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Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

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Mastering The Common Sense Investing!

Online Workshop

A value-packed Workshop to achieve investment success!

Mastering The Common Sense Investing!

The Most Uncommon Way To Create Wealth

A Personal Finance Workshop to help you create long-term wealth by mastering your investment strategy.

This is a 2 Day Workshop Designed for Investors Committed to Investment Success.

Reserve the Dates: 02-Oct-2021 & 03-Oct-2021

Time: 9:30am – 1pm (both days)

Registration Fee: Rs. 999

Book Your Seat (Rs.999) ❯❯

Program Trainer:

    Mr. Ramalingam Kalirajan MBA, CFP

Featuring Trainers:

    • Mr. Rajan CFP
    Mr. Srinivasavaradhan MBA

Participating Platform: Zoom Application

Requirements: A Laptop or PC or a Smartphone with Internet Connection.

Language: English

A Sneak Peek into the Workshop!

    • 1. New Age of Forbidden Investment Strategy
    • 2. The Nobel Winning Science behind It
    • 3. The Key to Rewire Your Investment Paradigm
    • 4. The Socratic Triple Filter Test For Investments
    • 5. Mastering The Ace Investor Psychology
    • 6. Lazy Secret to Outsmart The Majority of Investors
    • 7. A Working Framework to Identify & Avoid The Wealth Destroyers of the Stock Market
    • 8. Demystifying Mutual Funds To See Through And Beyond The Past Performance
    • 9. Ultimate Control Over Portfolio Via Asset Allocation
    10. Setting Up Perpetual Income in Retirement
Book Your Seat (Rs.999) ❯❯

Meet Your Trainers for the Workshop:

Mr. K. Ramalingam MBA CFP

Mr Ramalingam is the Co-Founder and Chief Financial Planner of HolisticInvestment.in. As the creator and architect of the 3-Dimensional Holistic Investment Approach, Ramalingam has mentored and guided hundreds of clients on the development and implementation of successful financial and investment plans.

In addition, Ramalingam has written more than 250 articles and has published on Rediff.com, Nanayam Vikatan, Economic Times, Live Mint and other Professional Trade Journals.

Featuring Trainers:

Mr. T. Rajan CFP

Mr Rajan is the Joint Director, Deputy Financial Planner. An ace Financial Planner with 21+ years of experience in investor mentorship and a trustworthy relationship with his clients. His commitment to the clients and their goals is exemplary. He offers realistic and efficient financial guidance to investors and overcome the complications in their investment portfolio.

He has written several personal finance articles published on Nanayam Vikatan. And has also answered readers’ questions on the same magazine.

Mr. P. Srinivasavaradhan MBA

Mr Srinivasavaradhan, Customer Support Manager, has been the face of client relationship for almost 2 decades. With his solid temperament, he has helped clients to navigate through financial uncertainties—especially NRIs and HNIs.

He also has been regularly conducting Facebook Live offering insightful investment and personal finance advice on our official Facebook handle.

Book Your Seat (Rs.999) ❯❯

About Holistic Investment Planners

Holistic Investment Planners, est. 2000, has 20 Years of expertise in Financial Planning and Wealth Management.

We were recognized and honoured as the Best Performing Financial Advisor Award Winner (South India) from CNBC TV18 in the year 2012.

We have published research articles in The Economic Times, Dalal Times, Money Control, Insight Success, Live Mint, Nanayam Vikatan, and other finance magazines. Throughout our journey, we have enabled diverse clients, including Senior Executives, Engineers, Doctors, NRIs, HNIs & other business professionals plan their investments and reach their financial goals.

Holistic Investment Planners comprise of a professionally skilled team of 2 Certified Financial Planners (CFPs) and 6 MBA graduates.

For more details, visit www.holisticinvestment.in

What to expect from this workshop?

In this workshop you will learn about the self-evolving investment strategy that combines a Nobel Prize winning theory and a time-tested investment approach. You will also get a holistic view on investments starting from Gold, Real-estate, Bitcoin, Stocks and Mutual Funds.

During the workshop you will get access to guides to conduct “investor-essentials” tests, developed from years of research. These tests are designed to help you choose the right investments yourself.

Ultimately, the purpose of this workshop is to help you optimise your portfolio risk vs gains while accelerating your growth as a self-developed investor.

Book Your Seat (Rs.999) ❯❯

What to not expect in this workshop?

Do not attend this Workshop if you are:

  • Looking for tips & trick to pick stocks.
  • Looking for in-depth technical analysis of stock market.
  • Looking for Stocks & Mutual fund suggestions.
  • Looking for IPO analysis.
  • Looking for returns without the intent of becoming an informed investor.

FAQ:

[su_spoiler title=”1. Who can attend this workshop?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]From an amateur investor to specialist anyone can attend this workshop.[/su_spoiler]

[su_spoiler title=”2. What is the goal of this workshop?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Through this workshop, we want to help investors to achieve their financial goals through the long forgotten common sense investing.[/su_spoiler]

[su_spoiler title=”3. Is this workshop a platform to promote investment products?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]No. We are not doing this workshop to promote any investment products or schemes.[/su_spoiler]

[su_spoiler title=”4. Can I cancel this workshop after the registration?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Yes, you can. But you have to cancel your enrolment at least 24 hours before the workshop.[/su_spoiler]

[su_spoiler title=”5. Will you refund the money if I cancel the workshop?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Yes, we will refund the money. But we cannot promise if you fail to attend the session.[/su_spoiler]

[su_spoiler title=”6. Is this workshop DIY financial planning program?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]No, it is not a financial planning program.[/su_spoiler]

[su_spoiler title=”7. Can I attend this workshop along with my family?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Yes. You can attend this workshop with your family. But you can attend by using the single device. If your spouse attending this workshop from another location, then they need to pay for the enrolment separately. But you can pay only Rs.000 as discount rate.[/su_spoiler]

[su_spoiler title=”8. If I have any queries to ask, whim should I contact?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]You can send mail to ramlingam@holisticinvestment.in or internetmarketing@holisticinvestment.in or WhatsApp to [/su_spoiler]

[su_spoiler title=”9. Will you provide the video version of this workshop later?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]No. This is an exclusive workshop specially made for participants like you. We will not publish any video copies later on. However, you will get the access to all the tools, calculators and other useful materials.[/su_spoiler]

[su_spoiler title=”10. What are the useful materials you will provide?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Calculators, Pre-reading materials, Workbook, and other necessary materials & tools.[/su_spoiler]

Registration Fee: ₹999

Just Pay Rs. 999 via GPay Or UPI to book your seat!

(Please include your name, mail id and WhatsApp number in the above payment option)

GPay to 9282116652

Or

Scan to pay!

qr code Or

Pay Rs. 999+Convenience Fee with Credit Card

Pay here to book your seat ❯❯

[su_button url=”https://imjo.in/vXCeQ2″ target=”blank” background=”#283556″ size=”8″ desc=”” onclick=”https://imjo.in/vXCeQ2″]Pay here to book your seat![/su_button]

[su_button url=”https://imjo.in/vXCeQ2″ target=”self” style=”default” background=”#2D89EF” color=”#FFFFFF” size=”3″ wide=”no” center=”no” radius=”auto” icon=”” icon_color=”#FFFFFF” text_shadow=”none” desc=”” download=”” onclick=”https://imjo.in/vXCeQ2″ rel=”” title=”” id=”” class=””]Pay here to book your seat![/su_button]

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Jey S
Jey S
24. September, 2021.
I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
aksaswadkar
aksaswadkar
24. September, 2021.
I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.
Lionel Faber
Lionel Faber
16. September, 2021.
I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.
Sridhar
Sridhar
8. September, 2021.
Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.
Nitesh Agrawal
Nitesh Agrawal
6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
Swetha Vasanth
6. September, 2021.
This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.
Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
Srinvas Kannan
30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
Shivaram Andiappan Selvaraj
3. July, 2021.
I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.
Nellai B
Nellai B
26. June, 2021.
I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.
Google rating score: 4.4 of 5,
based on 61 reviews

Google Reviews

Jey S
Jey S
24. September, 2021.
I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
aksaswadkar
aksaswadkar
24. September, 2021.
I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.
Lionel Faber
Lionel Faber
16. September, 2021.
I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.
Sridhar
Sridhar
8. September, 2021.
Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.
Nitesh Agrawal
Nitesh Agrawal
6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
Swetha Vasanth
6. September, 2021.
This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.
Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
Srinvas Kannan
30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
Shivaram Andiappan Selvaraj
3. July, 2021.
I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.
Nellai B
Nellai B
26. June, 2021.
I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.
Google rating score: 4.4 of 5,
based on 61 reviews

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