Investment Planning

SBI Life Smart Humsafar Review – A Good or Bad Lifelong Companion?

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

Listen to this article In the journey of life, married couples are like partners; they share their success, progress, and prosperity. To achieve success, they have to join hands together. To value this relationship, SBI has launched a product called Smart Humsafar. Humsafar is an Urdu word that means companion or a life partner in […]

How to Become a Crorepati by Just Investing Rs. 10000 per Month?

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

Listen to this article Do you want to be a crorepati? Are you ready to invest Rs. 10k per month? If yes, then you have landed in the appropriate place. Everyone wants to be wealthy as soon as possible. We often hear questions such as: If I invest 10,000 in the stock market how much money […]

Max Life Flexi Wealth Plus: Review (2024) – Should you buy?

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

Listen to this article We all have the responsibility to fulfill the financial dreams of our family and also to provide them with financial safety in the case of our unfortunate absence. So let’s look at the Max Life Flexi Wealth Plus Policy and see whether it caters to our dual needs. Max life insurance […]

Mastering Islamic Finance: The Ultimate Guide to Sharia Investment

by Holistic 1 Comment | Filed Under: Investment Planning, Investments

Listen to this article Before we even begin talking about Sharia, kudos to you as you had chosen to follow the religious rules of Islam in your investing journey, thus being loyal. Sharia investment follows the principles of Islamic Laws. Being a Sharia investor, you not only follow the rules laid in front of you […]

Tata AIA Life Insurance Fortune Pro Review—Should You Buy This ULIP?

by Holistic 8 Comments | Filed Under: Insurance, Investment planners, Investment Planning, Investments

Listen to this article “You have worked hard and smart to earn your money. With Tata AIA Fortune Pro, let your money work smartly as you do.” Says the official brochure of Tata AIA Fortune Pro. It is not only a statement; it is also an indirect promise from Tata AIA Life Insurance. But, can […]

HERE’S A POWERFUL AND PRACTICAL WAY THAT HELP PARENTS PLAN FOR THEIR CHILDREN’S EDUCATION

by Holistic 1 Comment | Filed Under: Investment Planning

Listen to this article Children’s higher education expenses are one of the biggest expenses for any parent today but it is also one of the biggest gifts that you could give your child. An investment in knowledge pays the best interest. – Benjamin Franklin As the quote says, investing for your child’s education reaps the […]

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.

Investment Planning

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