Name: K R Ramani
Item: Chennai
Rating: 5
Author: K R Ramani

FREE FINANCIAL PLAN CONSULTATION

Consultation form

If you are human, leave this field blank.

Name *

Email *

Phone *

City *

Date to Discuss *

(DD/MM/YYYY)

Time to Talk *

Annual Income *

Requirement *

e.g Financial Planning Service

RECENT ARTICLES

NFO Review: ICICI Prudential Global Advantage Fund
The second largest and one of the top performing AMCs in India—ICICI Prudential Mutual Funds—has launched its New Fund Offer on 16 September 2019. The open-ended NFO issue is named “ICICI Prudential Global Advantage Fund”.
READ MORE ...

If you read ONE article on Mutual Fund, read this one [A complete Guide to Mutual Fund Investments])
Do you know the majority of people fail in investment due to a lack of investment knowledge? They think the investment is too complicated to understand and procrastinate forever to invest anywhere. But you have chosen to learn about investment;
READ MORE ...

Income tax Rules for NRI – Everything you need to know about NRI taxability and exemptions
The Indian diaspora is around 3 Crore. While it is only 2.25% of India’s population, their total wealth is estimated at USD1 trillion which is nearly over half of India’s GDP. The income of the Indian diaspora is estimated at USD 400 billion a year.
READ MORE ...

[Review] Mahindra Finance FD: Offers Up to 10.49% interest – Should you invest?
Current FD rates (w.e.f. 22nd August 2019) offered by Mahindra Finance are much higher compared to other banks’ FDs. In this post, we will look at the key insights of the FD Schemes of Mahindra Finance and review whether the FD investment offered by Mahindra Finance is worth investing or not?
READ MORE ...

Which Financial Information Can Destroy (or Save) Your Investments?- Discover Here!
“We generate 2.5 quintillion bytes of data every day” – Forbes Report 2018. Some of them can be the solution for your financial hurdles. However, seeing the amount of data generated, finding the right financial information will be like finding a needle in the haystack.
READ MORE ...

VIEW MORE ARTICLES

REVIEWS

K R Ramani
Portfolio : A collection of investments owned by the same individual or organization.
Will : legal declaration of how a person wish his/her possession to be disposed after their death
Investor : An investor is any party that makes an investment.
ESOPs : Employee stock ownership plan is a defined contribution plan, where the company gives an opportunity to their employers to hold their company’s share.
churning :An unethical practice where a broking firm Buy and/or sell too many stocks in their client’s account to increase their commission..
Risk Adjusted Return :It is a comparative tool, this is a process of comparing amount of risk involved in two investments producing same amount of return.
Capital Gain : Increase in the value of the asset, so you will get the gain only if you sell that asset..
A set of assets which an investor holds. This may contain equities, mutual funds, insurance and other cash equivalents.
The truth now is that there is a greater sense of financial security in my life. I have been taking the services of Holistic for the past many years. It…
The truth now is that there is a greater sense of financial security in my life. I have been taking the services of Holistic for the past many years. It can be said that the growth might have been less without their service.Their charges are minimal. They discuss and ascertain the view points , ideas and requirements of the client before giving their recommendations. This makes their service very relevant. I happily recommend anyone to take up their services to achieve financial goals confidently.
Read More
K R Ramani Retd –LIC of India

Joe Antony
“I started my relationship with Holistic as a SIP investor 13 years ago. Though I was not continuously investing through them in the beginning, they have maintained a good relationship…
"I started my relationship with Holistic as a SIP investor 13 years ago. Though I was not continuously investing through them in the beginning, they have maintained a good relationship and very patiently kept me reminding the need for investing and using money wisely. They are very hard working people who are ready to listen to you and clear your doubts. They can find out where exactly you are making mistakes and how you are leaking/wasting money. Last five years have been truly great for me after I decided to get into their financial planning program. I never thought I would be able to create such a corpus which is accountable, traceable, tax-effective, and fluidic in such a short time.I would not have done this on my own. I would strongly recommend Holistic for people who are too busy to spend time on investment planning."
Read More
Joe Antony Senior Technical Architect, Alten Calsoftlabs (p) Ltd

S.N.Subramanian
Holistic Investment Planners helped de-mystify financial planning for me! They provided financial planning & investment advice to me and I had an opportunity to interact with them on a number…
Holistic Investment Planners helped de-mystify financial planning for me! They provided financial planning & investment advice to me and I had an opportunity to interact with them on a number of occasions both via telephone and e-mail. The team at Holisitc is professional at all times but also very personable and knowledgeable and took care in collecting of relevant information. They provided a thorough and critical financial analysis with practical recommendations. Whenever I had questions or was unclear on an issue they were patient and accommodating. They followed up reliably and punctually. I would recommend Holistic to anyone looking for an unbiased opinion.
Read More
S.N.Subramanian CEO

Jagadesan. S
Though I had been employed overseas and saving considerably for nearly two decades, I did not have a clear idea of my future financial needs. Thanks to Holistic investment planners…
Though I had been employed overseas and saving considerably for nearly two decades, I did not have a clear idea of my future financial needs. Thanks to Holistic investment planners as they guided me with a clear financial plan, specific to my family situation. Now, I am a happily retired person and also more confident. Hand-holding approach during and after implementation of the plan indeed appreciable. The financial plan included current position, future needs, investing ideas to meet specific goals, legal compliance etc., The plan helped me to have exposure to different types of assets and at the same time to a well-balanced risk and reward portfolio. I wish the Holistic team all the best in their future endeavors.
Read More
Jagadesan. S Trivandrum-Kerala.

Kuthubuddin Mohamed Usman
Working with holistic investment planner’s Pvt Ltd has helped me to take more informed decision when it comes to personal finance. After joining with them I came to know more…
Working with holistic investment planner’s Pvt Ltd has helped me to take more informed decision when it comes to personal finance. After joining with them I came to know more about saving concepts, the importance of planning for the future, and need for yearly reviews. They are really good in understanding our requirements and make the customized financial plans. I am very much impressed in the way they keep touch with us. I would suggest them to anyone who needs to bring a disciplined way in the overall financial matters.
Read More
Kuthubuddin Mohamed Usman Reliability Engineer

Google Reviews

Holistic Investment Planners

4.6

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.

Next Reviews