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Ramalingam

Ramalingam Kalirajan  |4647 Answers  |Ask -

Mutual Funds, Financial Planning Expert - Answered on May 20, 2024

Ramalingam Kalirajan has over 23 years of experience in mutual funds and financial planning.
He has an MBA in finance from the University of Madras and is a certified financial planner.
He is the director and chief financial planner at Holistic Investment, a Chennai-based firm that offers financial planning and wealth management advice.... more
Chandra Question by Chandra on May 20, 2024Hindi
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Thanks a lot sir, will try to consult you in person if possible, to understand the area of investment and the pocket size of the investment.

Ans: Welcome!
I appreciate your trust and willingness to connect.
Let's embark on this financial journey together.
You can reach me through my website mentioned below.
This platform has restrictions on sharing personal contact. Hope you understand.

Best Regards,
K. Ramalingam, MBA, CFP,
Chief Financial Planner,
www.holisticinvestment.in
DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Users are advised to pursue the information provided by the rediffGURU only as a source of information to be as a point of reference and to rely on their own judgement when making a decision.
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Ramalingam

Ramalingam Kalirajan  |4647 Answers  |Ask -

Mutual Funds, Financial Planning Expert - Answered on Apr 15, 2024

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I would like to take your advise on the names of funds to be invested in the categories mentioned by you and also periodic assessment of the progress and changes required. I am investing out of my PF interest which I get monthly. How will you help me? What will be the system? How periodically will you review and what frequency? Will you give any report on assessment? What will be your fees? As I am doing it for Son, I wish it will be a good amount I can gift him as a father.
Ans: You can check the details in my profile please. https://gurus.rediff.com/question/guru/ramalingam-kalirajan/137

Please search for "online financial planning & Retirement planning services with a Holistic Approach" in Google and then follow the below steps with the results.

Research: Start by researching reputable brokerage firms that offer mutual fund advisory services. Look for firms with a strong track record, experienced financial advisors, and a range of services tailored to your needs.

Consultation: Schedule a consultation with the brokerage firm to discuss your financial goals, risk tolerance, investment preferences, and other relevant factors. This initial meeting will help the advisor understand your needs and recommend suitable investment strategies.

Advisory Services: Once you've selected a brokerage firm, the advisor will work with you to develop a personalized mutual fund investment plan. They will recommend specific funds based on your financial objectives and provide ongoing guidance to help you navigate the market.

Regular Reviews: Schedule periodic reviews with your advisor to assess the performance of your mutual fund investments, review changes in your financial situation, and make any necessary adjustments to your investment strategy.


By following these steps, you can access the expertise of professional brokerages to assist you in financial planning and investment management.

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DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Investment in securities market are subject to market risks. Read all the related document carefully before investing. The securities quoted are for illustration only and are not recommendatory. Users are advised to pursue the information provided by the rediffGURU only as a source of information and as a point of reference and to rely on their own judgement when making a decision. RediffGURUS is an intermediary as per India's Information Technology Act.

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