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RECENT ARTICLES

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Sensex in India is more than 40 years old. Throughout these years, countless number of investors have tried a number of investment strategies to gain profits. In a long line of such strategies, the recent player is the Smallcase.
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REVIEWS

Nagendra Kumar V.R

It has been 5 years since I started my SIP. And I can comprehensively say that HIP is the backbone of my financial planning. Team HIP is always very supportive.…

It has been 5 years since I started my SIP. And I can comprehensively say that HIP is the backbone of my financial planning. Team HIP is always very supportive. Their expertise is always available for me. Especially Mr.Ramalingam and Mr.Rajan are professionally guiding me to achieve my goals. I would appreciate them for maintaining a systematic approach for every year plan like... collecting fact finders to understand any change in my goal, etc. They are conducting a scheduled review meeting to track the progress of my investment and giving feedback. If anyone wants help from experts for their financial planning, then Holistic is the right place, not because just rest assured... definitely return assured!

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Nagendra Kumar V.R

Yogesh

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them,…

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them, and I feel my investment is fairly diversified now. Holistic investment planners helped me achieve three investment objectives - Goal based investment, portfolio diversification and discipline in investing. The quantitative and qualitative work that goes behind the assessment of mutual funds by Holistic is very structured. With so much information available on the web, it is easy to choose mutual funds on the basis of top performing funds. However, there is much more that goes being selection and proposing the fund which I find Holistic does quite well. Their financial plan is extremely comprehensive and detailed. The team in Holistic is available throughout the year to answer any questions. There is always an effort to reach out and provide timely information through specific articles and e-mails. I have not had the need to perform any follow up to date in the last two years in regards to any of my investments. I will highly recommend Holistic if you would like to do a fully fledged comprehensive financial plan for your financial life.

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Yogesh Finance Project Manager

S.Shivram

I have been associated with Holistic Investment since 2002. While I started small, today all my financial goals are developed in consultation with them. Being a Management Consultant as well…

I have been associated with Holistic Investment since 2002. While I started small, today all my financial goals are developed in consultation with them. Being a Management Consultant as well as a person who understands finance,I can enormously appreciate their professional approach towards various investment avenues.Their professional and logical approach to financial planning was outstanding. I now have a complete and comprehensive vision and approach as far as my financial goals are concerned. One of the strong points of Holistic investment is their service approach as well the philosophy of guiding the customer. I will wholeheartedly recommend holistic investment to my friends and relatives.

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S.Shivram Director-Human Capital Consulting

Jayashree

Interaction with the Holistic team is very easy, and they clearly understand our needs”. I understood their recommendations and gained some amount of income tax and some margins on investment.…

Interaction with the Holistic team is very easy, and they clearly understand our needs". I understood their recommendations and gained some amount of income tax and some margins on investment. I could not have got any ideas for investment without Holistic Investment Planners. Now I have got exposure to investments like mutual funds. I can feel that everything is good now, and it will be the same in future as well.

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Mrs Jayashree Executive-Secretary,

Rohit Deshmukh

Earlier I was investing in different instruments basis some self study and reviews, and there was no goal specific plan. On availing the service of financial planning from Holistic Investment,…

Earlier I was investing in different instruments basis some self study and reviews, and there was no goal specific plan. On availing the service of financial planning from Holistic Investment, I understood the importance of having an investment plan keeping the short term and long term objectives in mind. I've now been able to have specific investments linked to specific goals, which has given me far more confidence about my finances. Ramalingam has been an excellent advisor, not only going in a systematic way in creating the plan, but also explaining the importance of various things, implications of various types of investments and instruments and clarifying all doubts which I had in mind.

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Rohit Deshmukh Deputy General Manager

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.