About UsABOUT US

Ramalingam K
Mr Ramalingam K

Ramalingam (MBA, CFP) is the Co-Founder and Director of Holistic Investment Planners Private Limited. As the creator and architect of the 3-Dimensional Holistic Investment Approach, he has advised hundreds of clients on the development and implementation of financial and investment plan. In addition to his consulting work, Ramalingam has written more than 250 articles which have appeared in REDIFF.COM, Nanayam Vikatan and other Professional Trade Journals.
Rajan T
Mr Rajan T

Rajan (B.Com, CFP) is the Director & Deputy Financial Planner. He has 19 years of experience as a Financial Planner and has an excellent relationship with his clients. He offers realistic and positive financial advices to the investors who have several complex issues in their portfolio/investments. His commitment with his clients are exemplary. He wrote articles and answered readers’ questions in Nanayam Vikatan.

You can reach them by phone 91-44-42030722 or through
email at ramalingam@holisticinvestment.in and rajan@holisticinvestment.in

Who We Are?
Who We Are?
We are Financial Planners and Investment Advisors to Senior Corporate Executives and NRIs. We help our clients identify financial goals, develop strategic investment plans for creating, preserving and managing wealth, and achieve results in their wealth management.

Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take right financial and investment decisions.

What We Do ?
What We Do ?
By using our 360 degree wealth management approach, we provide our clients with strategies needed to preserve, manage and transfer their wealth.

Our unique customized wealth management approach will help our clients avoid costly mistakes, manage risk, save time, and improve their overall financial investment results.

What Makes Us Different ?
  • Our need-based and principle centered wealth management process helps our clients get unbiased authentic financial advice.
  • Our clients benefit from the expertise we have developed working one-on-one with Successful Senior Corporate Executives and NRIs since 2000.
  • Clear picture on your financial status where you are currently, where you have to go and how to go.
  • We spent more time with clients discussing about demystifying myths and clarifying their doubts. This will increase the awareness level on financial products for the clients.
What Makes Us Different ?
How we can help you?
Create, preserve and manage long term wealth and achieve your personal finance planning goals and objectives.
Determine the type and amount of insurance you need to protect yourself, your family and your assets.
Avoid costly mistakes, manage risk, save time, and improve your overall financial investment results.
Go through the maze of retirement options and put you on course for the retirement you’ve always dreamed of.
Improve the efficiency with which assets can pass on to your loved ones in the event of death.
Specialties
Wealth
Management

Wealth Management
Financial
Planning

Wealth Management
Investment
Advisory

Investment Advisory
Tax
Planning

Tax Planning
Estate
Planning

Estate Planning
Risk Management Planning

Risk Management
Planning

Portfolio Revamp & Review

Portfolio Revamp
& Review

Investment Planning

Investment
Planning

Retirement Planning

Retirement
Planning

Money Management Coaching

Money Management
Coaching

Honors and Awards
Honors and Awards
Best Performing Financial Advisor Award (South India) from CNBC TV18

The short listing process of this award is powered by the rating agency ICRA.

An award for … Our TrustworthinessOur Ethical Practice

Award Video
A short video on this award
http://www.youtube.com/watch?v=R_Kk5yWVPQg

VISION, MISSION & VALUES
Click Here for
Our VISION, MISSION & VALUES