THE ULTIMATE FINANCIAL-LIFE BLUEPRINT
Comprehensive Financial Roadmap
You’re here because you’re curious about a result-oriented financial plan. You have questions — and you shouldn’t hire anyone before those questions are answered.
Can we help you achieve 100% of your financial goals? Let’s work that out first.
THE ISSUES
You’re facing one or more of these in your financial life
A lack of expert information you can fully trust
You or your family lack the knowledge to implement what you already know
You don’t know which action items to priorities
You know the value of a financial plan but don’t know where to begin
You’ve reached a ceiling and need help scaling your portfolio
THE GOALS
You have these goals — but aren’t hitting them
Shift from working for money to money working for you
More profitable investments
Higher real returns — post inflation and post tax — from each investment
Automate more of your savings, investments and wealth accumulation
More passive income from your portfolio, because you want financial freedom
Do you identify with any of the issues or goals above?
The Comprehensive Financial Plan is the one resource you need to turn your savings into a thriving, automated, revenue-generating machine.
FIT
Who this plan is for — and who it isn’t
This is for you if…
You want to increase profits through adequate savings, right investing and efficient tax planning.
You want to implement a proven 7-step strategy for taking your portfolio to newer heights, steadily and sustainably.
You want access to the most cutting-edge strategies and tactics working today and into the future.
You’re driven, you believe knowledge is power, and you know taking action is what gets results.
This is not for you if…
You’re looking for a new investment opportunity every day and want to get rich as quickly as possible. That mindset doesn’t work.
You expect instant results simply because you signed up, without taking real action.
WHAT YOU GET
Four services in the complete and comprehensive plan
01
Financial Planning Service
Complete and comprehensive financial planning for you and your family, to secure your financial dreams — seven steps in all:
Financial roadmap creation
Risk management plan
Existing asset allocation revamp
Fresh asset allocation plan
Tax plan
Financial plan review
Financial plan execution — progress tracking
02
Retirement Plan
Secures your financial life after you stop earning, so your dreams survive the loss of a salary.
03
Children’s Education Plan
Between work and life it’s hard to plan your own future, let alone your children’s. This takes that weight off you.
04
Wealth Management
What it takes to survive and thrive in any market — and a better position from which to take wealth decisions.
OUTCOMES
What changes once the plan is in place
Priorities you’re happy with
You take control of your financial future and manage your money properly.
Goals in black and white
Written down, with the right amount of wealth you need to build attached to each.
Assets properly protected
Insurance and reserves sized to what you actually need, not what sells.
Investments tied to life events
A wedding, higher education, the house, the car, the holiday, retirement.
Can our comprehensive financial plan help you? Every client’s goals are different, so the honest answer comes from our existing clients rather than from us.
HOW THIS COMPARES
Assembling this yourself
To find the same information and implementation plans elsewhere, you’d spend somewhere between ₹30,000 and ₹35,000 plus tax on an equivalent financial planning service.
And it would take years to bring it together, filter the good from the bad, and work out what to actually do with any of it.
THE OTHER COST
The cost of not doing this
Wondering whether you can afford the plan only looks at the cost of taking action. What is not taking action costing you every month — in lost profits, stress, and strained relationships?
To get excellent results you have to take outstanding actions. Merely good actions now produce poor results.
HONEST TRUST SIGNALS
What other financial planning service can you trust to actually deliver results? Rather than promises, here is what working with us really feels like:
You will be pushed out of your comfort zone.
You will not be satisfied at times.
Your significant other may wonder whether the planning matters more than the relationship.
COMPREHENSIVE FINANCIAL PLAN SERVICE
Financial planning is a continuous process
With Holistic Investment Planners you get a customized, flexible plan that improves every aspect of your financial life — not a document that sits in a drawer.
We won South India’s Best Performing Financial Advisor Award from CNBC TV18 in 2012 — the result of continuous ethical practice and trustworthiness.
SERVICE FEE
₹25,000
Pay an advance of just ₹12,500 to get started. The balance can be paid after four weeks.
Questions first? Call or WhatsApp +91 98407 64541 or book the free 30-minute consultation