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RECENT ARTICLES

No Exception From Market Risks: What Should be the Ideal Fixed Income Asset in Your Portfolio?
You have heard it a thousand times. “Mutual funds are subject to market risks.” With a brief introduction to mutual funds, learning about equity mutual funds causes investors to have a wrong impression. “Debt mutual funds are safe.” But it is not anyone’s fault. It is a relativity trap, often called anchoring bias.
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Investing a Lumpsum: How to do it the Right Way?
“Your bonus has been credited to your bank account” A message like this can make your day. It can even make your month good. If you are a salaried employee, you can relate to what I’m saying. Along with it, there are different ways you could have a lump sum amount in your hand. It could be the maturity sum of your fixed deposit. Or a gift from a loved one, anything.
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What if the Stock Market Crashes Days Before I Redeem for My Financial Goal?—The Safest Strategy to Exit the Market!
Imagine this. You are investing in an equity mutual fund scheme for 10years. It is for your kid’s college fund. Finally, the goal is here, and you need the fund in a couple of days. But the next morning, flash news: “SENSEX Crashes by 30%!” You take a look at the investment value of your fund.
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Trouble Analysing the IPO Offer Document? What Matters the Most While You Invest?
Every IPO creates a buzz in the stock market. “Is this the golden nugget of stocks?” No investor would want to miss out on that. “What if this company has the edge over its competitors?” It is a guaranteed industry leader and a wealth generator for investors. But how can you be sure?
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Right Time to Invest in Bitcoin/Cryptocurrency? Consider These Before You Do!
“The Currency of the Future” It is the unofficial tagline given to Bitcoin or any other cryptocurrency, for that matter. Bitcoin, Ethereum, Litecoin, Chainlink, Dogecoin, there are several cryptocurrencies. Even billionaire Elon Musk is openly supporting Dogecoin,
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REVIEWS

Kuthubuddin Mohamed Usman

Working with holistic investment planner’s Pvt Ltd has helped me to take more informed decision when it comes to personal finance. After joining with them I came to know more…

Working with holistic investment planner’s Pvt Ltd has helped me to take more informed decision when it comes to personal finance. After joining with them I came to know more about saving concepts, the importance of planning for the future, and need for yearly reviews. They are really good in understanding our requirements and make the customized financial plans. I am very much impressed in the way they keep touch with us. I would suggest them to anyone who needs to bring a disciplined way in the overall financial matters.

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Kuthubuddin Mohamed Usman Reliability Engineer

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.

Vasanthi Srinivasan

I have been associated with Holistic Investment Planners for the past eight years. From day one, I realized that they give top priority to good customer service. They talked to…

I have been associated with Holistic Investment Planners for the past eight years. From 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 the best service.

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Vasanthi Srinivasan

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,

Mohammed Yousuf

Holistic Investment Planners disciplined my investments and savings which I was not able to do without the support. Without them, it would have cost me much more than a monetary…

Holistic Investment Planners disciplined my investments and savings which I was not able to do without the support. Without them, it would have cost me much more than a monetary loss. They are not making any hasty decisions. Everything has a clear cut process and importantly Holistic keeps reminding me to check on my financial goals. This has helped a lot to keep track. There is a free 60 minutes counselling to understand and support you. You should work with this group on a long term basis to reach your goal. I would highly recommend it. Holistic Investment Planners is very humble and down to earth team, everyone is very respectful and calm in managing day to day affair. They go overboard in helping the customers.

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Mohammed Yousuf Operations Manager, RRD

Google Reviews

NITHYA K

19. March, 2021.

Nagendra Kumar V.R

2. March, 2021.

It has been 5years since i started my SIP and i can comprehensively say HIP is backbone of my financial planning. Team HIP is always very supportive and their expertise is available for me always. Especially Mr.Ramalingam and Mr.Rajan are guiding me in a professional way 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 goal and for any new goals etc., conducting scheduled review meeting to track the progress of my investment and giving the feedback. If anyone wants help from experts for your financial planning Holistic is the right place, not because just rest assured...definitely return assured!!!! Regards Nagendra Kumar V.R

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.

Google rating score: 4.3 of 5,
based on 46 reviews.