Asset Allocation Plan
Financial security tomorrow requires that you make profitable investment decisions…
Retirement Roadmap
Financial security is the essence of a happy retired life. Planning for a content retired ….
Insightful Webinar (Free)
A Personal Finance Webinar on “Mastering Rational Investing :
5 Successful Strategies”
Our Articles

Kotak Wealth Optima Plan-ULIP Review (2022): Is it Good or Bad?

A Workable Financial Planning Guide For 35 – 45-year-olds

Kotak Platinum Plan-ULIP Review (2022): Is it worth investing in?

Kotak Single Invest Advantage Plan: An Elaborate & Insightful Review

ICICI Pru Guaranteed Income For Tomorrow Review [2022]: Worth Buying Or Not?
What Our Other Clients Have Said About Us
Subject knowledge and the transparency with which Holistic Investment Planners operate is my favorite part of work. Before my association with them, I had a nil investment and I have Continue Reading
Holistic Investment Planners’ is worth the money I paid. Now I have a planned and systematic approach for my retirement. They are reviewing my portfolio at regular interval and we Continue Reading
The truth now is that there is a greater sense of financial security in my life. I have been taking the services of Holistic for the past many years. It Continue Reading
Our Ideal Clients

At Holisticinvestment.in we realize that each of our client is unique. We appreciate our clients and seek only the best matched individuals and families for our services.
As a result we strive to develop a deeper relationship with our clients. We don’t work with everyone for a reason We have a boutique service model where we address your unique needs and concerns.
Because of this we seek to work only with clients who we can serve best and who fall into certain psychological and demographic characteristics.