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RECENT ARTICLES

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REVIEWS

K.A.R.Subramaniam

We have been dealing with Mr.Rajan and his team at Holistic for the last 8 years. The entire team is very friendly; we always find his judgments and wisdom on…

We have been dealing with Mr.Rajan and his team at Holistic for the last 8 years. The entire team is very friendly; we always find his judgments and wisdom on investment issues to be very sound and future proof. We are very happy with the excellent service provided by Holistic Investment Planners. The professional quality of service extended to our needs is commendable. The prompt service of” Holistic Investment planners” made us to feel comfortable as they value people and their money and we currently have all our investments with them

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K.A.R.Subramaniam Deputy Director-Retd.

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.

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D. Loganathan Engineer,Kuwait Oil Company

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.

Pradeep Balaji

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…

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.

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Pradeep Balaji

R.Sridharan

The long experience with Holistic Investment is really “Holistic”. Their approach has always been to understand the customer and meet the exact needs rather than looking at the benefits for…

The long experience with Holistic Investment is really “Holistic”. Their approach has always been to understand the customer and meet the exact needs rather than looking at the benefits for the investment company. The periodic investment course correction advise has been apt and on their own initiative. I am totally free of the burden of any worry with respect to the investment decision once the portfolio is handed over to them.

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R.Sridharan Director

Google Reviews

Jey S

24. September, 2021.

I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.

aksaswadkar

24. September, 2021.

I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.

Lionel Faber

16. September, 2021.

I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.

Sridhar

8. September, 2021.

Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.

Nitesh Agrawal

6. September, 2021.

I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)

Swetha Vasanth

6. September, 2021.

This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.

Joseph Mathias

6. September, 2021.

I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.

Srinvas Kannan

30. July, 2021.

I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.

Shivaram Andiappan Selvaraj

3. July, 2021.

I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.

Nellai B

26. June, 2021.

I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.

Google rating score: 4.4 of 5,
based on 61 reviews.