Online Workshop

Workshop on “Financial Planning: A Road Map to Achieve your Financial Goals!” will be held on April 3^th, 2021 (Saturday) at 10.30 am IST. The workshop will be taken by Mr Ramalingam Kalirajan, MBA, CFP, Director & Chief Financial Planner of Holistic Investment Planners (P) Limited.
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What’s in it for you?

In this workshop, you can

Discover how to come out of past financial mistakes,
Discover how to avoid making the wrong investment/financial plan decisions,
Find out how to choose the right investment option,
Understand the difference between simple and complicated products,
Uncover the financial blind spots and your road map,
Create emergency planning and risk management,
Get confidence enough to plan your financial life,
Create your goal-based financial plan, and
Discover how to retire with financial freedom.

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This workshop 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

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Awake the best Investor in you!

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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

Ramalingam Kalirajan, MBA, CFP., is the Director & Chief Finanical 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.

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If you have any queries regarding the workshop, 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

Lingesh MMG

20. September, 2023.

Na eppo tha financial goal la enna therunju kitta..enaku full support panna thuku thank you..🥰 friendly nalla pesuninga...

Ravi L

15. August, 2023.

Very knowledgeable and professional team, guided me with the precise financial solutions and timely suggestions.

Hardik Dave

5. July, 2023.

Holistic Investment is really nice and trust worthy financial planner. They plan things in realistic manner and also consider future dimensions of items also. They are always available for small or big queries, and also share knowledge and help you become more financial literate, and take right decisions in all financial matters.

Dr. Padmakar Wagh

27. June, 2023.

Mr Ramalingam who is the Director of Holistic investments has a excellent financial planning knowledge, the entire Holistic team has been very helpful in my financial planning journey and execution. This is my third year of financial planning with Holistic investments and so far I am satisfied with the progress I have made.

Binamra Dash

13. June, 2023.

Very knowledgeable team. Guided me properly with my concerns.

Murugan Bala

16. May, 2023.

I have been investing through Holistic for the past 4 years and my experience with them have been really good. The team of Rajan and Ramalingam doing excellent services in meeting my needs through proper guidance on investment options customized. Theya re always available on any specific needs time to time.I would recommend their services to my friends and colleagues too.

Neeraja R K

15. May, 2023.

Working with holistic investment planners was a really wonderful experience for me. For me the entire team had been very supportive in all ways. Their working strategy is well planned and methodical. They always keep me informed and updated about my investments, so that i can take informed decisions. The team first helps us understand the basics of investments, then they collect data, work with the data and then provide investments solutions according to our goals which i find it the best. Good luck to the entire team.

deepika kulkarni

21. April, 2023.

We have availed holistic service from last couple of years and are very happy with our decision. Their systematic approach has helped us plan our finances and meet our goals. They provide very comprehensive and detail plan and resource management every 6 months which ensures we are on right track to achieve our goals. Rajan and Ramalingam from holistic are always there to help us with our queries. They have also accommodated any changes to our goals or resources mid year in a professional manner.

Ashook Panneerselvam

21. March, 2023.

For the past year, I have been interacting with Holistic Investment. I frequently read Nanayam Vikatan, which is a publication owned by the Vikatan family, and I was impressed by their financial advice. My brother also suggested holistic investing, and he also got excellent financial advice. Holistic Investment follows a methodical approach that I really liked because they first fully understand our financial situation "As Is," which includes "Assets" and "Liabilities," as well as our short-, mid-, and long-term goals, on the basis of which they provide a detailed plan on how to achieve our goals for which they are recommending various investment options. Even in the investment advice, why do they suggest particular mutual funds and what is the justification behind it, which adds transparency to the client. One essential factor is that they are always available. Even if I needed to make some urgent financial decisions, they were very helpful and kind to answer my questions via phone calls, WhatsApp messages, and emails. I was very happy with their service. Periodic reviews are also crucial, even though I have forgotten that they occur once every three months, and I also intend to renew this year.

Mahesh S

19. February, 2023.

I have availed Holistic investment service for last 1yr against my early retirement decision. they provided me comprehensive detailed report how to move ahead with my existing resources. moreover, they are available to me whenever i have any doubt.. highly recommend others to avail their service

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