SERVICES · WEALTH MANAGEMENT
Is wealth management at Holistic right for you?
Answer the following seven questions and discover for yourself. Every “no” is precisely an issue we focus on in our wealth management process.
Seven questions
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01
Is your investment portfolio consistent with your chosen risk exposure?
02
Is your portfolio diversified as broadly as possible, both within and across asset classes?
03
Is your investment portfolio tax aware, with a focus on post-tax returns rather than pre-tax returns?
04
Do you know the key determinant of the variation in investment portfolio returns?
05
Do you review your asset allocation and rebalance it on a defined schedule?
06
Do you believe it is impossible to time the market?
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Do you think your portfolio decisions should not be based on broker or analyst reports, sector analysis, the financial media, market newsletters or economic forecasters?
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Have you planned your investments and estate?
09
Are you making investments in conjunction with life events such as getting married, raising a family, buying a house, planning for your children’s future, ageing parents and retirement?
YOUR RESULT
Answer the seven questions above
Your result appears here as you go. There are no wrong answers — the point is to see which parts of your portfolio are already under control and which are not.
Where you stand
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answers of “no” out of nine — each one is a gap a financial plan closes.
0 of 9 answered
E-BOOK
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The goal-setting workbook we use with clients — yours to download.
Client login
Existing clients can review their portfolio and plan progress.
OUR WEALTH MANAGEMENT PROCESS
What it takes to survive and thrive in any market
Dealing with wealth management issues is difficult while juggling work, family life and other concerns — which is why you seek a professional wealth manager. Our process puts you in a better position to take wealth decisions.
Risk-consistent portfolios
Your investment portfolio built to be consistent with the risk exposure you actually chose.
Diversification that holds
Diversified as broadly as possible, both within asset classes and across them.
Post-tax, not pre-tax
A tax-aware portfolio, judged on post-tax returns rather than headline pre-tax numbers.
Evidence over noise
Decisions driven by the key determinants of return variation — not broker reports, sector calls, financial media or forecasters.
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
+91-44-4203 0722
ramalingam@holisticinvestment.in
rajan@holisticinvestment.in
OFFICE
Old No 60/3, New No 26, Burkit Road,
T. Nagar, Chennai – 600017, India