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REVIEWS

Ramadurai Kothandaraman

(Testimonial given earlier in 2019) Holistic Investment Planners are disciplined in financial planning. They got good Certified Financial Planners who will not only create financial plan but also assist…

(Testimonial given recently in 2020) Holistic Investment Planners providing me a good comprehensive financial plan service. I like their professional approach. They are very trustable financial planners. If it wasn't them, I would have been indiscipline in my investments. ................. (Testimonial given earlier in 2019) Holistic Investment Planners are disciplined in financial planning. They got good Certified Financial Planners who will not only create financial plan but also assist me to implement. Now my financial future looks stable and achievable. If it wasn’t for them, I would be still hesitating to start the financial planning and investments. They are good at financial planning and giving proper guidance to achieve my goals. I will surely recommend Holistic Investment Planners to others. They are very professional and experts in their job, and trusted with your financial life. They are providing professional service. I like their professional ethics and systematic work. Their articles create knowledge and awareness of present market situations and are well detailed.

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Ramadurai Kothandaraman Sr. ENGINEER ,DEBAJ Industrial Services

Yogesh

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them,…

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them, and I feel my investment is fairly diversified now. Holistic investment planners helped me achieve three investment objectives - Goal based investment, portfolio diversification and discipline in investing. The quantitative and qualitative work that goes behind the assessment of mutual funds by Holistic is very structured. With so much information available on the web, it is easy to choose mutual funds on the basis of top performing funds. However, there is much more that goes being selection and proposing the fund which I find Holistic does quite well. Their financial plan is extremely comprehensive and detailed. The team in Holistic is available throughout the year to answer any questions. There is always an effort to reach out and provide timely information through specific articles and e-mails. I have not had the need to perform any follow up to date in the last two years in regards to any of my investments. I will highly recommend Holistic if you would like to do a fully fledged comprehensive financial plan for your financial life.

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Yogesh Finance Project Manager

Dilip Mohan

(Testimonial given earlier in 2018) I am getting excellent returns after I have started to work with Holistic Investment Planners. If it wasn’t them, I would have wasted my…

(Testimonial given recently in 2019) Holistic Investment Planners have been providing very professional service, honest opinions and great execution of financial plans. If I did not meet them, then I would have lost lots and lots of time which I could use productively. They have a solution for every financial need. They help me to plan my financial portfolio and appropriate investment. They help a great deal in shaping our financial futures. The planning and execution of details are sharp, and they provide honest and practical answers for all our financial questions. ................. (Testimonial given earlier in 2018) I am getting excellent returns after I have started to work with Holistic Investment Planners. If it wasn’t them, I would have wasted my time and also got fewer returns. They are always ready to help with any issues at any time. Go to them, they will save your precious time and help you to reach your financial dreams. They did not stop with investment ideas, they also help with procedures to execute your investment plan as well. Especially Mr. Rajan, (Director and Deputy Financial Planner) who is very polite, well-manner and offering realistic and positive help to several complex issues.

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Dilip Mohan Chief Data Scientist - cum- Mentor, Optimize Indian

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

Dr. Senthil kumar. T.S

One of my main concerns was finding the right person to take over my financial planning. Somebody who could understand how comfortable I felt about risky investments, what my retirement…

One of my main concerns was finding the right person to take over my financial planning. Somebody who could understand how comfortable I felt about risky investments, what my retirement goals were, and someone who could explain all the “techy” details of the different types of investments, so that I could make the right choices. I found all this in the Financial Advisor of Holistic Investment Planners and so much more. Their honest and open approach, make them easy to talk to, a must when discussing something as personal as finances. I have one less worry knowing, they are guiding me to a secure retirement. Their strong work ethics and desire to put their client’s best interests forward, have inspired an unwavering confidence that has grown over the years

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Dr. Senthil kumar. T.S Consultant Anesthesiologist

Google Reviews

GOOD

44 reviews on

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.

Vaidy Subramanian

15. March, 2020.

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.

V RANGARAJAN VENKATACHARI

3. March, 2020.

Waste company cheating fellows in taking employees. Eyewash company