WEALTH CHECK · 30 MINUTES AT NO COST

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Before you commit to anything, we would rather you saw how we work. Take a 30-minute call and one of our founders will look at where you stand today and tell you plainly what needs attention first.

No cost. No obligation. No product pitch.

Who you’ll speak to

  • Phone, video or in person

  • Mon–Sat, 9.30 am – 6.30 pm

  • Since 2000

WHO YOU’LL SPEAK TO

A founder takes the call, not a sales desk

Ramalingam is a CFP® certificant and Chief Wealth Manager at Holistic Financial Services Private Limited, which he co-founded in 2000. He has spent 25 years working one-on-one with senior corporate executives, business owners and NRIs.

He writes on mutual funds, retirement and tax for twelve national mastheads in English and Tamil, and comments on CNBC TV18 — the channel that, judged by ICRA, named the firm Best Performing Advisor in South India.

25 years in practice

CFP® certified

CNBC TV18 award

AMFI ARN 4188

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