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ReviewsReviews
Holistic Investment - Mutual Funs

Association with Holistic investment planners pvt ltd really helped us in organizing our savings and also for optimizing the returns generated from the portfolio. There was some mental stress regarding investment returns before working with holistic investment planners. But now a sense of better financial security has come in view of the organized investment planning. Congenial working style of Holistic personnel that helped in learning more about the nuances of investment opportunities. I would say to someone who is thinking of hiring Holistic Investment Planners as An organization with professional approach.

Sr. Process Engineer  Saudi Arabian Fertilizer Company (SAFCO), affiliate of SABIC, KSA 

I’ve been associated with Holistic since January 2017 and it’s been a pleasurable experience! While I was broadly aware of the various financial products available, Holistic really helped me understand the nuances involved, prepared a financial plan that takes care of all my needs as well as execute the same in a seamless manner. The knowledge base, coupled with their friendly, proactive and transparent approach makes them very trust-worthy.

While it would be too early to judge the financial performance of my investments, I do feel more financially secure. I would definitely recommend Holistic to my family and friends. Many thanks and best wishes to Holistic!

Company Secretary  Bangalore 

I have all the confidence that the financial plan created by Holistic Investment will help my family successfully navigate retirement planning and kids education. It would help my family to achieve the best results. I really love them for their fast responsiveness to my queries. I am impressed with their comprehensive financial plan, sound investment advice and good customer service.

Their service is real value for money because they made me understand wrong investments won't yield good returns. And they also made me realise Fixed deposit interest will give less returns than good SIP in equity funds in the long term. I could have easily settled for the lesser FD returns if I have not used their service.

Holistic Investment planners provides top notch quality services and offers the best value in personal financial planning. I am really impressed and satisfied with them.

Lead Business Analyst, Aadhick Solutions Inc,  New Jersy, USA 

I have had a very fruitful association with Holistic Investment Planners since 2011. Earlier, had been making investments with whatever little information was available, but made no worthwhile financial progress.  Fortunately, Coming into contact with Holistic Investment Planners, helped immensely in reorganizing and planning investments, setting up financial goals and bring in financial discipline in working towards achieving financial freedom. A financial plan in place and a long term methodology worked out, accompanied by yearly and half yearly reviews by the Planners has given mental peace, non botheration of the state of the markets and confidence in facing the future. It has been a pleasure interacting with the team of Holistic investment who are always accessible and ever ready to respond to your queries in an unbiased and professional manner with the interest of the client always at heart. I wish I had come into contact with them much earlier.

I would like to strongly recommend Holistic Investment Planners to anyone who is interested in bringing Financial Discipline and Growth in their lives.

Naval Veteran & Marine Consultant   Chennai  

I am an Engineering professional. Initially, I thought Personal finance advisor is required only for the people who has more money & more properties like stars & big shots. They only need financial advisor to manage their assets. After discussion with Holistic investment, then I realized, it is important for everyone (middle class/upper middle class), irrespective of profession or current financial status.

First impression the best impression. The way, the introduction given by them was wonderful, Because, what the client can expect, what are the benefits they can provide are very well explained in the first time itself. Even though it was lengthy session, it was worth.

Managing money is an art, always it is important to have someone who is good in that. After taking support from Holistic Investments, I got a clear picture on my financial status, where I am currently, where I have to go and how to go about it.

They are very good in customer support, especially, their professional way of setting up time and addressing the clarification points one to one is unique.

Overall, I suggest everyone should be well aware of their personal finance. Whether the personal is big or small. Definitely Holistic Investment are good in that. No doubt about it.

Engineering Professional  Chennai 

I am currently in my 5th year of association with Holistic Investment Planners". It has been an immensely fruitful association for me. Besides meeting my financial goals, what has been enchanting has been the ease of doing business with Holistic. Time is in immense short supply for people like us. The team at Holistic does everything possible to complete the transactions with the least amount of involvement from my side. The other aspect that has been special is the trust factor. Till date, I have not met anyone in the Holistic team in person and inspite of that I feel comfortable entrusting my entire portfolio with them. I also had a great yearly review last year. I look forward to my next one by which time I am sure that the suggestions I had provided would have been implemented. Thanks for everything

Senior Director, Philips.  Bangalore 

After I started working with Holistic investment planners, I have a clear picture of where I stand financially and what I should be doing If I want to achieve my financial goals.Without the advice of Holistic, my dreams would have been just that - dreams. I never thought I should be saving this much today to get there tomorrow.Before working with Holistic, I did not understand the returns of various investment products and I would not have put my money to optimal use.I would recommend anyone who is interested in savings to work with Holistic. With their sound knowledge and good support, investment plan becomes a breeze.Thank you Holistic investment planners for giving me directions.

Managing Director, First Title BPO  Chennai 

It has not dawned on me until I came across Holistic that one should always leave financial planning to the experts in the field.Since I started my career in 2001, I have been managing savings on my own in a conservative manner using well known “Fixed Deposits” with little satisfaction that my money is not keeping up with the pace of the economy. I didn’t dare entering the stock market on my own, because financial investing/ planning is not my background, besides I have a busy profession to attend to.

Holistic has done a very rigorous job in taking stock of my situation and coming up with a financial plan that is well balanced with various investment options. I find that they are experts at tracking the performance of funds they recommend and they know how and when to enter/exit the funds which is key to making money. They have educated me on various occasions and demystified certain myths which is very satiating. I feel more comfortable working with them compared to the financial planners I came across in the US.Their fee based approach is quite attractive which is regardless of net worth of the individual. I think they are the best option for NRIs managing money in India.

I have been associated with Holistic for a little over one year now and I am at ease regarding my financial planning. My only regret is, I was not associated with them since I began my career. I would have been a lot far ahead in chasing my financial dreams had I done so.

Senior Director, Research & Development  ADVANTEST AMERICA 

I have been using the services of Holistic Investment planners since Aug, 2014.Before choosing them, the only financial tool which I know is either Bank FD/RDs or LIC. I didnt know any other investment tool.But after choosing them, I understood how the investments only in bank FD/RDs will not make you wealthy. They helped me understood how the equity exposure to a portfolio will fetch higher returns.

The main part which I liked most in their process is that the investments are all goal oriented.With their solid understanding of my current financial position, they are able to prepare a financial plan and helped me achieve my goals without burden.Their team is very professional. The best part is that they are always reachable via phone/e-mail.I am really impressed with the way how things are happening after choosing Holistic Investment planners. Now, I am having a real peace of mind as everything is going as per plan and they are always there to take care of the plan.

I strongly recommend them to anyone who is really in need of a solid financial suggestion. I can bet , you will never regret the decision.

Software Engineer,Cisco Systems  Bangalore 

I've been working with Holistic Investment since 2011. I have always found Holistic Investment team very responsive and diligent, and they attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan.

I found it very easy to work with them, because the investments were linked to specific goals, and whenever I had a requirement for a certain amount for any reason, I always approach them, and they advise on which investment to withdraw/redeem from, and similarly, in case of a surplus, they recommend an appropriate plan for it.

The breakup between debt and equity has worked well, and I've never faced a situation where I am exiting from an equity investment at an inappropriate time due to an emergency. The short term requirements have been well managed through the debt investments.

Overall, Holistic Investment has been very co-operative and responsive to my needs, and I've had a very good association which I look forward to continue.

Operations Director - South Asia , Cochlear   Mumbai 

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