Investments

ABSLI Assured Savings Plan – Good or Bad Investment Option?

by Holistic Leave a Comment | Filed Under: Insurance, Investments

Listen to this article With an investment discipline and adequate life insurance coverage, all your dreams can become a reality. These two can act as a cushion & eliminating the fear of uncertainty. Will ABSLI Assured Savings Plan create a cushion & fulfill all your dreams? What are the advantages(pros) and disadvantages(cons) of this ABSLI […]

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 […]

Should you consider investing in Sundaram Alternates – ECCO-1 Fund?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Sophisticated Investors look beyond conventional Investment Options. Alternate Investment Fund (AIF) caters to the need of a sophisticated Investor. As per SEBI guidelines, AIF means “any fund established or incorporated in India which is a privately pooled investment vehicle which collects funds from sophisticated investors, whether Indian or foreign, for investing […]

HDFC Life Capital Shield Plan Review: Good or Bad?

by Holistic Leave a Comment | Filed Under: Insurance, Investments

Listen to this article You should always build a Diversified Investment Portfolio. This could be done by striking a balance between Equity & Debt Investment Instruments. Will HDFC Life Capital shield Plan provide the best of both Worlds? This in-depth analysis will give you a lead on whether you should consider this Plan in your […]

HDFC Classic One Plan Review (2024): Is It Worth Investing?

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article Generally, all Life Insurance Policy provides Life Cover for Single Life. Some Annuity Plan offers Joint Life Cover. Unit Linked Insurance Plan (ULIP) offers life cover for the policyholder & at the same time invests in market-related instruments. But, HDFC Classic One Plan offers Life Coverage for two individuals along with […]

Max Life Platinum Wealth Plan Review: Is It Worth Investing?

by Holistic Leave a Comment | Filed Under: Investments, Wealth Management

Listen to this article To achieve our financial dreams, We work harder & try to save most of our earnings. But will that be enough? Don’t we need to invest to maximize our earnings through inflation-beating returns? Max Life Platinum Wealth Plan assures you that it will maximize your hard-earned money through market-linked returns and […]

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