SERVICES · MONEY MANAGEMENT

Money management coaching, built around your requirement

Clients need assistance in different aspects of money management. Rather than sell a fixed programme, we create a customized package based on what you actually need help with.

Coaching, not a product pitch.

Book your slot now

Customized package
Eight coached topics
Not an exhaustive list

WHAT WE COACH

A few aspects we have already coached clients on

Pick the ones that apply to you. The package is assembled from what you choose.

Getting out of debt

How to get out of debt — and, harder, how to stay out of it.

A workable budget

How to create a budget that gives you both money and a life.

Setting priorities

How to set priorities and let them guide your financial decisions.

Financing big purchases

The savviest ways to finance a home or an education.

Cutting leakage

Tactics for eliminating waste while you save and invest.

Good spending habits

How to develop spending habits that hold up over years, not weeks.

Financial fitness

How to get on the road to financial fitness and stay on it.

Successful investing

The principles and techniques behind investing that actually works.

PERSONALIZED

The list above is not exhaustive

These are simply the topics clients have brought to us most often. If your question isn’t here, it can still be coached — the package is personalized to it.

Every individual has a unique financial situation. We keep that in mind and shape the assistance around it rather than around a syllabus.

WHERE IT MAKES EASIER

Decisions that stop feeling like guesses

Our coaching services help clients take decisions on wealth management, money management, personal wealth management and investment planning far more easily.

Wealth Management

Wealth Roadmap

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.

Start your Wealth Check

PHONE

+91-44-4203 0722

ramalingam@holisticinvestment.in
rajan@holisticinvestment.in

OFFICE

Old No 60/3, New No 26, Burkit Road,
T. Nagar, Chennai – 600017, India