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 250 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 22 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 them by phone 91-44-42030722 or through
email at ramalingam@holisticinvestment.in and rajan@holisticinvestment.in

Who We Are?

We are Financial Planners and Wealth Managers 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 fresults.