20th Anniversary Offer

20^th Anniversary Offer

Hi,

On 5 July 2020, Holistic Investment Planners celebrate 20^th year Anniversary!

On this occasion, we are happy to offer a 20% Discount on our Comprehensive Financial Planning service.

To achieve your desired goals, you need to take smart financial decisions consistently which can be done with the help of our comprehensive financial plan. Our financial plan can help you

- Achieve all your Financial Goals
- Achieve Financial Freedom
- Secure your Financial Future
- Choose the best Investment Schemes
- Plan your Taxes well
- Lead a happy and fulfilling life without any stress.

As an individual or as a family head, you don’t have to worry if you are not sure whether you are ready to achieve your financial goals or not, or if you simply don’t know how to plan your personal finance to achieve your financial goals.

We are here to help you…

Take this sound financial step towards achieving your financial goals with an Attractive Offer on Financial Planning.

OFFER: 20% Off on Financial Planning Service

Important: This offer expires on 5^th July 2020

Usual Price: Rs. 25000 (Without Offer)

Offer Price: Rs. 20000 (20% Off) – Comprehensive Financial Planning Service

Save Rs.5000

Pay only the advance of just Rs.10,000 to get started

Enrol Now (Pay Rs.10,000)

RECENT ARTICLES

A Simple and Practical Step-by-Step Approach to Plan Your Children’s Marriage
Do you feel like it’s a huge task to get your child married? Do you feel stressed out now itself thinking of the marriage? Don’t worry! This blog will help you plan for your child’s marriage. You just have to follow the simple and practical steps given.
READ MORE ...

What Every Home Loan Taker Should Know About Home Loan Balance Transfer to Make the Best Use of It
Are you paying a high-interest rate on your home loan? Are you burdened with a heavy interest rate on your home loan? Do you feel you’ll not be able to pay off your home loan? Do you wish to transfer it to a lender offering a lower interest rate?
READ MORE ...

Discover 2 Practical Ways to Prepay Your Home Loan (With Customisable Excel Calculator)
Don’t you think owning a debt-free house, would make you feel much better? Would you like to get over with all the stress and burden? Owning a debt-free house is always a dream. To make that dream come true, you can try prepaying your home loan. You may have some questions in mind, like,
READ MORE ...

Have You Lost Your Job Because of the Corona Crisis? Discover How to Invest to Get a Regular Income for Two Years
If you have lost your job or if you are being paid less, you are not alone, there are many others like you. You would be undergoing a lot of financial stress and emotional trauma. There would be panic, pressure, and responsibilities
READ MORE ...

Franklin Closed 6 Debt Funds: How it impacts you? How to do a course-correction?
Franklin Templeton Closed 6 Debt Funds: What’s your impact? How to do a course-correction now? On 23-04-20 Franklin Templeton Mutual Fund announced the winding up of six of its debt funds. The six debt funds wound up are Franklin India Low Duration, Franklin India Dynamic Accrual,
READ MORE ...

VIEW MORE ARTICLES

REVIEWS

Navneet R

Holistic Investment Planners providing me with a comprehensive financial plan incorporating both my short-term & long-term goals. They are very responsive and easy access to my plans. I highly recommend…

Holistic Investment Planners providing me with a comprehensive financial plan incorporating both my short-term & long-term goals. They are very responsive and easy access to my plans. I highly recommend them to anyone considering managing their finances. Having the experts to deal with navigating the plethora of mutual fund schemes & portfolio management frees up a lot of my time and energy spent otherwise. If I didn't meet them, it would have involved a lot of effort to find the right investment strategies for me. I appreciate the financial articles that are well written and backed by data.

Read More

Navneet R Program Manager, Apple

Jagadesan. S

Though I had been employed overseas and saving considerably for nearly two decades, I did not have a clear idea of my future financial needs. Thanks to Holistic investment planners…

Though I had been employed overseas and saving considerably for nearly two decades, I did not have a clear idea of my future financial needs. Thanks to Holistic investment planners as they guided me with a clear financial plan, specific to my family situation. Now, I am a happily retired person and also more confident. Hand-holding approach during and after implementation of the plan indeed appreciable. The financial plan included current position, future needs, investing ideas to meet specific goals, legal compliance etc., The plan helped me to have exposure to different types of assets and at the same time to a well-balanced risk and reward portfolio. I wish the Holistic team all the best in their future endeavors.

Read More

Jagadesan. S Trivandrum-Kerala.

Hari Buddhiraju

It has been a wonderful and satisfying journey working with Holistic Investment since Mar 2014. Being a late starter on the journey of Financial Planning, it was satisfying to see…

It has been a wonderful and satisfying journey working with Holistic Investment since Mar 2014. Being a late starter on the journey of Financial Planning, it was satisfying to see the inquisitive approach of Holistic. The whole process of interaction and probing questions lead to identifying goals and then creating the plan was very satisfying. With their help, I had restructured the whole approach to refinancing the Home loan to moving from insurance to pure term insurance as well as starting health insurance and investing in Mutual funds. I found the team of Holistic trust worthy and professional in their approach. In fact I had recommended them to couple of my friends both in India and outside. I wish Holistic a better and sustainable growth.

Read More

Hari Buddhiraju

Muralidharan S

Before I met Holistic Investment Planners, my investment was in a scattered manner in different Demat accounts. They suggested investing in debt funds which helped me gain more returns than…

Before I met Holistic Investment Planners, my investment was in a scattered manner in different Demat accounts. They suggested investing in debt funds which helped me gain more returns than investing in bank FDs. Or else I would have kept the money in FDs which would have resulted in lesser yield and more tax burden. Now I could bring every investment under a common platform both for my wife and myself. I opted for the retirement planning after gaining confidence in their approach to investments along with customer inputs. Since I could not devote my time to the investment planning, I was looking for the investment planners whom I could rely upon and advice based on the market conditions. I would have lost money if I had invested more on the equity funds without the support of Holistic Investment Planners. I like their Customer-centric approach and they are providing more friendly service. I have already recommended Holistic Investment Planners to one of my colleagues.

Read More

Muralidharan S Ashok Leyland Ltd, Assistant General Manager.

B.Kishore Kumar

Holistic Investment planners have been advising me on financial planning and Investment advisory. After taking their advise I know where I stand and what mistakes I was making in investments,…

Holistic Investment planners have been advising me on financial planning and Investment advisory. After taking their advise I know where I stand and what mistakes I was making in investments, they had provided me a clear guidance on how to change the financial plans and recover from the mistakes I made earlier, their expertise in investment field and customer centric approach make them best in providing financial solutions. I wish Ramalingam and his team a continued success.

Read More

B.Kishore Kumar Consulting Serives Manager

Google Reviews

Holistic Investment Planners

4.4

Based on 37 reviews

Vaidy Subramanian

04:15 15 Mar 20

Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which was... translated into a financial plan which was then executed with the able assistance of financial advisors. Before I too the help of Holistic Investment Planners I was unsure of my financial goals and had my investments spread over 25 different funds. But now I am sure about my goals and am confident that I am on the right path. They are systematic, thorough and meticulous. They are happy to explain any doubts or questions whatsoever whether it is regarding a fund category, or a specific fund's performance. They do not try to force a decision on anybody, rather they explain their rationale in a way one can understand and leave the decision in the hands of the client. My own knowledge level of MFs has increased thanks to interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence.read more

V RANGARAJAN VENKATACHARI

10:58 03 Mar 20

Waste company cheating fellows in taking employees. Eyewash company

Gopal R

15:18 27 Jun 19

Very professional organization. They are helping to build my financial profile for last five years. I have been... interacting with Srinivas and Jagadeesh. Both are knowledgeable and excellent professional. I am Highly recommending it.read more

Manoj Madaiya

18:26 25 Jun 19

It was been a really good experience for me to be associated with Holistic Investment Planners for the past 5 years.... They were able to understand the objectives that I had in mind and came up with a realistic plan to achieve it. They have been constantly monitoring the progress and implentation of the plan with regular updates, giving me a sense of peace and comfort on the progress made towards the much needed financial security.read more

VASANTHI SRINIVASAN

06:13 17 Jun 19

I have been associated with Holistic Investment Planners for the past 8 years, From the day one I realized that they... give top priority to good customer service. They talked to us patiently and understood our needs and gave us the best of plans for us to lead a comfortable retired life. They regularly kept us informed about how our Investments were performing. Now they have made it much easier for us to view our accounts with them, by giving us access to operate online. I see that the investment options chosen by them are well researched and are good performers thus giving us good returns. I sincerely thank them for their best service.read more

Govinda Rajulu

06:06 01 Jun 19

Holistic investment is really doing excellent job. They are customer friendly, quick response, easy to approach, good... followup, success rate and everything is very very best in chennai city. Thanks to Holistic Investment planners.read more

Prasanna Raaj Tirumala Venkateshwarlu

21:14 30 May 19

No second thoughts about it, for sure "Holistic" is the market leader in this space. They provide the best of the best... services. I am one of their happy customers....read more

R Udayakumar

07:23 29 May 19

My investment plan is wisely devised by Holistic and are in right direction .Thank you Holistic for your support.

Raja Durai

12:20 23 May 19

Before meeting them i used to be anxious of what life gonna throw at me. I am now with them for 6 years and i know... exactly what to expect of life. No more surprise :)read more

Kumar Narayanan

09:52 08 May 19

Holistic not only offering financial services they are also educating about mutual funds. Now I feel a peace of mind... because they are taking care of my investments.read more

Pramode Divakaran

08:27 26 Apr 19

Service is excellent and they are at your service whenever you need them

Mohamed Azzad

06:18 25 Apr 19

After having some problems and loss of trust in the financial company I was with, I was advised to talk to... Mr.Srinivasan (Holistic Investment Planners). Ever since, they have met and surpassed my expectations of working with financial advisor. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer questions and do the legwork and research to make sure that my investments and my life insurance are on track with my needs, and that I have an understanding of where my finances are headed. Holistic Investment Planners is an advising company I can trust to make wise recommendations based on wherever I’m at in my savings goals, and they take the time to explain transactions in layman’s terms. They make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.read more

Kandavel M

13:30 13 Apr 19

Holistic Investment is managing my mutual fund portfolio for more than 15 years now. I am simply investing in SIP... based on their recommendation. After 5 / 6 years of continuous investment, the investment appreciated at an average of 13 to 14% per annum and I am continuing SIP based on their advise. I know Mr. Ramalingam and Mr. Rajan since from the earlier days of inception. Their commitment and customer support in those earlier days are exemplary. Over the years it excelled leaps and bounds and today Holistic is one of the renowned name in the filed of financial investment. I am delighted and have no hesitation in recommending Holistic to one and all for healthy financial wealth.read more

Siva Kumar

10:45 05 Apr 19

Holistic Company offering Professional service and Very easy approachable.

Next Reviews