A Holistic Investment Initiative!

Holistic Investment Planners and Aditya Birla Sun Life AMC invites you for a Personal Finance Webinar on “Wealth Creation thru Asset Allocation!” Webinar will be held on February 20, 2021 (Saturday) at 10.30 am IST.

It will be taken by Mr. S. Gururaj from Aditya Birla Sun Life AMC.

What’s in it for you?

This webinar can help you to discover,

  • How to manage the Risk and Reward with Asset Allocation?
  • How to Evaluate and choose the right asset classes?
  • How to optimize a portfolio for wealth creation
  • How to determine your asset allocation
  • How to diversify your investment portfolio
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
This webinar will awake the best Investor in you!

About our company

Holistic Investment Planners has 20 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,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:

Mr. Gururaj is Assistant Vice President, Investor Education and Distribution Training for Aditya Birla Sun Life Asset Management Company. He has been With ABSLAMC since November 2008. He has work experience of over 29 years Of which 27 years in the MF industry. Prior to joining ABSLAMC, he worked with UTIAMC. In UTI, he handled various assignments like Research and Planning, Business Development, R&T, Administration, IT, ACCOUNTS, PSU CHANNEL And Branch Head. He has also handled training assignments for Franklin Templeton Mutual Fund. He is a Post Graduate in Statistics, from Loyola College Chennai and AFP in Investment Planning.

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