Ideal Client

Listen to this article

OUR IDEAL CLIENTS

At HolisticInvestment.in we realize that each of our client is unique. We appreciate our clients and seek only the best matched individuals and families for our services. As a result we strive to develop a deeper relationship with our clients.

We don’t work with everyone for a reason

We have a boutique service model where we address your unique needs and concerns. Because of this we seek to work only with clients who we can serve best and who fall into certain psychological and demographic characteristics.

Our ideal clients :

Are focused on building personal wealth
Want comprehensive financial advice
Appreciate our long term view of investing
Rely on us to guide them in creating a financial plan
Want us to manage their Investment Asset Allocation
Appreciate the value we provide and willingly pay the cost for our services
Trust that we will communicate important issues affecting the market
Don’t have to worry about the financial markets
Trust that we have selected appropriate financial strategies
Need help with financial decisions and need an advisor they can trust
Enthusiastically refer clients to us

Demographic qualities

HNW senior corporate executives and NRIs.
Range in age from 35+
Annual Income Rs. 1500000+
Have investible assets of Rs.2500000
We are able to take on clients outside this range depending upon their unique situation

These are the issues that are important in their lives

Spending time with family and friends
Leaving a legacy for the next generation
Devoting time to family vacations and down time
Want a meaningful, productive retirement
Want to maintain academic interests

Our clients like working with us because

We save them time
We are accessible
We are responsive
We have expertise
We have earned their trust
We take a comprehensive approach and cover clients’ entire financial picture

Some of our clients work in these professions
IT, ITES, Marine Services, Medical Services, Top Level Corporate Executives.
Ideal Client

Skip the queue by registering for your 30-Minute FREE Financial Plan Consultation. Click the ‘BOOK YOUR SLOT NOW!’ button below.

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