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)

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REVIEWS

Mohammed Yousuf

Holistic Investment Planners disciplined my investments and savings which I was not able to do without the support. Without them, it would have cost me much more than a monetary…

Holistic Investment Planners disciplined my investments and savings which I was not able to do without the support. Without them, it would have cost me much more than a monetary loss. They are not making any hasty decisions. Everything has a clear cut process and importantly Holistic keeps reminding me to check on my financial goals. This has helped a lot to keep track. There is a free 60 minutes counselling to understand and support you. You should work with this group on a long term basis to reach your goal. I would highly recommend it. Holistic Investment Planners is very humble and down to earth team, everyone is very respectful and calm in managing day to day affair. They go overboard in helping the customers.

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Mohammed Yousuf Operations Manager, RRD

Dr.B.Krishnamurthy

As a Critical Care Physician I practice ‘Holistic Medicine’ every day. I expect my financial advisors to do the same. Holistic Investments do exactly that: they listen to my request,…

As a Critical Care Physician I practice ‘Holistic Medicine’ every day. I expect my financial advisors to do the same. Holistic Investments do exactly that: they listen to my request, research the market, and match it to my needs and financial health and advice me accordingly. I like them because they cater to my needs and not make me accept advice that suits their needs!!

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Dr.B.Krishnamurthy KAVERI CLINIC

Viswesh

After my association with Holistic Investment Planners, I learnt a lot about financial planning. For my every query, they give me a quick response. They are very professional in their…

After my association with Holistic Investment Planners, I learnt a lot about financial planning. For my every query, they give me a quick response. They are very professional in their work. If I did not meet them, I would have cost me a lot. They are Trustworthy partnership.

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Viswesh Architect, Natraj and Venkat architects

D. Loganathan

After I met Holistic Investment Planners, I got a clear understanding of financial planning. They provide advice on different investment avenues and the help I needed on risk management. If…

After I met Holistic Investment Planners, I got a clear understanding of financial planning. They provide advice on different investment avenues and the help I needed on risk management. If I didn’t meet them, I would have wasted my money on other financial planners. They gave me the right advice with financial planning report and implementation plan. It was very useful for me to track my investment details. I am satisfied with my association with them in financial advice. Apart from financial planning and advice, they provide me with some additional service on term insurance and will writing as well. So, I will recommend them to you. Try them, and then you will see the difference.

Read More

D. Loganathan Engineer,Kuwait Oil Company

Kuthubuddin Mohamed

After my association with Holistic Investment Planners, I have achieved considerable growth in my investment. If I have not hired them, I would not have taken advantage of the market…

After my association with Holistic Investment Planners, I have achieved considerable growth in my investment. If I have not hired them, I would not have taken advantage of the market investment because I don’t have enough knowledge and expertise in the markets. I appreciate their way of communication and their availability when I need their consultation and advice. If you are looking for financial planners for your investments and financial goals, then I encourage you to consider the option of hiring Holistic Investment Planners. They are experts in Financial Planning. They are planning in the present to reach the financial goals in the future. They are planning to fulfil future requirements.

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Kuthubuddin Mohamed Reliability Manager,Dubai Airports

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.

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