Live Webinar

A Holistic Investment Initiative!

A Personal Finance Webinar “உங்கள் First ₹1 Crore: Mutual Funds மூலம் திட்டமிடுவது எப்படி?”

Guest Speaker: K. Ramalingam – Chief Financial Planner – Holistic Financial Service.

Webinar on coming: 26.09.2025 at 10.30 am (IST)

Medium: Zoom

Host: Holisticinvestment.in

How can this webinar benefit you?

₹1 Crore-க்கு எவ்வளவு SIP தேவை?

Step-Up SIP எப்படி உங்க Wealth Creation-ஐ accelerate செய்யும்?

Compounding-ன் Power-ஐ Long Term-ல் எப்படி பயன்படுத்துவது?

உங்க Goal, Time Horizon & Risk-க்கு ஏற்ற Mutual Fund Strategy எப்படி இருக்க வேண்டும்?

Mutual Fund Investing-ல் தவிர்க்க வேண்டிய Common Mistakes என்ன?

First ₹1 Crore-க்கு பிறகு அடுத்த Wealth Milestone-ஐ எப்படி Plan செய்வது?

About our company

Holisticinvestment.in has 26 Years of Expertise (Since 2000) in personal finance and investment advisory.

The company received the Best Performing Financial Advisor Award (South India) from CNBC TV18 in 2012.

Holisticinvestment.in has been featured in leading publications such as Economic Times, Dalal Street, Moneycontrol, Insight Success, LiveMint, and Nanayam Vikatan.

The company serves a diverse clientele including Senior Executives, Engineers, Doctors, NRIs, and Business Professionals across India and abroad.

With a strong professional team that includes Certified Financial Planners (CFPs) and experienced financial professionals, the company focuses on investor education and goal-based financial planning.

For more details, visit:

www.holisticinvestment.in

About the speaker

K. Ramalingam (MBA, CFP) is the Co-Founder of Holisticinvestment.in.
He has 26 years of experience as a Financial Planner and has an excellent relationship with his clients.
He has coached hundreds of clients on the development and implementation of financial and investment plans.
In addition to his Financial Planning work, Ramalingam has written more than 750 articles which have appeared in REDIFF.COM, Nanayam Vikatan and other Professional Trade Journals.

LIMITED SEATS

To keep the session interactive, seats are limited.

Once registrations close, the link will not be shared again.

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If you have any queries regarding the webinar, please contact us with the details given below.

Send your queries to ramalingam@holisticinvestment.in or internetmarketing@holisticinvestment.in

Call or WhatsApp to +919344451150

Office Working Hours: 9.30 am to 6 pm

Working Days: Monday – Saturday

Lingesh MMG

20. September, 2023.

Na eppo tha financial goal la enna therunju kitta..enaku full support panna thuku thank you..🥰 friendly nalla pesuninga...

Ravi L

15. August, 2023.

Very knowledgeable and professional team, guided me with the precise financial solutions and timely suggestions.

Hardik Dave

5. July, 2023.

Holistic Investment is really nice and trust worthy financial planner. They plan things in realistic manner and also consider future dimensions of items also. They are always available for small or big queries, and also share knowledge and help you become more financial literate, and take right decisions in all financial matters.

Dr. Padmakar Wagh

27. June, 2023.

Mr Ramalingam who is the Director of Holistic investments has a excellent financial planning knowledge, the entire Holistic team has been very helpful in my financial planning journey and execution. This is my third year of financial planning with Holistic investments and so far I am satisfied with the progress I have made.

Binamra Dash

13. June, 2023.

Very knowledgeable team. Guided me properly with my concerns.

Murugan Bala

16. May, 2023.

I have been investing through Holistic for the past 4 years and my experience with them have been really good. The team of Rajan and Ramalingam doing excellent services in meeting my needs through proper guidance on investment options customized. Theya re always available on any specific needs time to time.I would recommend their services to my friends and colleagues too.

Neeraja R K

15. May, 2023.

Working with holistic investment planners was a really wonderful experience for me. For me the entire team had been very supportive in all ways. Their working strategy is well planned and methodical. They always keep me informed and updated about my investments, so that i can take informed decisions. The team first helps us understand the basics of investments, then they collect data, work with the data and then provide investments solutions according to our goals which i find it the best. Good luck to the entire team.

deepika kulkarni

21. April, 2023.

We have availed holistic service from last couple of years and are very happy with our decision. Their systematic approach has helped us plan our finances and meet our goals. They provide very comprehensive and detail plan and resource management every 6 months which ensures we are on right track to achieve our goals. Rajan and Ramalingam from holistic are always there to help us with our queries. They have also accommodated any changes to our goals or resources mid year in a professional manner.

Ashook Panneerselvam

21. March, 2023.

For the past year, I have been interacting with Holistic Investment. I frequently read Nanayam Vikatan, which is a publication owned by the Vikatan family, and I was impressed by their financial advice. My brother also suggested holistic investing, and he also got excellent financial advice. Holistic Investment follows a methodical approach that I really liked because they first fully understand our financial situation "As Is," which includes "Assets" and "Liabilities," as well as our short-, mid-, and long-term goals, on the basis of which they provide a detailed plan on how to achieve our goals for which they are recommending various investment options. Even in the investment advice, why do they suggest particular mutual funds and what is the justification behind it, which adds transparency to the client. One essential factor is that they are always available. Even if I needed to make some urgent financial decisions, they were very helpful and kind to answer my questions via phone calls, WhatsApp messages, and emails. I was very happy with their service. Periodic reviews are also crucial, even though I have forgotten that they occur once every three months, and I also intend to renew this year.

Mahesh S

19. February, 2023.

I have availed Holistic investment service for last 1yr against my early retirement decision. they provided me comprehensive detailed report how to move ahead with my existing resources. moreover, they are available to me whenever i have any doubt.. highly recommend others to avail their service

Lingesh MMG

20. September, 2023.

Na eppo tha financial goal la enna therunju kitta..enaku full support panna thuku thank you..🥰 friendly nalla pesuninga...

Ravi L

15. August, 2023.

Very knowledgeable and professional team, guided me with the precise financial solutions and timely suggestions.

Hardik Dave

5. July, 2023.

Dr. Padmakar Wagh

27. June, 2023.

Binamra Dash

13. June, 2023.

Very knowledgeable team. Guided me properly with my concerns.

Murugan Bala

16. May, 2023.

Neeraja R K

15. May, 2023.

deepika kulkarni

21. April, 2023.

Ashook Panneerselvam

21. March, 2023.

Mahesh S

19. February, 2023.

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