ABOUT US · CHENNAI, INDIA · SINCE 2000

How to achieve your wealth milestone one by one

Holistic Financial Investment Private Limited works with senior executives and NRIs as wealth managers and investment brokers — helping you identify your milestones, build strategic investment plans for creating, preserving and managing wealth and reach each one in turn.

Book a Wealth Check What makes us different

AMFI-registered · ARN 4188
25+ years of practice
Executives & NRIs

Since 2000

Year established —working one-on-one with successful senior corporate executives and NRIs

500+

Articles published in Rediff.com, Nanayam Vikatan and trade journals

360°

Wealth management approach —preserve, manage and transfer wealth

10

Specialties from mutual fund roadmaps to estate and money management coaching

THE FOUNDERS

Two certified financial and investment professionals, one continuous relationship

Mr Ramalingam K

MBA, CFP · CO-FOUNDER

Creator and architect of the 3-Dimensional Holistic Investment Approach. He has coached hundreds of clients on developing implementing their financial and investment plans.

Alongside his wealth management work he has written more than 500 articles, published in Rediff.com, Nanayam Vikatan and trade journals.

ramalingam@holisticinvestment.in

Mr Rajan T

B.COM, CFP · CO-FOUNDER

26 years of experience as a financial and investment professional, with exemplary commitments to his clients and an excellent long-term relationship with each of them.

He offers realistic, positive financial counselling to investors to carrying complex issues in their portfolios, and has written articles and answered readers’ questions in Nanayam Vikatan.

rajan@holisticinvestment.in

Who we are

Holistic financial service private limited are wealth managers and investment brokers to senior corporate executives and NRIs. We help our clients identify their wealth milestones, develop strategic investment plans for creating, preserving and managing wealth, and achieve results in their wealth management.

Our clients make significant improvements through a unique, customized wealth management approach that enables them to take the right financial and investment decisions.

What we do

Our 360-degree wealth management approach, we give clients the strategies needed to preserve, manage and transfer their wealth.

The customized approach helps them avoid costly mistakes, manage risk, save time and improve their overall results.

Our one-of-a-kind, process-oriented investment broking service puts the process first and the products next.

WHAT MAKES US DIFFERENT

Unbiased, authentic advice — and the time to explain it

A need-based and principle-centered wealth management process, refined through one-on-one work with successful senior corporate executives and NRIs since 2000.

Unbiased, authentic advice

Our need-based and principle-centered wealth management process means the recommendation follows your requirement — never the other way round.

Two decades of specialized expertise

Clients benefit from the expertise we have developed working one-on-one with successful senior corporate executives and NRIs since 2000.

A clear picture of where you stand

Where you are currently, where you have to go, and how to get there — stated plainly, so every decision has a reference point.

We demystify, not mystify

We spend more time with clients busting myths and clarifying doubts, raising their own awareness of the financial products they own.

CREDENTIALS

We are well certified

Registered, certified and accountable — the credentials behind every plan we put in front of you.

Association of Mutual Funds of India

Registered Mutual Fund Distributor
ARN: 4188

CFP Certification

Both founders are CFP-certified practitioners

Association of PMS

Member of the Association of Portfolio Managers

HOW WE CAN HELP YOU

Five things we take off your plate

Create and preserve long-term wealth

Create, preserve and manage long-term wealth, and achieve your goals and objectives.

Get the protection right

Determine the type and amount of insurance you need to protect yourself, your family and your assets.

Avoid costly mistakes

Manage risk, save time and improve your overall financial and investment results.

Navigate retirement options

Go through the maze of retirement options and get on course for the retirement you have always dreamed of.

Pass assets on efficiently

Improve the efficiency with which assets pass on to your loved ones in the event of death.

Not sure where you stand?

Start with a no-cost initial guidance call — we will map your current position before recommending anything.

Book your initial guidance call →

SPECIALITIES

Ten areas we work in every day

Wealth Management

Mutual Fund Roadmap

Asset Allocation

Tax Planning

Estate Planning

Risk Management Planning

Portfolio Revamp & Review

Investment Planning

Retirement Planning

Money Management Coaching

HONORS AND AWARDS

Recognized by the industry we work in

CNBC TN18 · SOUTH INDIA

Best Performing Financial Advisor Award

Awarded for South India by CNBC TV18. The short-listing process for this award is powered by the rating agency ICRA.

CAFE MUTUAL SANJEEVINI AWARDS · 5 MARCH 2025

Impactful MFD Award 2025

Recognizing our commitment to delivering exceptional investment guidance and wealth management solutions, and our dedication to client-centric service and long-term value creation.

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.

Start your Wealth Check

PHONE

+91-44-4203 0722

ramalingam@holisticinvestment.in
rajan@holisticinvestment.in

OFFICE

Old No 60/3, New No 26, Burkit Road,
T. Nagar, Chennai – 600017, India