Holistic

3 Fabulous Financial Planning Lessons From Diwali

by Holistic | Filed Under: Financial Planning

Listen to this article Table Of Content: Happy Diwali-2024! Grasp the financial planning lessons Diwali teaches us Diwali Tips for Wealth What is the most important message of Diwali to Investors? Happy Diwali-2024! Let us discuss Fireworks, Diwali, and their close correlation with Financial Planning. As we start our festivities of Diwali-2024, my mind went […]

6 Financial Planning Misconceptions Demystified

by Holistic 1 Comment | Filed Under: Financial Plan

Let’s start the useful exercise: Financial planning may mean different things for different people. Some assume that they need no financial planning as they have very little finances. Still others believe that once they have invested their savings for future their task is over. In addition some pre-conceived notions that company we work for, pays […]

Investment Behavior And Returns

by Holistic | Filed Under: Uncategorized

Table Of Contents 1. Why investors are not making returns in the stock market? 2.But how many investors have REALLY got these kinds of returns…? 3.The study revealed the following two important facts. 4.An investment portfolio based on ones personality 5.Follow the flock policy 6.A look at positive investment behavior: 1.Why investors are not making […]

Choosing the Right Mutual Fund

by Holistic Leave a Comment | Filed Under: Mutual Funds

Listen to this article A Step by step guide to choose a right mutual fund scheme “Models work when they are appropriate for the particular circumstance, but some of the best investment judgments over time have come when people recognized that models derived in other periods were broken or not directly relevant” – Abby Joseph Cohen […]

Parenting To Raise Financially Smart Children

by Holistic | Filed Under: Insurance

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” Warren Buffet: This quotation, it made me think that this is what children that were taught to be financially smart turned out as adults. This next made me feel that it was just not important to send children to school […]

A Complete and Comprehensive Checklist for Buying Term Life Insurance

by Holistic 1 Comment | Filed Under: Insurance

Buying insurance for protection and wealth creation has always been a very complicated task involving careful analyzes. The analysis involves the amount of coverage, reason for coverage and the term/time that the cover is required. Term policies taken for a specified period of time like 5, 10, 15, 20, or even 30 years helps to […]

Lingesh MMG

20. September, 2023.

Na eppo tha financial goal la enna therunju kitta..enaku full support panna thuku thank you..🥰 friendly nalla pesuninga...

Ravi L

15. August, 2023.

Very knowledgeable and professional team, guided me with the precise financial solutions and timely suggestions.

Hardik Dave

5. July, 2023.

Holistic Investment is really nice and trust worthy financial planner. They plan things in realistic manner and also consider future dimensions of items also. They are always available for small or big queries, and also share knowledge and help you become more financial literate, and take right decisions in all financial matters.

Dr. Padmakar Wagh

27. June, 2023.

Mr Ramalingam who is the Director of Holistic investments has a excellent financial planning knowledge, the entire Holistic team has been very helpful in my financial planning journey and execution. This is my third year of financial planning with Holistic investments and so far I am satisfied with the progress I have made.

Binamra Dash

13. June, 2023.

Very knowledgeable team. Guided me properly with my concerns.

Murugan Bala

16. May, 2023.

I have been investing through Holistic for the past 4 years and my experience with them have been really good. The team of Rajan and Ramalingam doing excellent services in meeting my needs through proper guidance on investment options customized. Theya re always available on any specific needs time to time.I would recommend their services to my friends and colleagues too.

Neeraja R K

15. May, 2023.

Working with holistic investment planners was a really wonderful experience for me. For me the entire team had been very supportive in all ways. Their working strategy is well planned and methodical. They always keep me informed and updated about my investments, so that i can take informed decisions. The team first helps us understand the basics of investments, then they collect data, work with the data and then provide investments solutions according to our goals which i find it the best. Good luck to the entire team.

deepika kulkarni

21. April, 2023.

We have availed holistic service from last couple of years and are very happy with our decision. Their systematic approach has helped us plan our finances and meet our goals. They provide very comprehensive and detail plan and resource management every 6 months which ensures we are on right track to achieve our goals. Rajan and Ramalingam from holistic are always there to help us with our queries. They have also accommodated any changes to our goals or resources mid year in a professional manner.

Ashook Panneerselvam

21. March, 2023.

For the past year, I have been interacting with Holistic Investment. I frequently read Nanayam Vikatan, which is a publication owned by the Vikatan family, and I was impressed by their financial advice. My brother also suggested holistic investing, and he also got excellent financial advice. Holistic Investment follows a methodical approach that I really liked because they first fully understand our financial situation "As Is," which includes "Assets" and "Liabilities," as well as our short-, mid-, and long-term goals, on the basis of which they provide a detailed plan on how to achieve our goals for which they are recommending various investment options. Even in the investment advice, why do they suggest particular mutual funds and what is the justification behind it, which adds transparency to the client. One essential factor is that they are always available. Even if I needed to make some urgent financial decisions, they were very helpful and kind to answer my questions via phone calls, WhatsApp messages, and emails. I was very happy with their service. Periodic reviews are also crucial, even though I have forgotten that they occur once every three months, and I also intend to renew this year.

Mahesh S

19. February, 2023.

I have availed Holistic investment service for last 1yr against my early retirement decision. they provided me comprehensive detailed report how to move ahead with my existing resources. moreover, they are available to me whenever i have any doubt.. highly recommend others to avail their service