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Finholistic

  • Financial Planning with a Holistic Perspective

    Empowering individuals through financial literacy. Learn the fundamentals of planning, disciplined investing, and building long-term wealth.

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    Finholistic Investment Advisor

About Finholistic

About Finholistic

Finholistic is a personal finance initiative founded by Naveenkumar K. The objective is to help individuals simplify financial decision-making and build long-term wealth through planning, education, and disciplined investing.

✓ Strategize

✓ Unify

✓ Build

✓ Empower

Finholistic Founder Naveenkumar Krishnamoorthy Photo
Finholistic Founder Naveenkumar Krishnamoorthy Photo

Meet the Founder
​Naveenkumar K., MBA (Finance)., NISM X-A & X-B.,

Naveenkumar is an PAIA (person associated with investment advice) with over 7+ years of experience in financial planning and wealth management. He holds an MBA in Finance and has completed the NISM Investment Adviser X-A & X-B.

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MBA (Finance)

7+ Years Experience

NISM X-A & X-B

Vision

To help individuals achieve financial clarity and confidence through holistic financial planning.

Mission

To simplify financial decision-making and empower individuals to make informed choices about their money and investments.

Philosophy

✓Goal-based planning
✓ Long-term investing
✓ Evidence-based decision making
✓ Low-cost investment approach
✓ Focus on behaviour over predictions

Services offered by us...

At Finholistic, we believe financial success is built through clarity, discipline, and a holistic approach to managing money, investments, and life goals.

Financial planning

Tailored strategies to secure your financial future and achieve your long-term financial goals.

Tax Planning

Comprehensive tax planning for your current portfolio and upcoming income

Retirement Planning

Comprehensive retirement planning designed to align your future income needs with your long-term goals.


Investment Management

Portfolio construction, monitoring, and rebalancing based on your financial goals and risk profile.

Excited to connect with you!

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