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

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

Return : Profit or loss derived from an investment

Certified Financial Planner is professional certification mark of excellence for financial planners conferred by Financial Planning Standard Board (FPSB) of India. A person qualifying for CFP will have to undergo/ abide with Education, Experience, Examination & Ethics. CFP is the most prestigious & internationally accepted financial planning qualification.

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


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The 4th Free Skype Webinar on “Advanced Financial Planning” will be held on july 21, 2018 (Saturday) between 12 am and 1 pm IST. The Webinar will be taken by Mr Ramalingam Kalirajan, MBA, CFP, Director & Chief Financial Planner of Holistic Investment Planners (P) Limited.


What’s in it for you?

In this webinar, you can

  • Get valuable insights about advanced financial planning,
  • Get great ideas to park your surplus funds safely,
  • Clear your queries on Personal Finance and Financial Planning, and
  • Get out of mundane investment rut.

This webinar is definitely for you if you want to

  • Achieve your Financial Goals(Common financial goals are building a dream home, going for vacations, providing education to your children, arranging marriage to your children, etc.)
  • Maximize your Investment Returns
  • Enhance your Portfolio
  • Avoid Risks in Investments
  • Plan your Retirement or Secure your financial future

Awake the best Investor in you!



Who We Are?
About our company

Holistic Investment Planners has 18 Years of Expertise (Since 2000) in personal finance. The company has 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 & 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

Ramalingam Kalirajan, MBA, CFP., is the Director & Chief Financial Planner of Holistic Investment Planners (P) Limited. He is in the Personal Finance Industry from 1999.

As a Subject–Matter Expert, Ramalingam has appeared in DD, Sun News and a few other leading TV Channels. He Co-founded Holistic Investment Planners in 2000. He is the author of 3 eBooks which have got 10000+ downloads so far.
He has written more than 200 personal finance articles that were published in leading newspapers and online media.



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

Best Regards,

Karthick Kaliyamoorthy
Senior Executive – Online Marketing
Holistic Investment Planners

Office Working Hours: 9.30 am to 6 pm
Working Days: Monday – Saturday