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

S.Rajadurai

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate…

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate my financial requirements as the most important to the least important and invest on achieving my goals accordingly. I need not spend time in monitoring the market or where to invest, instead it’s been done by a group of trusted professional whose advise I adhere. I have more time to think of my career and prepare on career development program. I know how much money I require before I retire and how to achieve that target. My tax planning is well organised, never could have said that before. Their customer service is superior. I can reach out to people and they are always polite to answer my queries. Also my friends at Holistic does not tell me where to invest and stop with that, they teach me why such decisions are made and they educate me on how financial planning is being done. The technology part is really good. I send mail and I get answers. I can see the investments made by me anytime online. I would have still been looking for a financial planner whom I could trust my money on if I have not worked with them. I would like to say “You got your moneys’ worth!” for someone thinking of hiring the services of holistic.

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S.Rajadurai Senior System Engineer

Vijay Chacko

Initially I did not have any great clarity on Mutual Funds and was averse of investing in them. Gradually through meetings with Holistic representatives, they informed me of the advantages…

Initially I did not have any great clarity on Mutual Funds and was averse of investing in them. Gradually through meetings with Holistic representatives, they informed me of the advantages of investing in Mutual funds and removed most of my misgivings. Even then, I approached Mutual Funds from a tax saving, compulsory perspective rather than a wealth creating one. During a cash crunch I used to get irritated with the monthly SIP’s. But somehow I stuck on. And it is perhaps one of the wisest things I have done. A couple of years ago, faced with a huge payment towards a property purchase, I was wondering where to raise the funds from. During one of those moments, the monthly update from Holistic landed in my inbox. I used to barely glance at them previously and left them unopened. That day I opened my statement and was amazed to see the profit I had gained from my systematic investment. After conferring with Holistic, I withdrew some funds, easily met my obligation and had profits in reserve. Yes, it does go up and down, but I for one have witnessed, first-hand the benefit of saving in a Mutual Fund. In the recent past, I have often dipped into my mutual funds to meet some unforeseen expenses and it is invaluable to me. I would always recommend Holistic Investment to anyone who is willing to make some investments in Mutual Funds. They are sincere, practical and constantly available for discussions. They are also extremely professional and go the extra mile to take care of all your needs.

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Vijay Chacko Director

Nellaiappan B

(Testimonial given earlier in 2018) I am pretty new to Financial planning. I have just started my journey. But the way Holistic Investment Planners gave the plan and their…

(Testimonial given recently in 2019) After my association with Holistic, now I have good peace of mind and I don’t need to worry about investments. They have a lot of patience for your queries and they would become another close friend who has strong financial knowledge. I like their professionalism and depth of their knowledge of financial. If it wasn’t them, I wouldn’t be a disciplined investor and that would have compelled me for unnecessary spending. If you are planning to work with them, then definitely, you will work with them for a long lasting relationship. ................. (Testimonial given earlier in 2018) I am pretty new to Financial planning. I have just started my journey. But the way Holistic Investment Planners gave the plan and their approach gave me a lot of confidence and peace of mind. Their Comprehensive financial planning is very clear and simple. Their interaction is very professional and caring. It is very much needed for a long time relationship. As I believe, Financial planning is not a product to buy it is a process. I am looking forward to having a knowledgeable & successful journey towards my financial freedom along with Holistic investments.

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Nellaiappan

SRIRAM VENKATASUBRAMANIAM

Since August 2011, I am using Holistic for my Financial planning. I have to say that the experience has been superlative. Generally, one associates a lack of trust as well…

Since August 2011, I am using Holistic for my Financial planning. I have to say that the experience has been superlative. Generally, one associates a lack of trust as well as a feeling of sub-par delivery on promises with such relationships in this industry. However, Holistic and especially my direct contact Mr.Rajan and Mr. Ramalingam have been extremely transparent and above board. It is important to note that I have till date neither met these individuals nor have I been to their offices. This is indeed a case study for transparency and customer service. While it is early days to judge the financial performance of my investments, I am seeing that it is trended in the right direction and I feel quite comfortable that we will accomplish the committed growth rate at the bare minimum. Another hallmark of the experience has been the flexibility and responsiveness. Mr.Rajan has always been available and very forthcoming with all kinds of information and responses. I have already recommended Holistic to all my friends and colleagues. Without the guidance of Holistic, I would have had to spend enormous amount of time to figure out what to do with my investments. Now, I feel secure and stable at the same time. Thank you Holistic

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SRIRAM VENKATASUBRAMANIAM Director- Philips IT/ CG Manager

Google Reviews

GOOD

44 reviews on

Rangeesh C

24. January, 2021.

srini vasan

24. January, 2021.

I am with Holistic Investment for several years now, they have helped me to streamline my investments Holistic is fundamentally created disciple of managing your investments in line with your goals Excellent guidance helped me to accomplish key goals on time Holistic is more than consulting – They are lifelong guide for the true financial freedom seekers

Pradeep Balaji

4. January, 2021.

I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.

Dilip Mohan

2. January, 2021.

I’ve been using their services for the last 5 years and they have never disappointed me even once. They provide really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I must especially appreciate Mr. T. Rajan for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio. I would recommend their services for anyone who wishes to have their finances handled. Kudos to your company and keep up the good work!

Maheswari S

2. December, 2020.

Sasikumar Kuppuswamy

21. November, 2020.

Having constant recommendations and periodic review is helping to understand our portfolio better.

Aslam Far

26. October, 2020.

For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.

Akash D

12. August, 2020.

Vaidy Subramanian

15. March, 2020.

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.

V RANGARAJAN VENKATACHARI

3. March, 2020.

Waste company cheating fellows in taking employees. Eyewash company