Ramalingam K

Holistic Investment

Certified Financial Planner

Service Location

Chennai

Professional Licenses

FPSB

#IN150014

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

10/15, Second Cross Street, Seethammal Extn., Teynampet, Chennai – 600 018

Website

https://www.holisticinvestment.in/

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Ramalingam K

Ramalingam (MBA, CFP), a Co-Founder of Holistic Investment, is renowned for his groundbreaking 3-Dimensional Holistic Investment Approach, which has transformed the financial and investment landscape. With an extensive portfolio of success stories, he has effectively guided and coached numerous clients in the strategic development and execution of their financial and investment plans.

In addition to his exceptional work in Financial Planning, Ramalingam has established himself as a prolific writer and thought leader in the field. His insightful contributions extend to over 500 articles, featured in prominent publications such as Rediff.com, Nanayam Vikatan, and various Professional Trade Journals. His commitment to empowering individuals with informed financial decisions and his capacity to simplify complex financial concepts has made him a trusted advisor and an influential voice in the industry. Ramalingam's dedication to holistic financial solutions has been instrumental in shaping the financial success of many.

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