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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.

How to create an Integrated Investment Portfolio?

September 28, 2017 by Ramalingam K

It needs a perfect recipe for a dish to taste good and the best cut will give the suit the right fit. It is no different for investments, the correct mix of investment options goes on to create the coveted portfolio which optimizes returns and minimizes risk. For investors, it might sound like a fairy-tale […]

Filed Under: Personal Finance

How to Set and Achieve Financial Goals Using A Financial Goal Work-sheet?

September 25, 2017 by Ramalingam K

Dreaming to be an affluent without financial goals is like climbing the tree without any reason. So you are planning to clear your home loan, you are setting aside a part of your income, and you have decided to spend less on restaurants and movies. Good that you are doing or planning to do these […]

Filed Under: Personal Finance

A step by step guide to create your Roadmap to Financial Freedom

September 25, 2017 by Ramalingam K

The essence of the word freedom is perhaps best understood by those who have been in bondage. Ask our freedom fighters, ask Nelson Mandela and all those who have been restrained against their will; they will emphatically iterate that freedom is liberating. The inherent quality of freedom or independence is such that it detoxifies- it […]

Filed Under: Personal Finance

Are you aware of these 4 improbable claims often made to investors?

September 25, 2017 by Ramalingam K

Buyers Beware “The buyer needs a hundred eyes, the seller but one”. This proverb cannot be over emphasized as a buyer needs to be on his guard whenever he or she choses to make a purchase of goods or services. Investors to be Aware Financial Planners are here to provide professional assistance to investors, whereby […]

Filed Under: Personal Finance

How healthy your personal finance management is?

September 25, 2017 by Ramalingam K

Like how we take care of our physical health through periodic check-ups, inspecting the financial health from time to time is very important. We tend to look at what we eat, how we keep our lifestyle in order to have a healthy life. In the same way, having a disciplined way of managing your portfolio […]

Filed Under: Personal Finance

Everything you wanted to know about PAN Card for NRIs

September 6, 2017 by Ramalingam K

Pan card for NRI PAN Card is required by an NRI if that NRI has got a taxable income in India. According to the new, rule of SEBI, any NRI not having PAN card cannot do the share trading by depository or broker. PAN Card is also mandatory for an NRI if the NRI would […]

Filed Under: Personal Finance

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