
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.

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.

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 ?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.
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
Management

Financial
Planning
Planning

Investment
Advisory
Advisory

Tax
Planning
Planning

Estate
Planning
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 … Our TrustworthinessOur Ethical Practice
A short video on this award
http://www.youtube.com/watch?v=R_Kk5yWVPQg