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By Holistic

Trouble Analysing the IPO Offer Document? What Matters the Most While You Invest?

Every IPO creates a buzz in the stock market. “Is this the golden nugget of stocks?” No investor would want to miss out on that. “What if this company has the edge over its competitors?” It is a guaranteed industry leader and a wealth generator for investors. But how can you be sure? The first … Continue reading Trouble Analysing the IPO Offer Document? What Matters the Most While You Invest?

By Holistic

How to Come out of Past Financial Mistakes?

In 2019, an artwork named “Comedian” was sold for $1,20,000 in the US. Let me tell you what “Comedian” is… “Comedian” is just a banana duct-taped to a wall. From the whole incident, I learned two important things. One is that anything can be sold to people by creating a hype. No matter how absurd … Continue reading How to Come out of Past Financial Mistakes?

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Ali Asgar: Thanks for sharing this impressive blog.
K Varadarajan: It is very interesting. But unfortunately, I am 6...
varadarajan kasturi: Its very right. But selection of stocks is very im...
Prakash: Good technical inputs
Ramesh Chand: thanks for such a nice article

Google Reviews

NITHYA K

19. March, 2021.

Nagendra Kumar V.R

2. March, 2021.

It has been 5years since i started my SIP and i can comprehensively say HIP is backbone of my financial planning. Team HIP is always very supportive and their expertise is available for me always. Especially Mr.Ramalingam and Mr.Rajan are guiding me in a professional way to achieve my goals. I would appreciate them for maintaining a systematic approach for every year plan like collecting fact finders to understand any change in goal and for any new goals etc., conducting scheduled review meeting to track the progress of my investment and giving the feedback. If anyone wants help from experts for your financial planning Holistic is the right place, not because just rest assured...definitely return assured!!!! Regards Nagendra Kumar V.R

Rangeesh C

24. January, 2021.

srini vasan

24. January, 2021.

I am with Holistic Investment for several years now, they have helped me to streamline my investments Holistic is fundamentally created disciple of managing your investments in line with your goals Excellent guidance helped me to accomplish key goals on time Holistic is more than consulting – They are lifelong guide for the true financial freedom seekers

Pradeep Balaji

4. January, 2021.

I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.

Dilip Mohan

2. January, 2021.

I’ve been using their services for the last 5 years and they have never disappointed me even once. They provide really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I must especially appreciate Mr. T. Rajan for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio. I would recommend their services for anyone who wishes to have their finances handled. Kudos to your company and keep up the good work!

Maheswari S

2. December, 2020.

Sasikumar Kuppuswamy

21. November, 2020.

Having constant recommendations and periodic review is helping to understand our portfolio better.

Aslam Far

26. October, 2020.

For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.

Akash D

12. August, 2020.

Google rating score: 4.3 of 5,
based on 46 reviews.