OUR IDEAL CLIENTS

We don’t work with everyone, and there’s a reason for that

Each of our clients is unique. We appreciate them, and we seek only the best-matched individuals and families for our services — which is how we build a deeper relationship with each one.

Ours is a boutique service model built around your specific needs and concerns, so we work only with clients we can genuinely serve best.

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THE CLIENT PROFILE

Eleven things that are true of the people we serve best

Are focused on building personal wealth

Want comprehensive financial advice

Appreciate our long-term view of investing

Rely on us to guide them in creating a financial plan

Want us to manage their investment asset allocation

Appreciate the value we provide and willingly pay for it

Trust that we will communicate important market issues

Don’t have to worry about the financial markets

Trust that we have selected appropriate financial strategies

Need help with financial decisions and an advisor they can trust

Enthusiastically refer other clients to us

DEMOGRAPHIC QUALITIES

Who they typically are

HNW

Senior corporate executives and NRIs.

35+

The age from which our planning work tends to fit.

₹15L+

Annual income, as a general guide.

₹25L

Investible assets held at the point of engaging us.

We are able to take on clients outside this range, depending on their unique situation.

WHAT MATTERS TO THEM

The issues that are important in their lives

Spending time with family and friends

Leaving a legacy for the next generation

Devoting time to family vacations and downtime

A meaningful, productive retirement

Maintaining their academic interests

IN THEIR WORDS

Our clients like working with us because

We save them time

We are accessible

We are responsive

We have expertise

We have earned their trust

We take a comprehensive approach and cover the client’s entire financial picture

PROFESSIONS

Where our clients tend to work

ITES

Marine services

Medical services

Top-level corporate executives

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