Financial Planning

The Only Proven First Step to Financial Success—Through Snowball Effect

by Holistic Leave a Comment | Filed Under: Financial Planning

Listen to this article An unfulfilled dream is the shortest way to a persistent itch in your psyche. Be it a simple desire or your life goal: if you do not take any step to fulfil it, it becomes an incomplete cycle. Every such incomplete cycle accumulates one after the other and starts troubling us […]

A Step By Step Guide To First Financial Plan

by Holistic Leave a Comment | Filed Under: Financial Plan, Financial Planning

Prabu was a college student till yesterday. Today he has got a job. He has changed his costume from T-shirt and jeans to a formal wear with a tie. When he got his first pay cheque, his father advised him to save, his girl friend asked him to take her out on a date, and […]

A Financial Check List While Switching Jobs

by Holistic Leave a Comment | Filed Under: Financial Planning

Listen to this article “Careful planning is the key to safe and swift travel.” This very much applies to the many especially young executives who look for lucrative and better job opportunities. But careful planning and following a financial checklist before one change a job can give them all the benefits of the change and […]

8 Budgeting Misconceptions Demystified

by Holistic Leave a Comment | Filed Under: Financial Planning

Let’s put on our thinking cap: Depositing our pay cheques in bank and using the credit and ATM card for spending seems easy. However keeping the track of your income and expenses, to get full value for your money is possible only with budgeting. Budgeting helps most of us to keep track of our income […]

11 Ways To Get Out Of Debt & Stay Out Of Debt

by Holistic 1 Comment | Filed Under: Financial Planning

In spite of steady, regular income there are so many individuals who live paycheque to paycheque, carry their Credit card outstanding, and fail to save anything for retirement . If you are one of them, now is the right time to take action to come out of debt and stay out of debt. It is […]

3 Simple Ways to become RICHER in 365 Days

by Holistic 4 Comments | Filed Under: Financial Planning

Listen to this article I get asked the below questions from the readers frequently… What is the best investment plan in Chennai / Bangalore /Bombay…? Where to invest money in Chennai /Bangalore /Bombay…? What is the best investment option in Chennai /Bangalore /Bombay…? Where should I invest my money to become rich? These are common […]

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.

The Only Proven First Step to Financial Success—Through Snowball Effect

A Step By Step Guide To First Financial Plan

A Financial Check List While Switching Jobs

8 Budgeting Misconceptions Demystified

11 Ways To Get Out Of Debt & Stay Out Of Debt

3 Simple Ways to become RICHER in 365 Days

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