Ramalingam Kalirajan
Ramalingam Kalirajan
     

Ramalingam Kalirajan 's Profile

Ramalingam is the Founder and Director of Holistic Investment Planners Private Limited (WEBSITE - https://www.holisticinvestment.in/). As the creator and architect of the 3-Dimensional Holistic Investment Approach, he has advised hundreds of clients including affluent business owners, corporate executives, medical professionals and NRIs on the development and implementation of financial and investment plan. You can reach Ramalingam by phone @9144-42030722 or through email at [email protected]
Member Since: 01 Dec 2017
Total Posts: 242
Qualification: MBA
Location: Chennai, Tamil Nadu, IN
Company: Holistic Investment Planners Private Limited
Designation: Director - Holistic Investment Planners Private Limited
Website:

Education

Ramalingam has a Postgraduate Degree in Management from the University of Madras and also has a CFP certification from FPSB of India.

Job Experience

Holistic Investment Planners has proved to be successful for both Resident Individuals and NRI clients. In addition to his consulting work, Ramalingam has written more than 50 articles which have appeared in REDIFF.COM, Nanayam Vikatan and other Professional Trade Journals. AWARD - Best Performing Financial Advisor Award South India Winners from CNBC TV18 in 2012

Job Skills

SERVICES: Wealth Management Financial Planning Investment Advisory Tax Planning Estate Planning Risk Management Planning Portfolio Revamp & Review Investment Planning Retirement Planning Money Management Coaching

Ramalingam Kalirajan 's Posts

1. 10 Things you may not know about PPF
11,229 Views | 1 comment | Published: 27 Jan 2020 | Posted Under: Finance |
2. 10 Common Mistakes People make when filing Income Tax Returns
21,996 Views | 7 comments | Published: 20 Jan 2020 | Posted Under: Income Tax | ,
3. All you wanted to know about Tax Exemption on HRA
12,951 Views | 1 comment | Published: 12 Jan 2020 | Posted Under: Income Tax |
4. A new way to do tax planning and why hardly anyone “gets it”
9,180 Views | 0 comment | Published: 12 Jan 2020 | Posted Under: Income Tax |
5. Everything You Want to Know About Pan Card for NRI’S
20,968 Views | 15 comments | Published: 11 Jan 2020 | Posted Under: Income Tax |
6. What investors needs to know about Capital Gains Account Scheme?
11,250 Views | 9 comments | Published: 09 Jan 2020 | Posted Under: Income Tax |
7. How NRIs can avoid Double Taxation?
6,615 Views | 0 comment | Published: 02 Jan 2020 | Posted Under: Income Tax |
8. A Perfect Guide for Returning NRIs on Tax Implications
8,988 Views | 0 comment | Published: 24 Dec 2019 | Posted Under: Income Tax |
9. How to save more tax by Creating a HUF?
5,433 Views | 1 comment | Published: 18 Dec 2019 | Posted Under: Income Tax |
10. Four Less-Known Facts of Tax Deduction on Home Loan
7,533 Views | 3 comments | Published: 13 Dec 2019 | Posted Under: Income Tax |
11. How a Financial Planner can make you a successful investor?
957 Views | 0 comment | Published: 02 Jul 2019 | Posted Under: Finance |
12. 5 Things to Know About Term Insurance
1,395 Views | 0 comment | Published: 24 Jan 2019 | Posted Under: Finance |
13. A Wake Up Call for All Young Investors!
996 Views | 0 comment | Published: 24 Jan 2019 | Posted Under: Finance |
14. 4 reasons: Why financial planning NOT only for rich people
1,620 Views | 2 comments | Published: 11 Jan 2019 | Posted Under: Finance |
15. Pre-Retirement checklist: 5 questions to consider
1,206 Views | 0 comment | Published: 29 Dec 2018 | Posted Under: Finance |
16. Why planning well in advance for your retirement matters?
1,998 Views | 0 comment | Published: 10 Nov 2018 | Posted Under: Finance |
18. When should I start planning for retirement?
1,326 Views | 0 comment | Published: 20 Sep 2018 | Posted Under: Finance |
19. Here’s what to do in a volatile stock market
1,296 Views | 0 comment | Published: 19 Sep 2018 | Posted Under: Finance |
20. 3 crucial factors that make your well-written financial plan successful
1,269 Views | 0 comment | Published: 03 Sep 2018 | Posted Under: Finance |
21. Are you investing in the best Performing Mutual Fund?
1,809 Views | 1 comment | Published: 24 Aug 2018 | Posted Under: Finance |
22. Now You Can Transfer Funds from NRO to NRE a/c.
140,064 Views | 28 comments | Published: 27 Mar 2018 | Posted Under: Finance |
23. What every NRI needs to know about NRI demat account?
1,479 Views | 0 comment | Published: 18 Mar 2018 | Posted Under: Finance |
24. Stop Chasing Past Mutual Fund Returns
4,860 Views | 2 comments | Published: 16 Mar 2018 | Posted Under: Finance |
25. Investing in Mutual Fund through Power of Attorney
1,947 Views | 0 comment | Published: 10 Mar 2018 | Posted Under: Finance |
26. 7 Effective ways to Save on your Car Insurance Premium
2,139 Views | 0 comment | Published: 20 Feb 2018 | Posted Under: Finance |
27. Can I invest directly in stock market or invest through mutual funds?
2,784 Views | 0 comment | Published: 15 Feb 2018 | Posted Under: Finance |
28. How to Cultivate Right Mindset to be a Successful Investor?
1,104 Views | 0 comment | Published: 14 Feb 2018 | Posted Under: Finance |
29. The First Step to Financial Success / ABC of Financial Success
1,572 Views | 0 comment | Published: 10 Feb 2018 | Posted Under: Finance |
30. 3 Simple Financial Tasks but looking very harder from outside
3,420 Views | 0 comment | Published: 10 Feb 2018 | Posted Under: Finance |
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