Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

Live Webinar

 

A Holistic Investment Initiative!

A Personal Finance Webinar “Mission to Mars”

Guest Speaker: Mr. Amit Grover – National Lead – Training, HDFC AMC Ltd.

Webinar on coming: 13.06.2026, Saturday at 10.30 am (IST)

Medium: Zoom

Host: Holisticinvestment.in

For Age Group: 12 to 18


How this webinar can benefit you?

✔ Money Smart Goals

      Learn how to create exciting financial goals and grow your savings through simple, smart money habits.

✔ Your Financial Safety Shield

      Understand how insurance helps protect you and your family from unexpected financial challenges.

✔ Outsmart Money Scams

      Discover how to identify common financial scams and avoid “quick money” traps with confidence.

✔ Smart Investing Basics

      Explore the difference between safe and high-risk investments, and learn how to make balanced financial decisions.

✔ Small Habits, Big Results

      See how consistent small savings can grow over time and help build a strong financial future.


About our company

Holisticinvestment.in has 25 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:
About the speaker
  1. Amit Grover is a Mechanical Engineer, MBA, CFA Level 3 candidate, with 17 years experience in financial services in wealth management and training.
  2. His last 2 stints were with IDFC Mutual Fund and DSP Mutual Fund heading Learning & Development.
  3. He has covered a wide range of topics in his sessions, including equity, fixed income, behavioral finance, international investing, market history, macroeconomics, and personal finance.
  4. He has conducted more than 1200+ sessions pan India for Banks, National Distributors, MFDs, RIAs, and most leading corporations of the country.
  5. He has authored several articles on personal finance, investing, and behavioral finance, which have been published in leading financial newspapers.

LIMITED SEATS

To keep the session interactive, seats are limited.

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

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

Or

Call or WhatsApp to +919344451150

Office Working Hours: 9.30 am to 6 pm

Working Days: Monday – Saturday

 

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