WEALTH CHECK · 30 MINUTES AT NO COST

See where you stand, and what your next wealth milestone really needs

A 30-minute Wealth Check with one of our experts — over phone, video, or in person in Chennai. You leave knowing your position, the gap to your next milestone, and the package that fits.

No cost. No obligation. No product pitch.

Who you’ll speak to

  • Since 2000

  • CFP-certified founders

  • Mon–Sat, 9.30 am – 6.30 pm

WHAT THE 30 MINUTES COVERS

  • Where you stand today — income, surplus, and what you already hold

  • The gap between that and your next milestone — ₹1 Cr, ₹5 Cr, ₹10 Cr

  • Which of our services fits you.

Phone · video · in person at our T. Nagar office

WHO YOU’LL SPEAK TO

Ramalingam K

CFP®, MBA · FOUNDER & CHIEF WEALTH MANAGER

Founder of Holistic Financial Services Private Limited, working one-on-one with senior corporate executives and NRIs since 2000.

A Certified Financial Professional and an MBA, he leads the wealth management practice and takes the Wealth Check calls himself.

Quoted across twelve national mastheads — in English and Tamil — on mutual funds, retirement, insurance, tax and NRI investing.

Under his practice the firm won South India’s Best Performing Advisor Award from CNBC TV18, judged by ICRA.

25 years in practice

CFP® certified

CNBC TV18 award

AMFI ARN 4188

CLIENT VOICES

What people say after the first call

“As an NRI I had money scattered across three countries and no single view of it. They asked better questions in one call than my bank had in six years, and nobody tried to sell me a policy.”

MARINE ENGINEER, NRI · SINGAPORE

“I went in expecting a sales pitch and got a spreadsheet instead. Thirty minutes in, I understood for the first time how far my SIPs actually were from the corpus I had in mind — and what to change.”

SENIOR IT PROGRAMME MANAGER · CHENNAI

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