Holistic

Who is an “Independent” Financial Advisor?

by Holistic | Filed Under: Financial Planning

What do investors expect from a Financial Advisor? The straight forward answer for the above question will be “unbiased advice”. Investors expect the advice given by the financial advisor to be unbiased, neutral and independent. What do they really get from Financial Advisors? Most of the investors get only “misselling” in the form of financial […]

Public Provident Fund |15 Things you may not know about PPF

by Holistic 144 Comments | Filed Under: Uncategorized

Public Provident Fund (PPF) – is one of the popular, preferred, and preeminent tax saving investments . We all know about PPF. But do we know all about PPF? Let us discuss in detail the less known facts of PPF in this article and understand it comprehensively and completely. Table of Contents 1)What is PPF? 2)How to open/invest […]

How to Invest in Stock Market – Long Term and Short Term?

by Holistic 5 Comments | Filed Under: Stock Market

Listen to this article What points to consider before investing in the stock market? Is it a right share market investmf you are developing your share marent plan strategy to invest in stocks for long-term? Will I lose my money by investing for short term in the stock market? Can I reap the ‘real’ benefits […]

A Financial Checklist before you buy your Dream Home

by Holistic | Filed Under: Financial Planning

The “HOME, DREAM HOME” is a sentimental objective of every individual those started their career in the recent past. It gives the immense pleasure of significant achievement in their lifetime. Hence everyone is diverting their sizeable savings towards availing a dream home. The objective of a dream home is not only to live and lead […]

Investment Strategy Tips – Do you invest for Applause or Returns?

by Holistic | Filed Under: Investments

Recently, while waiting at the airport lounge, I had an opportunity to converse with a young man who had an attractive engineering degree from a no.1 institution in India, and masters done from a top notch business school abroad. While industry experts talk high about the exciting opportunities in the job market, this young man […]

Who Else Wants More Returns and a Simple, Hassle-free Investment Method?

by Holistic Leave a Comment | Filed Under: Investment Planning, Investments

Listen to this article What is the best investment strategy to earn more return on investments? Is there a simple, hassle-free, proven, sure-fire investment method available? Having a routine on investing, yield more rewards. Is this a true statement? How can we set a routine, that too, on investments? Is it really possible? Confused with […]

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