SERVICES · CHENNAI, INDIA
Take money decisions without the second-guessing
From goal mapping to ongoing portfolio reviews — every engagement starts with your requirement, and the products come only after the process.
WHAT WE OFFER
Six ways we build and protect your wealth
Wealth Roadmap
A goal-based investment roadmap that shows where you stand today, where you want to go, and the investment route between the two — milestones, goal timelines and investments in one document.
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Asset Allocation Blueprint
Security tomorrow requires profitable investment decisions today. We set the right mix across asset classes for your goals, horizon and risk appetite.
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Retirement Roadmap
Security is the essence of a happy retired life. We build an investment approach around your retirement goal and review it regularly.
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Mutual Fund Blueprint
If your money sits in idle or older fund holdings, we review how they fit your goals and risk profile and, where suitable, suggest mutual fund schemes and a SIP structure mapped to each goal. We explain exit loads and tax effects so you can decide.
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HNI Wealth Management
Premier portfolio solutions for larger balance sheets — PMS, AIF and SIF mandates alongside our curated mutual fund Portfolio, with manager selection, allocation oversight and tax-aware reviews.
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PMS
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AIF
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SIF
NO COST
Insightful Webinar
Book your seat for the next upcoming webinar with an eminent investment expert — no cost, no obligation.
OUR PROCESS
From first conversation to executed portfolio
Whichever service you start with, the engagement follows the same five steps — a need-based, principle-centered sequence we’ve run with clients since 2000.
Step 01
Introductory call
A call to understand your situation, concerns and what you want money to do for you, and to explain how we work.
Step 02
Where you stand
We understand your goals, current investments, risk profile and horizon, and identify gaps in how your investments are set up.
Step 03
The investment approach
A written summary of the suggested asset allocation, goal timelines and implementation steps — explained until it’s genuinely clear.
Step 04
Execution and monitoring
We help you implement each recommendation and track progress until it is genuinely done.
Step 05
Review and rebalance
Periodic portfolio reviews keep your investments aligned with your goals as markets, tax rules and your life change.
WHO IT’S FOR
Built for senior executives and NRIs
Our services suit people whose finances have become complex enough that decisions carry real consequences — and who would rather have a disciplined, process-led distributor than a one-time product pitch.
Senior corporate executives
Multiple income streams, ESOPs and a shrinking amount of time to manage any of it.
NRIs
Investments and family commitments in India that need someone accountable on the ground.
Pre-retirees
Five to fifteen years out, wanting clarity on how to invest ahead of retirement.
Cluttered portfolios
Too many funds and products bought over the years, with no single strategy behind them.
QUESTIONS
Before you get in touch
Is the initial guidance call really at no cost?
Yes. The 30-minute introductory call is to understand your goals and explain how we work. There is no obligation to engage us afterwards.
Which service should I start with?
Many clients start with the Financial Roadmap, which brings their goals into focus. Other services can be added as needed.
Can you work with me if I live abroad?
Yes — NRIs are a core part of our practice, and reviews and consultations run over video calls across time zones.
Do you sell products?
We are an AMFI-registered Mutual Fund Distributor (ARN 4188) and an APMI-registered PMS distributor (APRN07386). We put the process first and the products next — the recommendation follows your requirement.
TAKE THE FIRST STEP
Take the first step toward your next wealth milestone
Start with a no-cost Wealth Check and see the roadmap from where you are today to ₹1 Cr, ₹5 Cr and beyond.
PHONE
+91 98407 64541
ramalingam@holisticinvestment.in
rajan@holisticinvestment.in
OFFICE
Old No 60/3, New No 26, Burkit Road,
T. Nagar, Chennai – 600017, India
