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Ramalingam K

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Ramalingam K

Financial Advisor

holisticinvestment.in

Ramalingam K is a member of:

Important Career Decision

Earlier I used to work for an investment broking company.They work based on targets they've taken from various companies(accepting company deposits/MF companies).So as an employee I'm forced to sell the schemes for which they've taken a huge target.
I was not able to do justice to clients.Irrespective of clients` needs,I've to recommend schemes for which my earlier company had targets. There is no advisory part happening.
Also investors have the habit of doing investments thru different brokers.Say for insurance, there will be an insurance broker, for MFs the investors will have a diff broker & for a stock broking a/c they've diff broker.So no one except himself knows the complete picture of client.
If I need to do only investment advisory then that will not be complete&comprehensive.That's why precisely I've set up holisticinvestment.in as a financial planning & wealth management firm where we'll get to know the big picture of client &will be able to come out with end to end solution

Challenges in profession

Getting unbiased advice

Family Background

I came from a business family. My father and all my brothers are into business in my native place. I am the only person in my family who have come out of the family business and started my business in a metro.

Essential qualities

Patience, long term thinking, ethical way of selling or convincing clients; being customer centric.

Advice for followers

dont focus on your targets. focus on client needs.

Achievements

Our company has received Best Financial Advisor Award from CNBC TV 18 for Best financial advisor in south India for 2012

Career Expectation

World class service providers in the financial planning services.

Recommending References

7 habits of highly successful people by stephen covey

Outlook about option to start career again

I will focus more on the client education