RESULT-ORIENTED WEALTH RAODMAP
360° Wealth Roadmap
Can we help you achieve 100% of your wealth goals? We don’t know yet — so let’s handle that first.
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Service fee ₹5,000
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Seven services included
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CNBC TV18 award winner, 2012
THE GOALS
You have one or more of these wealth goals but aren’t hitting them
You want to shift from “working for money” to “money works for me”
You want more profitable investment assets
You want to increase the real returns — post inflation and post tax — from each asset class
You want to automate more of your savings, investments and wealth accumulation
You want more passive income from your portfolio in future, because you desire wealth independence
Do you identify with any of the wealth issues or goals above?
WHY IT FITS
Why the 360° Wealth Roadmap at Holisticinvestment.in is right for you
You will be happy with the way you manage your wealth priorities
You will take control of your wealth and unlock the doors to lasting financial security
You will manage your money and wealth properly
You will have your wealth goals written in black and white
You will know the right amount of wealth you need to build
You will protect your assets well
You will make investments in conjunction with your life events — children’s marriage, children’s higher education, the dream house, car or vacation, and retirement
You will make investments in conjunction with your life events — children’s marriage, children’s higher education, the dream house, car or vacation, and retirement
WHY IT FITS
Seven services in the 360° Wealth Roadmap
A 360° wealth roadmap for you and your family, built to secure your wealth dreams.
01
Wealth Road Map Creation
02
Risk Management Plan
03
Existing Wealth Allocation Revamp
04
Fresh Wealth Allocation Plan
05
Tax Plan
06
Wealth Roadmap Review
07
Wealth Building Execution — progress tracking
All 7
included in one 360° Wealth Roadmap
Ready to begin?
360° WEALTH ROADMAP SERVICE
Wealth building is a continuous process
With Holisticinvestment.in you get a customized, flexible wealth roadmap that helps you improve every aspect of your money life.
We won South India’s Best Performing Advisor Award from CNBC TV18 in 2012 — the result of strong, continuous ethical practice and trustworthiness.
SERVICE FEE
₹5,000
Our 360° Wealth Roadmap service fee, covering all seven services.
Questions first? Call +91-44-4203-0722