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

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

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Webinar

 
 

A Holistic Investment Initiative!

A Personal Finance Webinar “Investing Peacefully in a Noisy Market”

Speaker: K. Ramalingam

Designation:  Chief Financial Planner – Holistic Investment.

Webinar on coming: 10.05.2025, SATURDAY 

Time: 10.30 AM to 12.30 PM (IST)

Medium: Zoom

Host: Holisticinvestment.in

Register Now!

How this webinar can benefit you?

  • Trends vs. Process — what leads to regret?
  • Are SIPs failing you during this fall?
  • Gold shines now — but what’s next?
  • Are you reacting or investing?
  • Gain clarity and confidence in uncertain markets
  • Learn how to protect short-term needs without sacrificing growth
  • Shift from stress to control with a clear, simple investment process
Register Now!
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

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