SERVICES · CHENNAI, INDIA
Take money decisions without the second-guessing
From a complete wealth roadmap to ongoing portfolio management — every engagement starts with your requirement, and the products come only after the process.
WHAT WE OFFER
Six ways we build and protect your wealth
Wealth Roadmap
A complete written roadmap that shows where you stand today, where you need to go, and the route between the two — milestones, cash flow, protection and investments in one document.
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Asset Allocation Plan
Security tomorrow requires profitable investment decisions today. We set the right mix across asset classes for your goals, horizon and risk appetite.
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Retirement Roadmap
Security is the essence of a happy retired life. We size the corpus you need, then build and monitor the plan that gets you there on time.
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Mutual Fund Blueprint
Move out of underperforming policies, idle deposits and legacy schemes into an optimized mutual fund portfolio — fund-by-fund switch recommendations, exit-load and tax sequencing, and a SIP structure mapped to each milestone.
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HNI Wealth Management
Premier portfolio solutions for larger balance sheets — PMS, AIF and SIF mandates alongside our flagship Starlight Portfolio, with manager selection, allocation oversight and tax-aware reviews.
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PMS
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AIF
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SIF
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Starlight Portfolio
NO COST
Insightful Webinar
Book your seat for the next upcoming webinar with an eminent investment expert — no cost, no obligation.
OUR PROCESS
From first conversation to executed portfolio
Whichever service you start with, the engagement follows the same four steps — a need-based, principle-centered sequence we’ve run with clients since 2000.
Step 01
Initial guidance call
A no-cost initial guidance call to understand your situation, concerns and what you want money to do for you.
Step 02
Where you stand
We map your current position — assets, liabilities, protection and existing products — and identify the gaps.
Step 03
The plan
A written strategy with an asset allocation, timelines and specific actions — explained until it’s genuinely clear.
Step 04
Review and revamp
Periodic portfolio reviews keep the plan aligned as markets, taxes and your own life change.
WHO IT’S FOR
Built for senior executives and NRIs
Our services suit people whose finances have become complex enough that decisions carry real consequences — and who would rather have an unbiased planner than a product seller.
Senior corporate executives
Multiple income streams, ESOPs and a shrinking amount of time to manage any of it.
NRIs
Investments and family commitments in India that need someone accountable on the ground.
Pre-retirees
Five to fifteen years out, wanting certainty about the corpus and the drawdown.
Cluttered portfolios
Too many policies and funds bought over the years, with no single strategy behind them.
QUESTIONS
Before you get in touch
Is the initial guidance call really at no cost?
Yes. The 30-minute initial guidance call carries no cost and no obligation to engage us afterwards.
Which service should I start with?
Most clients start with the Financial Roadmap — it establishes the full picture, and the other services plug into it as needed.
Can you work with me if I live abroad?
Yes — NRIs are a core part of our practice, and reviews and consultations run over video calls across time zones.
Do you sell products?
We are an AMFI-registered mutual fund distributor (ARN 4188). Our process-oriented broking puts the process first and the products next — the recommendation follows the requirement.
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.
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