Financial Planning

Education Planning Calculator

by Holistic | Filed Under: Financial Planning

Education Planning Calculator: Introduction Higher education plays an important role in people’s lives. Education planning should never be unplanned. Better education planning better be the educational experience your kids will get in the future. Let us use this calculator and be aware of the most important investment of your life and your kid’s life. Points […]

Which Financial Information Can Destroy (or Save) Your Investments?- Discover Here!

by Holistic Leave a Comment | Filed Under: Financial Planning

“We generate 2.5 quintillion bytes of data every day” – Forbes Report 2018. Some of them can be the solution for your financial hurdles. However, seeing the amount of data generated, finding the right financial information will be like finding a needle in the haystack. Imagine, you’re watching TV and the news says your stock […]

A Five Step Financial Planning Guide for Beginners

by Holistic Leave a Comment | Filed Under: Financial Planning

Listen to this article Different people have varying beliefs about Financial Planning. Everyone talks about what works for them. But, what is the actual financial planning process? [the_ad id=’14106′] It is unfortunate that though money is absolutely essential in everybody’s life, still financial literacy is not being taught in our school system! As a result, […]

The Ultimate Guide to Financial Planning for NRIs

by Holistic Leave a Comment | Filed Under: Financial Planning

Listen to this article Being an NRI, are you confused about your long term financial plan for you and your family? Are Tax laws and investment procedures too overwhelming for you..? Are you actually looking for a concrete step by step guide to effectively plan your finances in 2 different countries of residence..? Are you […]

6 Powerful Points to Make the Right Financial & Investment Decision Every Time

by Holistic 1 Comment | Filed Under: Financial Planning

Listen to this article Do you know what financially smart people are doing to keep themselves above the rest? They master Financial Decision making. In this article, you will learn how to take better financial decisions in the order of, 1. Have a Money Mindset 2. You vs. Family 3. Debt vs. Debt Free 4. […]

Are you on your right track to your Financial Destination?

by Holistic Leave a Comment | Filed Under: Financial Planning

Listen to this article “Money makes many things” If you spend all your money on temporary happiness, it will give you a happiness of the moment and you will have nothing left for the future. Every day, we work approximately 8 to 10 hours to earn money. But do you spend at least 1 hour […]

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

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.

Dr. Padmakar Wagh

27. June, 2023.

Binamra Dash

13. June, 2023.

Very knowledgeable team. Guided me properly with my concerns.

Murugan Bala

16. May, 2023.

Neeraja R K

15. May, 2023.

deepika kulkarni

21. April, 2023.

Ashook Panneerselvam

21. March, 2023.

Mahesh S

19. February, 2023.

Education Planning Calculator

Which Financial Information Can Destroy (or Save) Your Investments?- Discover Here!

A Five Step Financial Planning Guide for Beginners

The Ultimate Guide to Financial Planning for NRIs

6 Powerful Points to Make the Right Financial & Investment Decision Every Time

Are you on your right track to your Financial Destination?

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