Financial Planning: Is Financial planning at Holisticinvestment.in…
Financial security tomorrow requires that you make profitable investment decisions…
Financial security is the essence of a happy retired life. Planning for a content retired ….
A Personal Finance Webinar on “Mastering Rational Investing :
5 Successful Strategies”
What Our Other Clients Have Said About Us
I started my interaction with Mr. Ramalingam one year back for my retirement planning. Now I feel very happy that there is someone to guide me about my finance during Continue Reading
I had some difficulty to execute my financial plans before working with Holistic. Now, I am on track to achieve my short term and long term financial goals. I have Continue Reading
After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of Holistic Investment Planners. Ever since, they Continue Reading
Our Ideal Clients
At Holisticinvestment.in we realize that each of our client is unique. We appreciate our clients and seek only the best matched individuals and families for our services.
As a result we strive to develop a deeper relationship with our clients. We don’t work with everyone for a reason We have a boutique service model where we address your unique needs and concerns.
Because of this we seek to work only with clients who we can serve best and who fall into certain psychological and demographic characteristics.