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

Haribaskaran

Holistic Investment Planners is following the way of systematic way of building corpus to achieve the financial goal with appropriate investment analysis of my requirement. Before I met them, I…

Holistic Investment Planners is following the way of systematic way of building corpus to achieve the financial goal with appropriate investment analysis of my requirement. Before I met them, I have no market knowledge for where to invest. Hence most of my fund was in FD which was getting less appreciation rate. This would have not been helped to achieve my requirement and put me at risk for the shortage of funds. I would thank Holistic Investment Planners for making better investment plan to achieve my goals as per the required time frame. So continued with their plan and it feels happier and thus relieves my financial worries. I like their way of studying my financial report & risk analysis. I would say "To lead a happy life in terms of financial get their proper guidance to reach your goals.” They follow up on investment, update the status of current market updates by email, and clarify the doubts on financial parts.

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Haribaskaran Engineer

Mahesh Parameswaran

Holistic Investment Planners cleared the cloud in my mind on planning my personal investments. They are planning ahead for life goals with a discipline, and conservative / balanced approach. I…

Holistic Investment Planners cleared the cloud in my mind on planning my personal investments. They are planning ahead for life goals with a discipline, and conservative / balanced approach. I think it is difficult to put a value of my loss, if I wouldn’t meet them. I trust them because of their unbiased recommendations, conservative approach while maximizing returns customised to suit to individuals goals. They are trusted professional when it comes to your financial life. They are giving timely response and they respect timelines.

Read More

Mahesh Parameswaran Sr.Director,Falcon group

Prasanna Raaj

Holistic Investment Planners carried out a systematic study of my future needs and requirements. They prepared a plan in consultation with me and my spouse to check its suitability and…

Holistic Investment Planners carried out a systematic study of my future needs and requirements. They prepared a plan in consultation with me and my spouse to check its suitability and thereafter helped me to execute this Financial Plan. When I look back over the past 3 years, this Financial Plan had given me big confidence that I am heading in the right direction towards financial stability. Without the support of Holistic, I would have ended up making incorrect financial decisions. They are well organised. They keep track of my investment portfolios and are ever ready to clear my doubts about the financial concepts of investments. You don't have to have second thoughts about hiring them; 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 since 2017.

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Prasanna Raaj Project Manager.

Sumathi Gurumurthy

Our relationship with Holistic Investments since 2002, has been the innate sincerity in every interaction they have had. I am particularly impressed with the confidence they infuse in us that…

Our relationship with Holistic Investments since 2002, has been the innate sincerity in every interaction they have had. I am particularly impressed with the confidence they infuse in us that they are always there for us, an information bank of investment knowledge. They don't intrude or pressurize unnecessarily. Nevertheless, act very promptly when required. The way they have nurtured the relationship has made us avoid seeking any competitive portfolio managers and also compare cost of servicing. We appreciate quality has a price. We are also proud of the way they keep their self updated to service their customers and also of the attempts they make to share their knowledge with the public. Our best wishes to Holistic Investment Planners as an organisation and the team.

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Sumathi Gurumurthy Retired -Centre Head

Anand Vijaykumar

I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve…

I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve my financial goals. The Financial Advisor from Holistic spent considerable time understanding my goals and also advising me on the right approach to investments. Using financial research that Holistic had done, he was able to let me know which were the right mutual funds to invest in and allowed me to make the choice. The in-depth insights and clarity towards the markets helped me invest soundly.

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Anand Vijaykumar Software Professional

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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