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Kotak Single Invest Advantage Plan: An Elaborate & Insightful Review

May 18, 2022 by Holistic Leave a Comment

Had you ever received a lump sum payment or have lump sum savings? But you didn’t use that lump amount of money wisely? However, with the Kotak Single Invest Advantage Plan you wish to fetch more returns in the future. You’ve probably done some study on this insurance investment plan. And you’re still waiting for […]

ICICI Pru Guaranteed Income For Tomorrow Review [2022]: Worth Buying Or Not?

May 18, 2022 by Holistic Leave a Comment

ICICI Pru’s Guaranteed Income For Tomorrow (GIFT) is a non-linked, participating life insurance plan. It aims to help you achieve your life goals with its policy coverage and guaranteed benefits. Keep reading this article as I delve deeper into if this life Insurance plan is worth buying or not? But before starting the analysis, let’s […]

SBI Life Smart Platina Plus [Review 2022]: Is it Good or Bad?

May 18, 2022 by Holistic Leave a Comment

SBI Life Smart Platina Plus claims that the policyholder can “Enjoy a little extra with regular guaranteed income.” But will it give extra as it claims, or is it fed up with fake promises? Will this insurance plan can help you to create long-term wealth? Will this plan can give you a guaranteed income as […]

A Genuine Review on ABSLI Guaranteed Milestone Plan

May 14, 2022 by Holistic Leave a Comment

Listen to this article Is the financial future of you and your family secure? Are you someone who works hard to earn and satisfy your loved ones’ dreams? Are you looking for an insurance plan that might protect the future of your family in your absence? As an option, you came across Aditya Birla Sun […]

Discover Financial Planning Challenges of Seafarers and How to Overcome Them?

May 12, 2022 by Holistic Leave a Comment

Listen to this article Do you know why financial planning is important for seafarers? What are the challenges faced by a Seafarer while planning for finances? The residential status, taxations, and deductions of a Seafarer? This article will help you discover all these one by one. Let’s get started. The career of a Seafarer “How […]

Biggest Mistakes in Stock Market Investing: How to Avoid Them?

May 12, 2022 by Holistic Leave a Comment

Listen to this article “Quit day trading, and donate your money to charity instead. Same financial result for you, and a better outcome for society.” – Morgan Housel Do you know the thrill of playing at the casino? How every small win excites you and the losses make you determined to play more in order […]

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

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

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

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.

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