Retirement Planning

ICICI Pru Guaranteed Pension Plan: Good or Bad? A Comprehensive Review

by Holistic Leave a Comment | Filed Under: Insurance, Retirement Planning

Listen to this article Retirement is a time period where you can pursue your dreams at your own pace. You need a regular stream of income to power your dreams. And you will wish to maintain the same standard of living during your post-retirement period. ICICI Prudential offers Guaranteed Pension through one of their retirement […]

EPS 95: Higher Pension Scheme – Is it Good to Apply for Higher Pension Scheme or Not?

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article Employee Pension Scheme 1995, often known as EPS 95, is a social security program that was introduced on November 19, 1995, by the Employees’ Provident Fund Organization. After retirement, this program offers pension benefits to employees in the organized sector. The scheme is managed by EPFO, which also ensures that workers […]

Tata AIA Smart Annuity Plan Review: Is It a Good Investment Choice?

by Holistic 1 Comment | Filed Under: Retirement Planning

Listen to this article To have a worry-free retirement, you need to plan your finances properly so that you can truly enjoy your golden years. Will Tata AIA Smart Annuity Plan help you in leading a peaceful life during your golden years? This detailed review will help you in understanding the workings of the Tata […]

Max Life Guaranteed Lifetime Income Plan Review: Is It a Worthy Investment?

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article Financial Independence & comfortable lifestyle are common goals for all who are nearing retirement. Will Max Life Guaranteed Lifetime Income Plan (GLIP) help you to live your retirement life as you wish? Let us find out the answer in this detailed analysis. Table of Contents: 1.)What is Max Life Guaranteed Lifetime […]

Max Life Forever Young Pension Plan Review (2023): Is It a Good Investment Choice?

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article During your active prime years, you strive hard to provide the best lifestyle for your family. Maintaining the same lifestyle after Retirement is also important. Max Life Insurance offers a plan called the Forever Young Pension Plan to take care of your post-retirement corpus. You can even use our Retirement Planning […]

Bajaj Allianz Life Guaranteed Pension Goal Review (2023): Is It Worth Investing?

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article Retirement life is the second inning of our life. We need to stay financially prepared so that our lifestyle goals are not compromised in this phase of life. Will Bajaj Allianz Life Guaranteed Pension Goal Plan will help you to maintain your lifestyle? Let us take a deep look at this […]

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

Retirement Planning

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