Mr Ramalingam K
Ramalingam (MBA, CFP) is the Co-Founder of Holisticinvestment.in.
As the creator and architect of the 3-Dimensional Holistic Investment Approach, he has coached hundreds of clients on the development and implementation of financial and investment plan. In addition to his Financial Planning work,Ramalingam has written more than 500 articles which have appeared in REDIFF.COM, Nanayam Vikatan and other Professional Trade Journals.
Mr Rajan T
Rajan (B.Com, CFP) is another Co-Founder of Holisticinvestment.in. He has 23 years of experience as a Financial Planner and has an excellent relationship with his clients. He offers realistic and positive financial counselling 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 us by phone 91-44-42030722 or through
email at ramalingam@holisticinvestment.in and rajan@holisticinvestment.in
We are Financial Planners Wealth Managers and Investment Brokers 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.
Our unique customized wealth management approach will help our clients avoid costly mistakes, manage risk, save time, and improve their overall results.
Our one of a kind process-oriented investment broking service focuses on the process first and puts the products next.
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 spend more time with clients discussing about demystifying myths and clarifying their doubts. This will increase the awareness level on financial products for the clients.
We are Well Certified:
Association of Mutual Funds of India
Registered Mutual Fund Distributor ARN:4188
How we can help you?
Create, preserve and manage long term wealth and achieve your 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
Financial Planning
Asset Allocation
Tax
Planning
Estate
Planning
Risk Management Planning
Portfolio Revamp
& Review
Investment
Planning
Retirement
Planning
Money Management
Coaching
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 …
Impactful MFD Award – Café Mutual Sanjeevini Awards (2025)
On 5th March 2025, we were honored with the Impactful MFD Award at the prestigious Café Mutual Sanjeevini Awards. This recognition highlights our commitment to delivering exceptional investment guidance and wealth management solutions, reinforcing our dedication to client-centric service and long-term value creation.
