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REVIEWS

V. Ganesan

My association with Holistic Investment Planners Private Ltd started from the year 2004 after my retirement and I got the maximum benefit out of it. I really think this is…

My association with Holistic Investment Planners Private Ltd started from the year 2004 after my retirement and I got the maximum benefit out of it. I really think this is the best Financial information services available on the market and CNBC-TV18 has rightly awarded the best performing Financial advisor award of the year.

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V. Ganesan LARSEN & TOUBRO LIMITED

NagendraKumar V R

I had some difficulty to execute my financial plans before working with Holistic. Now, I am on track to achieve my short term and long term financial goals. I have…

I had some difficulty to execute my financial plans before working with Holistic. Now, I am on track to achieve my short term and long term financial goals. I have learnt about the influence of inflation on financial planning, and I am balancing my daily needs with better control on future goals. I wouldn’t have planned my long-term goals properly, and perhaps would have lost faith in my ability to meet some of my dreams. Support and guidance provided by the executives are very professional and friendly. Choosing Holistic for my financial planning would be one of my best decisions in life for sure.

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NagendraKumar V R Deputy Manager, Fiat Chrysler Automobiles

Manoj Madaiya

(Testimonial given earlier in 2019) Holistic Investment Planners carried out a systematic study of my future needs and requirements. They formulated a plan in consultation with me to check…

(Testimonial given recently in 2020) Holistic Investment Planners are systematic, thorough and meticulous in their approach towards the research they carry out before providing financial advice. They helped me to develop clarity of thought in formulating my financial goals. They give me professional advice to invest in Mutual Funds having a good performance. Without them, my financials would not be organised. They have been constantly monitoring the progress and implantation of the recommended plan with regular updates, giving me a sense of peace and comfort. I would recommend Holistic Investment Planners to anyone interested in achieving financial independence. A professional organisation. Now I feel peace of mind knowing the investments made are in high performing funds. (Testimonial given earlier in 2019) Holistic Investment Planners carried out a systematic study of my future needs and requirements. They formulated a plan in consultation with me to check its suitability and thereafter helped me to execute this Financial Plan. When I look back over the past 5 years, this Financial Plan gives me confidence that I am heading in the right direction towards financial stability. The time lost in preparation for future goals is not going to come back. The earlier one starts the better. Holistic Investment Planners has helped me to organise my savings for Emergencies as well as towards preparation for Future requirements. They are well organised. They keep track of my investment portfolios and are ever ready to clear my doubts about the financial concepts of investments. My humble suggestion is, use the opportunity to engage with Holistic Investment Planners, discuss your requirements and observe first hand, how the professionals come up with interesting solutions. I liked working with Holistic Investment Planners as they have a professional approach, are open to suggestions and very much oriented towards customer satisfaction. (Testimonial given earlier in 2017) My association with Holistic Investment Planners has been for the past 3 years. Now, I am more focused on systematic savings and thanks to the guidance from Holistic Planners. I have also started to keep track of my expenses and plan a budget for the month. Always I had the thought of Life insurance and security of assets, but Holistic Planners were able to guide me and help me in accomplishing this. The correct advice from the team to secure the future by planning in the present is of immense value to me. Clarity in the concepts of Mutual Funds and its long term benefits were the favorite part. From my experience, I would like to say that Holistic Planners are one of the Best in the Field of Financial Planning, and one can rely on them without any second thought.

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Madhav Vaidyanath

I have been associated with Holistic Investment Planners for the last 6yrs and i would say i came to know about them as a novice in investing through my father…

I have been associated with Holistic Investment Planners for the last 6yrs and i would say i came to know about them as a novice in investing through my father who was a erstwhile client of Holistic. So technically i could call myself the second generation client of Holistic. Their approach then was more of a guide to sound investments. Over the last 6yrs, thanks to Mr.Ramalingam & his bunch of committed employees they have risen steadily to provide a complete range of services across the section of investors backed up by very sound industry knowledge and hands on experience. I was one of the first (if not the first) one to opt for Holistic's Financial Planning/Investment Advisory services and while it took some time to bring the same into practice (which as an investor needed very high financial discipline), but i can surely commit that i am seeing results. Their Sincere, streamlined approach to investing, cautiously mixing, reward & risk singles them out in this industry wherein commission & targets drive profits. One of the positive things that differentiates them is their willingness to listen to the investor and offer advice appropriately. I can confidently say that i have taken a correct decision as far as my investments are concerned. The effects of the downturn and treacherous markets have triggered the need for a reliable & able adviser and i would for sure suggest Holistic Investment Planners

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Madhav Vaidyanath Project Leader-Bank of America Merill Lynch

N.Maheshanand

My family had a very bad experience with our previous financial consultants. We have been associated with Holistic Investment Planners since 2001. They really made us feel comfortable that we…

My family had a very bad experience with our previous financial consultants. We have been associated with Holistic Investment Planners since 2001. They really made us feel comfortable that we currently have all our investments with them. They are methodical accurate and really holistic. We are saying this because they value people and their money and manage it meticulously. We would never use anyone else after using Holistic Investment Planners for years now.

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N.Maheshanand Sr. Business Development Executive

Google Reviews

Holistic Investment Planners

4.4

Based on 37 reviews

Vaidy Subramanian

04:15 15 Mar 20

Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which was... translated into a financial plan which was then executed with the able assistance of financial advisors. Before I too the help of Holistic Investment Planners I was unsure of my financial goals and had my investments spread over 25 different funds. But now I am sure about my goals and am confident that I am on the right path. They are systematic, thorough and meticulous. They are happy to explain any doubts or questions whatsoever whether it is regarding a fund category, or a specific fund's performance. They do not try to force a decision on anybody, rather they explain their rationale in a way one can understand and leave the decision in the hands of the client. My own knowledge level of MFs has increased thanks to interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence.read more

V RANGARAJAN VENKATACHARI

10:58 03 Mar 20

Waste company cheating fellows in taking employees. Eyewash company

Gopal R

15:18 27 Jun 19

Very professional organization. They are helping to build my financial profile for last five years. I have been... interacting with Srinivas and Jagadeesh. Both are knowledgeable and excellent professional. I am Highly recommending it.read more

Manoj Madaiya

18:26 25 Jun 19

It was been a really good experience for me to be associated with Holistic Investment Planners for the past 5 years.... They were able to understand the objectives that I had in mind and came up with a realistic plan to achieve it. They have been constantly monitoring the progress and implentation of the plan with regular updates, giving me a sense of peace and comfort on the progress made towards the much needed financial security.read more

VASANTHI SRINIVASAN

06:13 17 Jun 19

I have been associated with Holistic Investment Planners for the past 8 years, From the day one I realized that they... give top priority to good customer service. They talked to us patiently and understood our needs and gave us the best of plans for us to lead a comfortable retired life. They regularly kept us informed about how our Investments were performing. Now they have made it much easier for us to view our accounts with them, by giving us access to operate online. I see that the investment options chosen by them are well researched and are good performers thus giving us good returns. I sincerely thank them for their best service.read more

Govinda Rajulu

06:06 01 Jun 19

Holistic investment is really doing excellent job. They are customer friendly, quick response, easy to approach, good... followup, success rate and everything is very very best in chennai city. Thanks to Holistic Investment planners.read more

Prasanna Raaj Tirumala Venkateshwarlu

21:14 30 May 19

No second thoughts about it, for sure "Holistic" is the market leader in this space. They provide the best of the best... services. I am one of their happy customers....read more

R Udayakumar

07:23 29 May 19

My investment plan is wisely devised by Holistic and are in right direction .Thank you Holistic for your support.

Raja Durai

12:20 23 May 19

Before meeting them i used to be anxious of what life gonna throw at me. I am now with them for 6 years and i know... exactly what to expect of life. No more surprise :)read more

Kumar Narayanan

09:52 08 May 19

Holistic not only offering financial services they are also educating about mutual funds. Now I feel a peace of mind... because they are taking care of my investments.read more

Pramode Divakaran

08:27 26 Apr 19

Service is excellent and they are at your service whenever you need them

Mohamed Azzad

06:18 25 Apr 19

After having some problems and loss of trust in the financial company I was with, I was advised to talk to... Mr.Srinivasan (Holistic Investment Planners). Ever since, they have met and surpassed my expectations of working with financial advisor. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer questions and do the legwork and research to make sure that my investments and my life insurance are on track with my needs, and that I have an understanding of where my finances are headed. Holistic Investment Planners is an advising company I can trust to make wise recommendations based on wherever I’m at in my savings goals, and they take the time to explain transactions in layman’s terms. They make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.read more

Kandavel M

13:30 13 Apr 19

Holistic Investment is managing my mutual fund portfolio for more than 15 years now. I am simply investing in SIP... based on their recommendation. After 5 / 6 years of continuous investment, the investment appreciated at an average of 13 to 14% per annum and I am continuing SIP based on their advise. I know Mr. Ramalingam and Mr. Rajan since from the earlier days of inception. Their commitment and customer support in those earlier days are exemplary. Over the years it excelled leaps and bounds and today Holistic is one of the renowned name in the filed of financial investment. I am delighted and have no hesitation in recommending Holistic to one and all for healthy financial wealth.read more

Siva Kumar

10:45 05 Apr 19

Holistic Company offering Professional service and Very easy approachable.

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