Retirement Planning

NPS Multi Scheme Framework (MSF): How It Works, Who Should Use It, and Smart Fund Selection

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article When the Pension Fund Regulatory and Development Authority (PFRDA) announced the Multi Scheme Framework (MSF), the first reaction from many investors was predictable: Which pension fund will now give the highest return? But is that really what MSF is meant for? MSF is not a return-boosting product or a tactical upgrade […]

Edelweiss Life Saral Pension Plan: Good or Bad? An Insightful Review

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article Is the Edelweiss Life Saral Pension Plan truly a safe route to retirement security—or are there smarter pension alternatives you should consider first? Does the Edelweiss Life Saral Pension Plan actually guarantee peace of mind after retirement, or does it limit your flexibility when you need it most? Is the Edelweiss […]

Edelweiss Life Easy Pension Plan: Good or Bad? An Insightful ULIP Review

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article Is the Edelweiss Life Easy Pension Plan a reliable path to retirement comfort—or just another ULIP with hidden trade-offs? Does this Edelweiss Life Easy Pension Plan’s ULIP truly secure your post-retirement income, or does it leave too much dependent on future annuity rates? Are guaranteed loyalty additions enough to offset charges […]

8 Smart Moves to Build a Happy, Wealthy, and Worry-Free Retirement

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article What does retirement really mean to you? Is it the sound of waves replacing the sound of the morning alarm? Is it reading your favourite book in peace, traveling without checking work emails, or finally spending unhurried time with family? For many, retirement paints a picture of freedom — of time, […]

Ageas Federal Golden Years Pension Plan: Good or Bad? An Insightful ULIP Review

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article Is the Ageas Federal Golden Years Pension Plan truly the key to a worry-free retirement, or just another insurance product with promises on paper? Is this plan the golden gateway to lifelong income, or simply a polished version of a traditional pension product? Can the Ageas Federal Golden Years Pension Plan […]

How ₹1,550 a Month Can Secure ₹1 Crore for Retirement: The Power of Early Planning

by Holistic Leave a Comment | Filed Under: Retirement Planning

Listen to this article When you think about retirement, what comes to mind? Is it sipping tea in peace, traveling to places you always dreamed of, pursuing hobbies, or spending quality time with loved ones? Or does the thought trigger anxiety—about medical bills, inflation, or being financially dependent on others? The reality is that many […]

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.

NPS Multi Scheme Framework (MSF): How It Works, Who Should Use It, and Smart Fund Selection

Edelweiss Life Saral Pension Plan: Good or Bad? An Insightful Review

Edelweiss Life Easy Pension Plan: Good or Bad? An Insightful ULIP Review

8 Smart Moves to Build a Happy, Wealthy, and Worry-Free Retirement

Ageas Federal Golden Years Pension Plan: Good or Bad? An Insightful ULIP Review

How ₹1,550 a Month Can Secure ₹1 Crore for Retirement: The Power of Early Planning

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