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Webinar

 
 

A Holistic Investment Initiative!

A Personal Finance Webinar “Modern Wealth Traps: The Unspoken Rules of Money”

Speaker: K. Ramalingam

Designation: Chief Financial Planner – Holistic Investment.

Webinar on coming: 11.10.2025, SATURDAY 

Time: 10.30 AM to 12.30 PM (IST)

Medium: Zoom

Host: Holisticinvestment.in

How this webinar can benefit you?

  1. Are you working for yourself, or unknowingly working for someone else’s growth?
  2. Does looking rich today come at the cost of being wealthy tomorrow?
  3. Why do small losses hurt your future more than big wins help it?
  4. Is chasing quick money building your freedom, or draining it silently?
  5. When everything “new” looks exciting, how do you know what’s truly safe?
  6. What hidden rules of money are shaping your financial future without you realizing it?
Holistic
About our company

Holisticinvestment.in has 25 Years of Expertise (Since 2000) in personal finance.

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

It has published several research articles in Economic Times, Dalal Times, Money Control, Insight Success, Live mint & Nanayam Vikatan.

The company has Diverse Clients which include Senior Executives, Engineers, Doctors, NRIs & other business professionals.

It has a strong professional team with 2 Certified Financial Planners (CFPs) and 6 MBA graduates. For more details, visit www.holisticinvestment.in

About the speaker
  1. K. Ramalingam (MBA, CFP) is the Co-Founder of Holisticinvestment.in.
  2. He has 25 years of experience as a Financial Planner and has an excellent relationship with his clients. 
  3. He has coached hundreds of clients on the development and implementation of financial and investment plans. 
  4. 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.

 

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