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RECENT ARTICLES

Employee Deposit Linked Insurance Scheme (EDLI): How can you benefit from it?
Do you know your EPF account, through its scheme called EDLI, provides you with the insurance cover up to Rs.6 Lacs?? In this scheme, you don’t have to invest a single dime from your pocket!! Yes, it is true… The Government of India has introduced the Employee Deposit Linked Insurance Scheme (EDLI) in 1976.
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All you wanted to know about Employee Pension Scheme (EPS)
EPS is a pension scheme made for the organized sector. All EPS members who have completed 9 years and 6 months of their service and have completed 58 years of service will get a pension through EPS Scheme. An employee, who is a member of EPF, will automatically become a member of EPS.
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Stock Market Continuously falls down! What should you do?
Sensex touched an all-time record high of 40312 on June 2019.. In just 3 months, now the market is down by 7%. A famous newpaper reported on 2nd Aug 2019… This recent alarming fluctuation in the Indian Stock Market seems to be really upsetting for the investors.
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Employee Provident Fund (EPF): A Complete & Comprehensive Guide
Are you a salaried employee curious to know how your monthly deduction from your salary is being utilized? Do you know, what are all benefits you can get from your EPF account? In this post, we are going to discuss in detail whether the investment in EPFs
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ULIP Review: ICICI Prudential Signature Plan – Is it Good or Bad?
Unit Linked Insurance Plans (ULIPs) have always been popular among people. They have some attention grabbing features such as: They combine the advantages of investment and insurance in a single plan. The benefit of Life Cover. As a result, your money is expected to grow,
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REVIEWS

S.Rajadurai

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate…

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate my financial requirements as the most important to the least important and invest on achieving my goals accordingly. I need not spend time in monitoring the market or where to invest, instead it’s been done by a group of trusted professional whose advise I adhere. I have more time to think of my career and prepare on career development program. I know how much money I require before I retire and how to achieve that target. My tax planning is well organised, never could have said that before. Their customer service is superior. I can reach out to people and they are always polite to answer my queries. Also my friends at Holistic does not tell me where to invest and stop with that, they teach me why such decisions are made and they educate me on how financial planning is being done. The technology part is really good. I send mail and I get answers. I can see the investments made by me anytime online. I would have still been looking for a financial planner whom I could trust my money on if I have not worked with them. I would like to say “You got your moneys’ worth!” for someone thinking of hiring the services of holistic.

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S.Rajadurai Senior System Engineer

Sreenivasan seetharaman

Association with Holistic investment planners pvt ltd really helped us in organizing our savings and also for optimizing the returns generated from the portfolio. There was some mental stress regarding…

Association with Holistic investment planners pvt ltd really helped us in organizing our savings and also for optimizing the returns generated from the portfolio. There was some mental stress regarding investment returns before working with holistic investment planners. But now a sense of better financial security has come in view of the organized investment planning. Congenial working style of Holistic personnel that helped in learning more about the nuances of investment opportunities. I would say to someone who is thinking of hiring Holistic Investment Planners as An organization with professional approach.

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Sreenivasan seetharaman Sr. Process Engineer

Abhinav Sethi.

I am writing this testimonial in support of Holistic Investment Planners and its team. I started using Holistic’s financial planning services in March 2015 and have been impressed by the…

I am writing this testimonial in support of Holistic Investment Planners and its team. I started using Holistic's financial planning services in March 2015 and have been impressed by the team's professional and methodical approach. I was assisted in listing down my goals and aspirations and a comprehensive financial plan was drawn up to help me achieve those goals. In the entire process I was consulted regularly and educated on the financial products I would be investing in. By availing of Holistic's financial planning service, I am now able to manage my income more efficiently and am more clear on how I can achieve my goals by investing correctly and in the right financial products.

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Abhinav Sethi. Proprietor, Seegreen Cosmetics.

Vaidyanathan

My association with Holistic Investment Planners was a journey involving introspection on life goals and improving my financial literacy. They gave me clear formulation of financial plan to meet my…

My association with Holistic Investment Planners was a journey involving introspection on life goals and improving my financial literacy. They gave me clear formulation of financial plan to meet my objectives. And I am sure you will not regret it. They will help you become financially aware and achieve your financial goals. If I didn’t meet them, then I might be a person who waste his time and money, and not being able to meet my goals. Everything that Holistic did was thorough, professional and methodical. Starting from the formulation of the financial plan, followed by detailed analysis of existing investments, then a detailed step by step implementation plan along with reason(s)/justification, multiple discussions to clarify any doubts/questions, and periodic follow up from the team on implementation were some of the things I really liked. There was a lot of information and knowledge sharing and the decisions were put in context and I was made aware of the history and bigger picture behind those decisions, many of these discussions were directly with the Director & CEO of the firm who never hesitated to answer any doubts/questions that I might have had. It was a good two way discussion and I felt that my opinions and preferences were being taken into consideration. It has been one year and it has been a very good engagement so far and I am comfortable and confident of my decision and look forward to continuing with Holistic.

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Vaidyanathan Design Engineer, Texas Instruments

K.Sriram

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

Fund : An amount of money saved or collected for a particular purpose

Return : Profit or loss derived from an investment

Capital Gain : Increase in the value of the asset, so you will get the gain only if you sell that asset..

Person(s) appointed by the account holder, to whom the securities/properties will be transferred in order to facilitate the transmission process among the legal heirs, in case of death of the owner of the security/property.

A set of assets which an investor holds. This may contain equities, mutual funds, insurance and other cash equivalents.

Holistic Investment Planners bring to their work the two traits I believe are the most important for those working in the financial services sector: knowledge and integrity. By relying upon…

Holistic Investment Planners bring to their work the two traits I believe are the most important for those working in the financial services sector: knowledge and integrity. By relying upon Holistic Investment Planners, not only will you be guided toward the most intelligent choices given your particular circumstances, you will also be certain that your best interests are heard, understood and truly taken to heart

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K.Sriram Managing Director

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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