all our videos, we have consistently advised against insurance-cum-investment policies. Instead, we have recommended opting for a combination of term insurance and mutual funds.

  • @PavaniSingh-lh7mr
    @PavaniSingh-lh7mr 26 днів тому

    Sir i want to cancel my Kotak assured saving plan i started with 1 lakh before 6 months. Pla let me know how much money will i get if i surrender

    • @HolisticInvestment
      @HolisticInvestment 22 дні тому

      We can assist you with this decision. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @nadirzeeshan1230
    @nadirzeeshan1230 26 днів тому

    Very well explained. Saved many from a financial scam.

  • @debarshipal8275
    @debarshipal8275 27 днів тому

    Hi i have already invested around 2 lacs in it. Can i cancel this plan and get a full refund?

    • @HolisticInvestment
      @HolisticInvestment 22 дні тому

      If you are in free look in period, you can get full refund.

    • @wenebulletin
      @wenebulletin 18 днів тому

      Bajaj allianz gave 16.89 pure stock fund since inception the thing is irda has given guideline to minimum 4℅ and 8℅ u can check it fund performance before taking any decision

  • @bhaskarjeetborchetia1477
    @bhaskarjeetborchetia1477 27 днів тому

    Its the next quant

  • @piyushprathap9615
    @piyushprathap9615 27 днів тому

    Hello mam I have taken this last year inorder to use for tax benefits and after seeing your video I feel i should close it. So since 2 years is lock up period should I wait for one more year and then cancel this policy or should I continue with this?

    • @HolisticInvestment
      @HolisticInvestment 22 дні тому

      We can assist you with this decision. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @TheGunitinc
    @TheGunitinc 28 днів тому

    Since SGB is not available anymore, is gold monetization scheme the best option available?

  • @sravanUKG
    @sravanUKG 29 днів тому

    SIR YOU HAVE NOT SUJESTED SINGLE PLAN , PLZ REPLY, I AM NOT 50 PLANNING TO SIP FOR 10 YRS FOR RETIREMENT

    • @HolisticInvestment
      @HolisticInvestment 28 днів тому

      We can assist you with this decision. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @abi5715
    @abi5715 29 днів тому

    Wonderfully explained. Thank you for your effort

  • @ramyabangaru4003
    @ramyabangaru4003 Місяць тому

    Very very useful information

  • @nakulpatil66
    @nakulpatil66 Місяць тому

    Is this good plan For yearly 6l investment

    • @HolisticInvestment
      @HolisticInvestment 28 днів тому

      Pls avoid and invest in Term ins + Mf Combintion We can assist you. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @nalinbarman7754
    @nalinbarman7754 Місяць тому

    Ma'm I have taken this plan .. and it is an SBI plan so can I see the details of this plan on sbi yono app ??? ma'm please give me details information

    • @HolisticInvestment
      @HolisticInvestment 28 днів тому

      We can assist you with this decision. You can book a Free Financial Consultation with one of our Financial Planners by using the following link: www.holisticinvestment.in/complimentary-financial-plan-consultation/

  • @sd8477
    @sd8477 Місяць тому

    Money back plan is the worst product in entire insurance sector. Never fall in this trap.

    • @HolisticInvestment
      @HolisticInvestment 9 днів тому

      Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.