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Holistic Prime Wealth Private Limited
@holisticwealth_
AMFI Registered Mutual Fund Distributor Connect with us for - Ethical, Competent and Personalized Holistic Guidance Founders - @stepbystep888 & @contliving
Joined January 2021
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1,718
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Aug 29, 2025
    360° Financial Guidance. Reach out to us if you are looking for comprehensive solutions to manage your finances. Specialization in managing the end-to-end finances for salaried people, professionals, senior citizens and single mothers. Co-founders @contliving @stepbystep888
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Feb 18, 2021
    The only reason you should start early. For control over your time.
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Apr 5, 2021
    Have you ever filed your income tax returns? If yes, you must have seen different heads of income and wondered what each head comprises of. Let us tell you what are the different heads of income and how they impact you -
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Mar 17, 2022
    Did you know that IRDA mandated all health insurers to issue a health insurance product with standard terms and conditions that are common across insurers? It's called the Arogya Sanjivani. Today, we will tell you everything about this product. Be kind & RT! 🧵🧵
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Jan 16, 2021
    Too much focus on returns and too little focus on accumulation. A 24 year old who doesn’t have even a lakh accumulated must shift his focus from returns to accumulation. Create a corpus first. Returns will follow.
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Apr 1, 2022
    We have sent notification to all our clients to invest in PPF before 5th of this month to capture full interest for FY 23. Hope you do the same.
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Mar 2, 2021
    Did you know the difference between assessment year and previous year? Let us explain.
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Mar 10, 2022
    PPFAS to reopen for investments in the flexicap fund. Fund will accept new investments from March 15, 2022. The new funds will be invested in India or held as cash.
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Feb 9, 2021
    A discussion with a potential client - Client - I’m investing “X” amount in a mutual fund every month that has promised me “Y” amount per month after “N” years. Me - it’s not a mutual fund it’s an insurance policy. Client opens up the document. It’s an insurance. 👀
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Feb 20, 2021
    Is this what investing is?
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Feb 1, 2022
    You can Ask Us Anything around Financial Planning and Financial Independence from 09:00 PM to 10:00 PM today. @contliving @stepbystep888 Post your questions below 👇🏻
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Feb 1, 2022
    Replying to @daytrading001 @contliving and @stepbystep888
    Depends on the dividend yield. If you are holdings a diversified portfolio, expect dividend yield to be ~ 1% 3 lakh monthly = 36 lakhs per annum 36 lakhs divided by 1% roughly 36 Crore of portfolio
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Jul 8, 2021
    We are doing a full blown series on personal finance 101 on our YouTube channel. Subscribe 👇🏻👇🏻 youtube.com/contrarianlivi…
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    Holistic Prime Wealth Private Limited
    @holisticwealth_
    Jan 15, 2021
    Do you know why someone cannot create wealth? They have this bias in their mind that they will get rich by owning stocks and that mutual funds are for losers. Why is that? Because of the rags to riches stories all over media.