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WholeLife is a Mutual Fund Distribution firm with an extremely strong focus on client relationship. The team at WholeLife has 20 years of proven track record in Mutual Fund Industry domain and brings with it strong research capabilities keeping in mind the regulatory framework and the volatility in the investment climate.
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At Wholelife Financial Services, we don’t just offer financial service—
we build lasting relationships to guide you at every stage of your financial journey.
Wealth creation is crucial for financial security and independence, and anyone—affluent or disadvantaged—can achieve it through smart investing.
Life throws challenges at us all the time. One way to ensure that you always come out on top is to opt for some good insurance policies…
Goal-based investing strategically aligns investment choices with specific financial objectives, such as retirement, education or buying a house. By assessing timeframes and risk tolerance, investors can customize their portfolios to effectively pursue these goals.
With so many different options, investing with us is simpler and more straight forward than ever before.
Thanks to WHOLE LIFE team of experts who introduced me to mutual funds. It is really refreshing to work with you who is truly concerned about their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking, and your common sense approach. Your ideas, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible. And good luck your entire team
Wholelife Fin is one of the best in this industry. I thank your excellent ideas. I have tried other websites but none reach the quality of information. A good job is done. I am using it for several years and refer many of my colleagues. Keep up the good work. Thanks to Wholelife entire team.
First of all, I want to thank WHOLELIFE for helping me to evince interest in mutual funds and thereby habituating me into SIPs which in turn inculcated discipline. My journey with this wonderful team for past 10+ yrs has given me great satisfaction and security for my future. Wholelife, I can rate your trust best in the class.
My association with the esteemed members of Whole Life Fin dates back to the time Whole Life Fin was not even established. The bond has been very strong due to the confidence instilled in me by their faultless ideas in this unpredictable industry. Hats off to each one of you, especially Mr. Shanthi raj, for the excellent service provided. Keep up the good work.
Mr. Shanthi raj, Mr. Silvaraj and the other efficient comrades of Whole Life Fin have been like a lighthouse in the choppy turbulent financial ocean of uncertainties, help me from time to time and providing proper services. Whenever I have any issues regarding any matters they are always there to show me the way. Mere words of gratitude seem meaningless for their sincerity & the high levels of service provided by them. Kudos to you mates. Regards
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
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