Name: S Lakshmanan
Item: Chennai
Rating: 5
Author: S Lakshmanan

Financial Planning

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RECENT ARTICLES

Employee Deposit Linked Insurance Scheme (EDLI): How can you benefit from it?
Do you know your EPF account, through its scheme called EDLI, provides you with the insurance cover up to Rs.6 Lacs?? In this scheme, you don’t have to invest a single dime from your pocket!! Yes, it is true… The Government of India has introduced the Employee Deposit Linked Insurance Scheme (EDLI) in 1976.
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All you wanted to know about Employee Pension Scheme (EPS)
EPS is a pension scheme made for the organized sector. All EPS members who have completed 9 years and 6 months of their service and have completed 58 years of service will get a pension through EPS Scheme. An employee, who is a member of EPF, will automatically become a member of EPS.
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Stock Market Continuously falls down! What should you do?
Sensex touched an all-time record high of 40312 on June 2019.. In just 3 months, now the market is down by 7%. A famous newpaper reported on 2nd Aug 2019… This recent alarming fluctuation in the Indian Stock Market seems to be really upsetting for the investors.
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Employee Provident Fund (EPF): A Complete & Comprehensive Guide
Are you a salaried employee curious to know how your monthly deduction from your salary is being utilized? Do you know, what are all benefits you can get from your EPF account? In this post, we are going to discuss in detail whether the investment in EPFs
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ULIP Review: ICICI Prudential Signature Plan – Is it Good or Bad?
Unit Linked Insurance Plans (ULIPs) have always been popular among people. They have some attention grabbing features such as: They combine the advantages of investment and insurance in a single plan. The benefit of Life Cover. As a result, your money is expected to grow,
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REVIEWS

S Lakshmanan

I have achieved discipline in financial vertical after my partnership with Holistic Investment Planners. If I didn’t have the chance to meet them, I would have lost my financial security.…

I have achieved discipline in financial vertical after my partnership with Holistic Investment Planners. If I didn’t have the chance to meet them, I would have lost my financial security. They are using a part of investment money for my emergency requirement. In my point of you, they are bringing financial awareness to their clients. The users can get complete and comprehensive financial planning, can achieve financial freedom, and can have the stress-free and peaceful financial life. Investment through online policy saved some money for me.

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S Lakshmanan Senior Manager,Pharma MNC

Anurag Kumar

Clarity precedes success. After, closely working with Holistic Investment Planners, I now know what exactly are the actionable from my side in order to achieve my financial goals. Having a…

Clarity precedes success. After, closely working with Holistic Investment Planners, I now know what exactly are the actionable from my side in order to achieve my financial goals. Having a clear set of the goals is very important and what more important is getting a consultation with the current and future resource. I cannot quantify the cost, but definitely reaching my financial goals would be difficult if I wouldn't have taken the first step. It is the stepping stone towards achieving my financial goals. I enjoyed all my interactions with the Holistic team. For me, Holistic Investment Planners’ team is very professional and knowledgeable. Their work stream gives me the confidence in working with them again on an annual basis. I suggest Holistic Investment Planners for who are all seeking a financial planner help in planning and reaching out your goals.

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Anurag Kumar Senior Business Head

Murali

If someone is thinking of hiring Holistic Investment Planners, then I will surely recommend them. They are good at their financial planning service. I have seen changes in my long…

If someone is thinking of hiring Holistic Investment Planners, then I will surely recommend them. They are good at their financial planning service. I have seen changes in my long term savings & investments after my association with them. They have well-structured guidance. If it wasn’t them I might be unaware of what or how much do I need for my future expenses. I like their execution of the financial plan and the follow-up.

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Murali Financial analyst, Shell

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

B.Kishore Kumar

Holistic Investment planners have been advising me on financial planning and Investment advisory. After taking their advise I know where I stand and what mistakes I was making in investments,…

Holistic Investment planners have been advising me on financial planning and Investment advisory. After taking their advise I know where I stand and what mistakes I was making in investments, they had provided me a clear guidance on how to change the financial plans and recover from the mistakes I made earlier, their expertise in investment field and customer centric approach make them best in providing financial solutions. I wish Ramalingam and his team a continued success.

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B.Kishore Kumar Consulting Serives Manager

Google Reviews

Holistic Investment Planners

4.6

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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