Ramalingam K
Founder and Director of H

About me

  Member Since : 13 October 2011  (Chennai)

Ramalingam is the Founder and Director of Holistic Investment Planners (A Private Limited Company).

 

As the creator and architect of the 3-Dimensional Holistic Investment Approach, he has advised hundreds of clients including affluent business owners, corporate executives, medical professionals and NRIs on the development and implementation of financial and investment plan.

 

In addition to his consulting work, Ramalingam has written more than 50 articles which have appeared in REDIFF.COM, Nanayam Vikatan and other Professional Trade Journals.


Ramalingam has a Postgraduate Degree in Management from the University of Madras and also has a CFP certification from FPSB of India.


You can reach Ramalingam by phone @
9144-42030722 or through email at ramalingam@holisticinvestment.in

 

 Awards

Best Performing Financial Advisor Award South India Winners from CNBC TV18 in 2012

 

Services:

  1. Wealth Management
  2. Financial Planning
  3. Investment Advisory
  4. Tax Planning
  5. Estate Planning
  6. Risk Management Planning
  7. Portfolio Revamp & Review
  8. Investment Planning
  9. Retirement Planning
  10. Money Management Coaching

 

Holistic Investment Planners has been proven to be successful for both Resident Individuals and NRI clients.

 

Next Steps

We are offering you a free consultation session with our Chief Financial Planner for 30 Minutes as a token of appreciation for taking time to read about us. 

To fix up a time for this Complimentary Consultation,

you can just fill up the 30-Minute Discussion Registration Form.



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