RESULT-ORIENTED WEALTH RAODMAP
360° Wealth Roadmap
Before we can put a 360° roadmap to work for your family, your account needs to be set up — KYC, Investor ID, and platform access, all done at once. That’s the account opening step. Once it’s done, the ongoing 360° Wealth Roadmap process begins.
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Account opening fee, ₹5,000
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KYC, IIN & platform login for your whole family
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CNBC TV18 award winner, 2012
THE GOALS
You have one or more of these wealth goals but aren’t hitting them
You want to shift from “working for money” to “money works for me”
You want more profitable investment assets
You want to increase the real returns — post inflation and post tax — from each asset class
You want to automate more of your savings, investments and wealth accumulation
You want more passive income from your portfolio in future, because you desire wealth independence
Do you identify with any of the wealth issues or goals above?
WHY IT FITS
Why the 360° Wealth Roadmap at Holisticinvestment.in is right for you
This is what the ongoing 360° Wealth Roadmap relationship delivers, once your account is set up. It’s part of our process as your distributor — covered by the commission we receive on the investments you make through us, not by the account opening fee.
You will be happy with the way you manage your wealth priorities
You will take control of your wealth and unlock the doors to lasting financial security
You will manage your money and wealth properly
You will have your wealth goals written in black and white
You will know the right amount of wealth you need to build
You will protect your assets well
You will make investments in conjunction with your life events — children’s marriage, children’s higher education, the dream house, car or vacation, and retirement
You will make investments in conjunction with your life events — children’s marriage, children’s higher education, the dream house, car or vacation, and retirement
WHY IT FITS
Seven ongoing services in the 360° Wealth Roadmap
Once your account is open, these seven services make up the ongoing 360° Wealth Roadmap relationship — delivered as part of our process, funded by the commission we receive on your investments, not billed separately.
01
Wealth Road Map Creation
02
Risk Management Plan
03
Existing Wealth Allocation Revamp
04
Fresh Wealth Allocation Plan
05
Tax Plan
06
Wealth Roadmap Review
07
Wealth Building Execution — progress tracking
All 7
All seven, delivered as part of our ongoing work with you and your family.
Ready to begin?
360° WEALTH ROADMAP SERVICE
Wealth building is a continuous process
With Holisticinvestment.in, once your account is set up, you get a customized, flexible wealth roadmap that helps you improve every aspect of your money life — for you and your family.
We won South India’s Best Performing Advisor Award from CNBC TV18 in 2012 — the result of strong, continuous ethical practice and trustworthiness.
ACCOUNT OPENING FEE
₹5,000
A one-time account opening fee, covering KYC, Investor Identification Number (IIN) creation, and NSE NMF platform login — for you and every family member investing with us. It also sets up your access to the Holistic Money App for portfolio tracking. The seven 360° Wealth Roadmap services that follow are part of our ongoing process, compensated through commissions on your investments.
Questions first? Call +91-44-4203-0722
Ongoing portfolio monitoring, rebalancing guidance, and related advisory support are provided as part of our distribution process and are compensated through commissions received on investments made through us — not through this fee.