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LIC New Bima Bachat Review – Good or Bad?

by Holistic Leave a Comment | Filed Under: Insurance

Listen to this article All investors look for a simple and convenient way to secure their financial future and protect their loved ones. A single premium endowment plan is a type of life insurance policy that offers both protection and savings benefits in a single premium payment. This type of plan seems convenient. But will […]

LIC Aadhaar Shila – Saviour of Women? A Comprehensive Review

by Holistic Leave a Comment | Filed Under: Insurance

Listen to this article Life Insurance Policy ensures a family’s financial stability in case of eventualities. Life Insurance is important for women for a variety of reasons, just as it is for men. Women should opt for a life insurance policy to financially protect their loved ones. Life Insurance Corporation of India offers a life […]

LIC Aadhaar Stambh Review – Will this become your Pillar(Stambh) of Strength?

by Holistic Leave a Comment | Filed Under: Insurance

Listen to this article Investing in life goals is crucial for achieving financial security and realizing your aspirations. By investing wisely, you can work towards goals such as retirement, homeownership, education, and travel, ensuring a better quality of life. Life Insurance Corporation of India offers the Aadhaar Stambh plan which is a combination of protection […]

Canara HSBC Guaranteed Assured INcome (GAIN) Review – Should You Invest?

by Holistic Leave a Comment | Filed Under: Insurance

Listen to this article Each one of us has unique dreams and goals that we would like to pursue. It could be short-term, long-term, or immediate financial goals. A proper financial plan can give wings to your dreams. HSBC Life Insurance Guaranteed Assured INcome provides you, with life insurance coverage to achieve financial stability and […]

LIC Single Premium Endowment Plan – Dissection, Analysis and Review

by Holistic Leave a Comment | Filed Under: Insurance

Listen to this article You need to save regularly over a specific period to accumulate a significant corpus that you can enjoy at maturity. The savings component in endowment plans makes them an investment option. Can these endowment life insurance plans be relied on as a good investment option to fulfill your financial goals? Could […]

Limited Pay Option in Insurance Vs Limited Pay in Mutual Fund SIP-

by Holistic Leave a Comment | Filed Under: Insurance, Mutual fund Sip

Listen to this article Do you know all the negative aspects before signing up for an investment option? A closer look at the premium payment under Insurance policies reveals the hidden cost. Limited premium pay offers shorter premium periods and longer policy coverage. But is it really a wise financial choice? In this article let […]

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

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