FINANCIAL ROADMAP
Is the Financial Roadmap at Holistic right for you?
Answer the following nine questions. Every “no” is something we can help you think through in our Financial Roadmap.
Nine questions
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01
Are you happy in the way you manage your financial priorities?
02
Do you feel in control of how you are investing for your future?
03
Do you invest your savings regularly, in line with your goals?
04
Do you have your financial goals written in black and white?
05
Do you know what amount each of your goals is likely to need, adjusted for inflation?
06
Do you review your investments on a regular schedule?
07
Before investing for the long term, have you checked that you have an emergency reserve and your insurance cover in place?
08
Is there a clear investment approach linked to each of your goals?
09
Are your investments linked to life events such as getting married, raising a family, buying a house, your children’s future, ageing parents and retirement?
YOUR RESULT
Answer the nine questions above
Your result appears here as you go. There are no wrong answers — the point is to see which parts of your investing are already well set up and which are not.
This self-check is for education only. It is not a risk profile or personalised advice.
Where you stand
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answers of “no” out of nine — each one is something we can help you think through.
0 of 9 answered
E-BOOK
Get instant access to our e-book
The goal-setting workbook we use with clients — yours to download.
Client login
Existing clients can review their portfolio and goal progress.
WHAT WE FOCUS ON
If you answered “no” to any of these, that’s something we can help with
Investing for your goals is an ongoing process. With Holistic you get a flexible investment approach tailored to your goals and risk profile, and reviewed regularly.
Priorities and clarity
Clarity on your financial priorities, and how your investments serve them.
Goals in black and white
Written goals, each with a timeline and an inflation-adjusted target, so progress is measurable.
Investments in order
Nominations, KYC and bank details kept up to date across your mutual fund folios, so your investments stay in order and are easy for your family to access when needed.
Investing around life events
Marriage, raising a family, buying a house, children’s future, ageing parents, retirement.
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 98407 64541
ramalingam@holisticinvestment.in
rajan@holisticinvestment.in
OFFICE
Old No 60/3, New No 26, Burkit Road,
T. Nagar, Chennai – 600017, India