ContactUs – Thank you

THANK YOU FOR CONTACTING US.
WE WILL REACH YOU WITHIN 24 HRS.
FOR FURTHER ENQUIRY PLEASE CONTACT US @
+91-44-24313227, +91-44-42030722

RECENT ARTICLES

Max Life Monthly Income Advantage Plan Review: Should You Buy?
Max Life Monthly Income Advantage Plan is a life insurance cum monthly income plan from Max Life Insurance. The policy promises to offer guaranteed monthly income till the end of the policy term and a Lumpsum on maturity. The promise looks attractive, but is the policy benefit as good?
READ MORE ...

An Unbiased Review: ICICI Pru Guaranteed Wealth Protector – Should You Buy?
A majority of our financial life is spent looking for opportunities to create wealth that will serve us for a lifetime. However, what’s equally important is to find investment instruments that can give capital protection
READ MORE ...

SBI Life Smart Privilege Plan (Review 2021)—Should You Buy?
The core desire or financial goal of every breadwinner is to provide for their family even in their absence. erlying fund earns @ 8% SBI Life Smart Privilege Plan is a unit-linked investment insurance plan (ULIP).
READ MORE ...

What is Smallcase Investing? Is it Better than Mutual Funds?
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.
READ MORE ...

VIEW MORE ARTICLES

REVIEWS

Shraddha Vasanth

(Testimonial given earlier in 2019) I found a consolidation of all my investments with Holistic Investment Planners. They are providing very good investment advice and safe planning for my…

(Testimonial given recently in 2020) Holistic Investment Planners providing expert advice and constantly updates about financial products. They have a friendly and very approachable team. If it wasn't them, then I would have been unsure about where to invest and how to plan for the future. But now I can see growth in my savings and investments, clarity over my financial goals. They help me to achieve my goals step-by-step. I have always received the best advice from Holistic about my investments. They also reply very promptly to my queries and also follow-up on the action points constantly. Their Staffs are also friendly and easily approachable. I would surely recommend Holistic Investment planners to anyone who needs an expert's help to plan their financial life. (Testimonial given earlier in 2019) I found a consolidation of all my investments with Holistic Investment Planners. They are providing very good investment advice and safe planning for my future dreams. I was unaware of the avenues to invest before my association with them. They always respond very promptly and very good follow up of the process. I will definitely recommend Holistic Investment to anybody who is interested. Holistic Investment has always helped promptly and provided the best advice. Achieving my financial dreams feels like a possibility once I started investing through Holistic. ................. (Testimonial given earlier in 2017) I’ve been associated with Holistic since January 2017 and it’s been a pleasurable experience! While I was broadly aware of the various financial products available, Holistic really helped me understand the nuances involved, prepared a financial plan that takes care of all my needs as well as execute the same in a seamless manner. The knowledge base, coupled with their friendly, proactive and transparent approach makes them very trust-worthy. While it would be too early to judge the financial performance of my investments, I do feel more financially secure. I would definitely recommend Holistic to my family and friends. Many thanks and best wishes to Holistic!

Read More

Shraddha Vasanth Company Secretary, TUV Rheinland NIFE Academy Pvt Ltd

Atul Kamat

I was worried about my returning to hometown in respect of my investments and savings. But these people have done a great job and were a great support for validating…

I was worried about my returning to hometown in respect of my investments and savings. But these people have done a great job and were a great support for validating my financial position independently to avoid any element of bias. It would have been a difficult task for me to realign everything and choosing right investments when I come back to India after multiple years abroad. I would have ended up in wrong investments and that could have been a disaster in future if I was not associated with the Holistic group. They were able to provide a structured and organized approach to financial planning which is fully aligned with my thought process, and I really recommend their service to known persons.

Read More

Atul Kamat Al Tayer Group

Commander N Balasubramanian

I have had a very fruitful association with Holistic Investment Planners since 2011. Earlier, had been making investments with whatever little information was available, but made no worthwhile financial progress.…

I have had a very fruitful association with Holistic Investment Planners since 2011. Earlier, had been making investments with whatever little information was available, but made no worthwhile financial progress. Fortunately, Coming into contact with Holistic Investment Planners, helped immensely in reorganizing and planning investments, setting up financial goals and bring in financial discipline in working towards achieving financial freedom. A financial plan in place and a long term methodology worked out, accompanied by yearly and half yearly reviews by the Planners has given mental peace, non botheration of the state of the markets and confidence in facing the future. It has been a pleasure interacting with the team of Holistic investment who are always accessible and ever ready to respond to your queries in an unbiased and professional manner with the interest of the client always at heart. I wish I had come into contact with them much earlier. I would like to strongly recommend Holistic Investment Planners to anyone who is interested in bringing Financial Discipline and Growth in their lives.

Read More

Commander N Balasubramanian Naval Veteran & Marine Consultant

Kandavel M

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 to 6 years of…

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 to 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 advice. I know Mr. Ramalingam (Director and Chief Financial Planner) and Mr. Rajan (Director and Deputy Financial Planner) 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 Investment Planners is one of the renowned names in the field of financial investment. I am delighted and have no hesitation in recommending Holistic to one and all for healthy financial wealth.

Read More

Kandavel M Private sector

Aslam Far

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…

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.

Read More

Aslam Far

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.