Portfolio : A collection of investments owned by the same individual or organization.

financial investment : It refers to a fixed amount of money and expecting some kind of gain out of it.

Will : legal declaration of how a person wish his/her possession to be disposed after their death

Fund : An amount of money saved or collected for a particular purpose

Return : Profit or loss derived from an investment

Investor : An investor is any party that makes an investment.

It is Total Assets of a person at the given point of time. That is buildings, investments and other assets s/he is having. Benefits will be enjoyed by his heirs after his death through his will.

A set of assets which an investor holds. This may contain equities, mutual funds, insurance and other cash equivalents.

Wealth is accumulation of resources or as on date value of assets a person own. Commonly Net worth is the measure of Wealth of an individual.

It is the raise in the value of Consumer Price Index. That is the rate of increase of the price of a goods or services.

Financial Planning

The Ultimate financial-life Blueprint

Hey …,

Listen—I value your time and our relationship, so let me get right to it.

The fact that you’re reading this right now means you are interested in or curious to know more about the Result Oriented Financial Plan.

You have questions, and I have answers. You need not hire us… without getting answers for all your questions.

Can I help you to achieve 100% of your financial goals?

We don’t know yet.

So let’s handle that first…

You’re currently facing one or more of these issues in your financial life

    • You have a lack of expert INFORMATION you can fully trust
    • You or your family lack the knowledge to IMPLEMENT what you already know
    • You don’t know what action items to PRIORITIZE
    • You know the value of Financial Plan but don’t know where to begin
    • You’ve reached a ceiling and need help SCALING your portfolio to newer heights

 

You have one or more of these financial goals but aren’t hitting them


    • You want to shift from ‘working for money’ to ‘money works for me’
    • You want more profitable investments
    • You want to increase the amount of REAL RETURNS (post inflation & post tax) you’re earning from each investments
    • You want to AUTOMATE more of your savings, investments and wealth accumulation
    • You want more passive income from your portfolio (in future) because you desire FINANCIAL FREEDOM

Do You Identify with Any of the Issues or Goals Above?

 

 
The Comprehensive Financial Plan is the ONLY resource you’ll EVER need to turn your savings into a thriving, automated, revenue-generating machine.

Whom This Plan is For?

    • Individuals who want to INCREASE PROFITS by adequate savings, right investing and efficient tax-planning.
    • Individuals who want to implement a proven 7-STEP STRATEGY for taking their portfolio to newer heights steadily and sustainably.
    • Individuals who want to access the most CUTTING-EDGE strategies and tactics working today and into the future.
    • Driven individuals who believe knowledge is POWER and taking action gets results.

 

Whom This Plan is Not For?

    • People who are looking for a new investment opportunity everyday and want to get rich as quickly as possible.(Hint: that mindset doesn’t work!).
    • Anyone who wants instant results just because they signed up without taking real action

 

How we can help you?

    • We can create, preserve and manage long-term wealth and achieve your personal financial 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.

 

Want to know what will work?

    • Taking PROVEN investment tactics and learning them one at a time through multiple methods (mutual fund investment, share market, FD etc.)…EVEN IF it’s something you think you already know.

      Because guess what? You should NEVER stop learning, and just because you learned it once doesn’t mean you can’t improve your understanding on investment.

      Once you fully understand something, your next step in your financial life is to TAKE ACTION and implement it immediately while it’s still warm in your mind.

      This is what separates 99% of investors from the rest. They actually DO the work and implement it all.

      This is what works. I know this from my experience.

      And you know me; I’m not trying to impress you…

      I’m simply trying to impress upon you that I’ve already done this before and KNOW it works, because I’ve also helped countless clients do the exact same thing.

      If financial planning was a science (which I believe it is), understand that I have been testing these Financial Planning strategies, investment techniques, and implimentation methods in the laboratory like a mad scientist for nearly two DECADES.

      I want to help you accomplish the same thing, and that’s why I’ve created a service that gives you access to my entire “The Ultimate financial-life Blueprint” AKA my “My Financial Planning Service.”

 

Why Comprehensive Financial Planning at Holistic Investment Planners is right for you?


    • You will be happy in the way you manage your financial priorities.
    • You will take control of your financial future and unlock the doors to financial success.
    • You will manage your money properly.
    • You will have your financial goals written in black and white.
    • You will know the right amount of wealth you need to build.
    • You will protect your assets well.
    • You will plan your investments and estate.
    • You will make investments in conjunction with your life events such as children’s marriage, children’s higher education, dream – house/car/vacation, retirement, etc.

 

Can our Comprehensive Financial Plan help you?

I cannot answer to that question because our every client has different financial goals just like you. But, you can get the answers through our existing clients' testimonials here.
 

In our Complete and Comprehensive Financial Plan Service, you can get

1. Financial Planning Service: You can get Complete and Comprehensive Financial Planning for you and your family and to secure your financial dreams. Our Financial Planning Service includes

    • Financial Plan Construction
    • Risk Management
    • Portfolio Revamp
    • Investment Plan & Tax Plan
    • Financial Plan Review
    • Investment Plan Review
    • Financial Plan Execution

2. Investment Plan shows you how to invest. We will give you suggestion on where your money should be invested with reference to whether you are looking to make money now or over the long term.

3. Retirement Plan to secure your financial life even after the retirement. Even though you have no income, our retirement plan will help you to achieve your dreams after your retirement.

4. Children’s Education Plan fulfils your children’s dreams. Juggling between personal life and financial life you might find it hard to concentrate on your future might I add your children’s future. But with our Children’s Education Plan, we will ease your stress and will help you to secure your children’s dreams.

5. Wealth Management process will guide you what it takes to survive and thrive in any markets, and put you in a better position to take wealth management decisions.

 

Simply put, what other Financial Planning Services out there can you trust to actually deliver and provide
results?
 

Here are some trust “signals” and indicators…

    • You will be pushed out of your comfort zone.
    • You will be not satisfied at times.
    • Your significant other may wonder if your investment planning is more important than your relationship

 

So how does this compare?

If you were to even try and find the information and implementation plans in our financial planning elsewhere, you’d need to spend OVER Rs. 30000 to 35000 +tax to get this Financial Planning Service.

And it would take you YEARS to bring it all together, filter out the good from the bad, and actually go through the information and figure out what to do with it.
 

 

The Cost of Not Doing this Plan

You may be looking at this Financial Plan – Proposal right now and wondering if you can afford it or whether you should invest the money.

Unfortunately, this type of thinking is only looking at the cost of TAKING action.

What about the cost of NOT taking action? What is not taking action costing you on a monthly basis right now?

In lost profits…stress…embarrassment…strained relationships…and so much more.

If your financial life is NOT where it needs to be, then it can’t help but take a toll on every area of your life.

Your personal finance is an area of life that you’ve likely committed to setting EXCELLENT standards in.

To get excellent results, you must take OUTSTANDING actions.

In this day and age, if you just take good actions you will get POOR results.

Don’t waste your health, time, and money by letting this go.

I really look forward to working with you and watching your portfolio grow from its current position to newer heights.

The choice is yours. Do you truly want this? And when?

Comprehensive Financial Plan Service:

Financial planning is a continuous process, and with Holistic Investment Planners, you will get a customized and flexible financial plan to help you improve all aspects of your financial life.
 
We won South India’s Best Performing Financial Advisor Award Winner from CNBC TV18 in 2012. This award was a result of our strong and continuous ethical practice and trustworthiness.
 

Our Comprehensive Financial Planning Service Fee is Rs. 25,000
Pay the advance of just Rs. 12,500 to get started.
Balance can be paid after you receive your Financial Planning report.

 

Pay here to get started