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Holistic Investment
India
Приєднався 10 лют 2019
We help individual investors to make the right financial & investment decisions. U can reach your financial goals faster, safer &smarter.
Specifically, We'll teach U how to use a Financial Plan in your personal financial life & see results! Getting started on Financial planning & investing doesn't have to be high-tech & difficult, that's why we're here to show U all our Financial Planning & Investing hacks!
It is an initiative from 2 practicing Certified Financial Planners (Ramalingam & Rajan) who’ve more than 2 decades of market experience.
In Holistic Investment UA-cam Channel, U can expect new videos every day, plus occasional bonus videos, so make sure the bell icon is clicked so U know when a new video is published! This channel is going to be great for you if you are ready to use financial planning principles & investing techniques to create wealth! If you’ve any questions or want to request a video idea, send an email to ram@holisticinvestment.in!
Thanks for watching!
Specifically, We'll teach U how to use a Financial Plan in your personal financial life & see results! Getting started on Financial planning & investing doesn't have to be high-tech & difficult, that's why we're here to show U all our Financial Planning & Investing hacks!
It is an initiative from 2 practicing Certified Financial Planners (Ramalingam & Rajan) who’ve more than 2 decades of market experience.
In Holistic Investment UA-cam Channel, U can expect new videos every day, plus occasional bonus videos, so make sure the bell icon is clicked so U know when a new video is published! This channel is going to be great for you if you are ready to use financial planning principles & investing techniques to create wealth! If you’ve any questions or want to request a video idea, send an email to ram@holisticinvestment.in!
Thanks for watching!
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/
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-plan-consultation/
Follow us on our Social Media Channels for more updates:
Facebook: holisticinve...
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#investment
#investmentplanning
#InvestmentAdvisory
#invest
#HolisticInvestmentPlanners
#holistic #financial #investing #financialservices
#financialeducation #investment #investor #invest
#InvestWisely #mutualfunds #MutualFundsInvestment
#savings #goals #financetips #taxes #income
#FinancialFreedom #PersonalFinance #FinancialPlanning
#FinancialLiteracy #RetirementPlanning #DebtFre
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-plan-consultation/
Follow us on our Social Media Channels for more updates:
Facebook: holisticinve...
Twitter: holistic_invest
LinkedIn: www.linkedin.com/company/holi...
Instagram: holistic_in...
Whatsapp Channel: whatsapp.com/channel/0029VaGmNSS9xVJoN8OUK53V
Pinterest: www.pinterest.com/holisticinv...
#investment
#investmentplanning
#InvestmentAdvisory
#invest
#HolisticInvestmentPlanners
#holistic #financial #investing #financialservices
#financialeducation #investment #investor #invest
#InvestWisely #mutualfunds #MutualFundsInvestment
#savings #goals #financetips #taxes #income
#FinancialFreedom #PersonalFinance #FinancialPlanning
#FinancialLiteracy #RetirementPlanning #DebtFre
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
I purchased this plan in 2016 now i want to mature it what percentage would i get if invest 2 lac rupees till now
Wich indux funds is best for beginners
Then long time investment only know about the growth
How to achieve 1 crore in 10 years from a mutual fund without step up?
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/
Please make a video on taxation of different investments.
Sure. Will do shortly. Thanks for the suggestion.
very nicely explained and narrated along with full calculation
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
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!
1 crore in 20 years means 31.25 lakh at 6% inflation. Value of money keeps depreciating.
You are right. However, MF helps you beat inflation.
Really innovative
Worst policy..no use ...big trap
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
The great thanks?? Very nice explain for investers..
Nicely explained
Kisi or branch se b karwa sagte hai
Jis branch se karwayi hai us hi branch se cancel karwana hai kya
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.
Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.
Thanks
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?
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/
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
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
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.
Maximum return on ullip how much
Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.
This policy of SBI is totally a fraud.
Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.
This policy of SBI is totally a fraud.
Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.
Good presentation
Liked the accent of the speaker..😃
Madam 10laks I deposite for five years how much can I get
Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.
Guess I’ll close my policy and do monthly gold scheme
Please consider investing in MF for inflation beating returns.
Are you investing in this MF?
Please avoid investing in NFO
Pls take 1 vedio for mr.harry dent economist predict 2025 report which was loss and gain market
sure
Is the maturity value of this policy tax free?
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.
How much amount cut if we pay fst yr
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/
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.
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/
Im 27 which police is good for me
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/
Liquiloan is fake it is works on for skill-lync.
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.
Very nice sir
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
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.
Excellent review
Well explained
Is there any bajaj alliance plan that give good return. In dont need life insurance . Need high return on maturity
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.
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
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/
Very well explained. Saved many from a financial scam.
Hi i have already invested around 2 lacs in it. Can i cancel this plan and get a full refund?
If you are in free look in period, you can get full refund.
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
Its the next quant
How are you so sure sir?
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?
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/
Since SGB is not available anymore, is gold monetization scheme the best option available?
Pls consider Gold funds.
SIR YOU HAVE NOT SUJESTED SINGLE PLAN , PLZ REPLY, I AM NOT 50 PLANNING TO SIP FOR 10 YRS FOR RETIREMENT
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/
Wonderfully explained. Thank you for your effort
Very very useful information
Is this good plan For yearly 6l investment
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/
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
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/
Money back plan is the worst product in entire insurance sector. Never fall in this trap.
Insurance-cum-investment policies often have higher charges, which can significantly reduce the net returns on your investment.