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RECENT ARTICLES

Why does Your Bank Want You to INVEST in Insurance Policies? [SECRETS EXPOSED]
While we are confused about making a life decision, what our elders usually say is “It’s better to bag some advice from the experts”. But that reminds me of one of the famous Warren Buffett’s ‘advice on taking advice’ – “Never ask a barber if you need a hair cut”.
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ULIP REVIEW: HDFC LIFE PROGROWTH PLUS (Updated for 2019)-Should You Buy?
Insurance is precautionary, Investments are progressive. ULIPs are apparently a fusion—they are insurance investments. But more often, a combination of products would nullify each other’s advantages. HDFC Life ProGrowth Plus is one such insurance plan that offers the insurers a Sum Assured as benefit or fund value on successful completion of policy term.
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HDFC Life Super Income Plan Review: Should you buy or not? [Updated for 2019]
HDFC Life Super Income Plan is a non-linked participating and limited pay money-back insurance plan. This plan comes with assured benefits and additional bonuses to plan the financial needs of an individual. Also, this insurance plan offers guaranteed income to the policyholder for a period of 8-15 years.
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Index Fund Investment: Should you avoid or invest?
The investment world is full of thousands of options to invest in. A new investor is merely aware of few funds or hot stocks, as they are discussed frequently in television and other social media channels. To understand various different types of Mutual Funds,
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Unpleasant Facts about Investing in INSURANCE PLANS: Secrets Revealed!
Since I’m into Personal Finance Management for quite a long time, an old friend of mine who’s a Software techie suddenly showed up from somewhere and asked me, “Hey pal, how are you?!” And I said, “Yeah man, I’m great. How are you doing?”
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REVIEWS

Rohit Deshmukh
(Testimonial given recently in 2018) I’ve been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of…
(Testimonial given recently in 2018)I've been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of my planner has enabled me to keep an eye on my financials and invest in the right debt/equity schemes. Without their support, I would have probably continued investing in an ad-hoc and under-informed manner, and wouldn't have struck the right balance to meet my requirements.I like their detailed planning, follow-through on actions and mid-term review. Their financial planners are always available to answer any queries and provide assistance on an ad-hoc basis throughout the year. Do not hesitate, go for it. The returns you'll get over time by following the financial plan will far outweigh the investment in hiring the services.Holistic follows a systematic process and facilitates the customers to have a good understanding and grip over their financials.................(Testimonial given earlier in 2016)I find Holistic Investment team very responsive and diligent. They attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan.It is very easy to work with them because the investments are linked to specific goals, and whenever I need a certain amount for any reason, I always approach them, and they advise me from which investment to withdraw/redeem. Similarly, in case of a surplus, they recommend an appropriate plan for it.The breakup between debt and equity has worked well, and I've never faced a situation where I am exiting from an equity investment at an inappropriate time due to an emergency. The short-term requirements have been well managed through the debt investments. Overall, Holistic Investment has been very cooperative and responsive to my needs.
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Rohit Deshmukh Operations Director- South Asia, Cochlear

Mohamed Azzad
After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of Holistic Investment Planners. Ever since, they…
After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of 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 goal, and they take the time to explain transactions in layman’s terms. If I didn’t meet them, I would have gone through too much of financial Risk.If you have planned to hire them to secure your financial life, then you are in safe hands. Because, they make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.
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Mohamed Azzad IT Manager, Poclain Hydraulics

Atul Kamat
(Testimonial given earlier in 2018) Holistic Investment Planners validated my financial position prior to moving from UAE to Goa, India & recommended Mutual Fund Investments effectively to achieve my planned goals.…
(Testimonial given recently in 2019) Holistic Investment Planners’ methodology of financial planning was in alignment to my own thought process. Their structured & scientific approach for detailed calculation makes the plan very clear.Financial planners’ independently validated my investment planning and asset allocation against financial goals. Expert advice from Holistic Investment Planners has a robust plan. They addressed gaps and identified areas of improvement.If I didn’t have met them, I might have potential gaps in planning in terms of having a robust plan which factors inflation. If you want to secure your future, Go ahead and hire them.They have award winning financial planning team!!Keep up the good work!!...................... (Testimonial given earlier in 2018) Holistic Investment Planners validated my financial position prior to moving from UAE to Goa, India & recommended Mutual Fund Investments effectively to achieve my planned goals.Without them, I would have made wrong MF Investments & that would have had a long-term impact on my goals.Their structured approach to financial planning has been helping me manage my personal finances well.Atul Kamat Project Consultant & Business Associate Al Khayyat Investments Dubai.
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Atul Kamat Consultant

Anurag Kumar
Clarity precedes success. After, closely working with Holistic Investment Planners, I now know what exactly are the actionable from my side in order to achieve my financial goals. Having a…
Clarity precedes success. After, closely working with Holistic Investment Planners, I now know what exactly are the actionable from my side in order to achieve my financial goals. Having a clear set of the goals is very important and what more important is getting a consultation with the current and future resource.I cannot quantify the cost, but definitely reaching my financial goals would be difficult if I wouldn't have taken the first step. It is the stepping stone towards achieving my financial goals.I enjoyed all my interactions with the Holistic team. For me, Holistic Investment Planners’ team is very professional and knowledgeable. Their work stream gives me the confidence in working with them again on an annual basis. I suggest Holistic Investment Planners for who are all seeking a financial planner help in planning and reaching out your goals.
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Anurag Kumar Senior Business Head

K.A.R.Subramaniam
We have been dealing with Mr.Rajan and his team at Holistic for the last 8 years. The entire team is very friendly; we always find his judgments and wisdom on…
We have been dealing with Mr.Rajan and his team at Holistic for the last 8 years. The entire team is very friendly; we always find his judgments and wisdom on investment issues to be very sound and future proof. We are very happy with the excellent service provided by Holistic Investment Planners. The professional quality of service extended to our needs is commendable. The prompt service of” Holistic Investment planners” made us to feel comfortable as they value people and their money and we currently have all our investments with them
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K.A.R.Subramaniam Deputy Director-Retd.

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.

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