Workshop on “Financial Planning: A Road Map to Achieve your Financial Goals!” will be held on April 3th, 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.

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.
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
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

Ramalingam K

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.

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

Send your queries to or


Call or WhatsApp to +919344451150

Office Working Hours: 9.30 am to 6 pm

Working Days: Monday – Saturday