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You are here: Home / Archives for Ramalingam K

Ramalingam K

Ramalingam K is a Certified Financial Planner and an MBA (Finance). He is the Founder and Director of Holistic Investment Planners, a firm that offers Financial Planning and Wealth Management Services. He can be reached at ramalingam [AT] holisticinvestment.in.

Investment Advisor Vs Financial Planner

February 5, 2012 by Ramalingam K

Although these terms are often used interchangeably, an investment advisor and a financial planner have similarities and vast differences.

Filed Under: Personal Finance

Financial Resolutions for 2012

February 5, 2012 by Ramalingam K

This is good time to review your financial scorecard for the last year and create an action plan for the new year.

Filed Under: Personal Finance

Have You Done Your Financial Spring Cleaning?

February 5, 2012 by Ramalingam K

Strong financial planning lies in addressing 4 important areas namely, risk management, wealth creation, wealth preservation and wealth transfer.

Filed Under: Personal Finance

How to Be Proactive on Your Potential Financial Problems?

February 5, 2012 by Ramalingam K

Here are few pointers to assist you in identifying the problems related to your spending and saving patterns and take proactive steps to resolve them.

Filed Under: Personal Finance

Principles of Wealth Creation

February 5, 2012 by Ramalingam K

Here are simple and straight forward wealth creation principles that are very authentic and profound.

Filed Under: Personal Finance

Are You Guilty Of Financial Infidelity With Your Partner?

February 5, 2012 by Ramalingam K

Financial infidelity not only ruins the financial position of families, but could also cause devastating relationship issues.

Filed Under: Personal Finance

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