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REVIEWS

Mohammed Yousuf

Holistic Investment Planners disciplined my investments and savings which I was not able to do without the support. Without them, it would have cost me much more than a monetary…

Holistic Investment Planners disciplined my investments and savings which I was not able to do without the support. Without them, it would have cost me much more than a monetary loss. They are not making any hasty decisions. Everything has a clear cut process and importantly Holistic keeps reminding me to check on my financial goals. This has helped a lot to keep track. There is a free 60 minutes counselling to understand and support you. You should work with this group on a long term basis to reach your goal. I would highly recommend it. Holistic Investment Planners is very humble and down to earth team, everyone is very respectful and calm in managing day to day affair. They go overboard in helping the customers.

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Mohammed Yousuf Operations Manager, RRD

Ramakrishna

After I started working with Holistic investment planners, I have a clear picture of where I stand financially and what I should be doing If I want to achieve my…

After I started working with Holistic investment planners, I have a clear picture of where I stand financially and what I should be doing If I want to achieve my financial goals.Without the advice of Holistic, my dreams would have been just that - dreams. I never thought I should be saving this much today to get there tomorrow.Before working with Holistic, I did not understand the returns of various investment products and I would not have put my money to optimal use.I would recommend anyone who is interested in savings to work with Holistic. With their sound knowledge and good support, investment plan becomes a breeze.Thank you Holistic investment planners for giving me directions.

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Ramakrishna Managing Director, First Title BPO

K.Sriram

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

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

Nellaiappan B

(Testimonial given earlier in 2018) I am pretty new to Financial planning. I have just started my journey. But the way Holistic Investment Planners gave the plan and their…

(Testimonial given recently in 2019) After my association with Holistic, now I have good peace of mind and I don’t need to worry about investments. They have a lot of patience for your queries and they would become another close friend who has strong financial knowledge. I like their professionalism and depth of their knowledge of financial. If it wasn’t them, I wouldn’t be a disciplined investor and that would have compelled me for unnecessary spending. If you are planning to work with them, then definitely, you will work with them for a long lasting relationship. ................. (Testimonial given earlier in 2018) I am pretty new to Financial planning. I have just started my journey. But the way Holistic Investment Planners gave the plan and their approach gave me a lot of confidence and peace of mind. Their Comprehensive financial planning is very clear and simple. Their interaction is very professional and caring. It is very much needed for a long time relationship. As I believe, Financial planning is not a product to buy it is a process. I am looking forward to having a knowledgeable & successful journey towards my financial freedom along with Holistic investments.

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Nellaiappan

Google Reviews

Jey S

24. September, 2021.

I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.

aksaswadkar

24. September, 2021.

I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.

Lionel Faber

16. September, 2021.

I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.

Sridhar

8. September, 2021.

Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.

Nitesh Agrawal

6. September, 2021.

I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)

Swetha Vasanth

6. September, 2021.

This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.

Joseph Mathias

6. September, 2021.

I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.

Srinvas Kannan

30. July, 2021.

I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.

Shivaram Andiappan Selvaraj

3. July, 2021.

I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.

Nellai B

26. June, 2021.

I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.

Google rating score: 4.4 of 5,
based on 61 reviews.