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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

CRL. NARASIMHAN

Holistic Investment Planners have done a commendable job in helping me and my family to identify and plan investments. Their choice of funds and the specific schemes proved to be…

Holistic Investment Planners have done a commendable job in helping me and my family to identify and plan investments. Their choice of funds and the specific schemes proved to be very apt .Holistic Investment Planners is generally conservative, which in my context is to be seen as prudence. They are not at all "over aggressive" or over eager and plug for all and sundry schemes. Along with the rest of my family and a few others who have benefited from their advice, we wish their endeavour success and prosperity.

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CRL. NARASIMHAN ASSOCIATE EDITOR

Saikumar Nagarajan

Holistic Investment planners combine the right mix of market and financial knowledge with customer-centric financial planning. I have always found their Financial Planners to be very well informed, and have…

Holistic Investment planners combine the right mix of market and financial knowledge with customer-centric financial planning. I have always found their Financial Planners to be very well informed, and have never encountered any misselling from them. I believe I can count on them to have my best interests in mind when they make a recommendation.

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Saikumar Nagarajan Senior Executive,

Sundar C

When I started to work with Holistic Investment Planners, first of all, I was educated about financial planning, then I started systematic investment and now my investment return is growing.…

When I started to work with Holistic Investment Planners, first of all, I was educated about financial planning, then I started systematic investment and now my investment return is growing. They advised me to start systematic investments to achieve my financial goals. And from the experience of holistic, it is really rewarding. Maybe I might have failed in achieving my future plans if I didn’t follow their advice. They have very cordial staffs and they give me timely advice which helps me to achieve my financial goals. They ease my investment to live a stress-free financial life.

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Sundar C Doctor, Kauvery Hospital

Sumathi Gurumurthy

Will : legal declaration of how a person wish his/her possession to be disposed after their death

Our relationship with Holistic Investments since 2002, has been the innate sincerity in every interaction they have had. I am particularly impressed with the confidence they infuse in us that…

Our relationship with Holistic Investments since 2002, has been the innate sincerity in every interaction they have had. I am particularly impressed with the confidence they infuse in us that they are always there for us, an information bank of investment knowledge. They don't intrude or pressurize unnecessarily. Nevertheless, act very promptly when required. The way they have nurtured the relationship has made us avoid seeking any competitive portfolio managers and also compare cost of servicing. We appreciate quality has a price. We are also proud of the way they keep their self updated to service their customers and also of the attempts they make to share their knowledge with the public. Our best wishes to Holistic Investment Planners as an organisation and the team.

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Sumathi Gurumurthy Retired -Centre Head

Sripada

I have been using the services of Holistic Investment planners since Aug, 2014.Before choosing them, the only financial tool which I know is either Bank FD/RDs or LIC. I didnt…

I have been using the services of Holistic Investment planners since Aug, 2014.Before choosing them, the only financial tool which I know is either Bank FD/RDs or LIC. I didnt know any other investment tool.But after choosing them, I understood how the investments only in bank FD/RDs will not make you wealthy. They helped me understood how the equity exposure to a portfolio will fetch higher returns. The main part which I liked most in their process is that the investments are all goal oriented.With their solid understanding of my current financial position, they are able to prepare a financial plan and helped me achieve my goals without burden.Their team is very professional. The best part is that they are always reachable via phone/e-mail.I am really impressed with the way how things are happening after choosing Holistic Investment planners. Now, I am having a real peace of mind as everything is going as per plan and they are always there to take care of the plan. I strongly recommend them to anyone who is really in need of a solid financial suggestion. I can bet , you will never regret the decision.

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Sripada Software Engineer,Cisco Systems

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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