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REVIEWS

N.Maheshanand

My family had a very bad experience with our previous financial consultants. We have been associated with Holistic Investment Planners since 2001. They really made us feel comfortable that we…

My family had a very bad experience with our previous financial consultants. We have been associated with Holistic Investment Planners since 2001. They really made us feel comfortable that we currently have all our investments with them. They are methodical accurate and really holistic. We are saying this because they value people and their money and manage it meticulously. We would never use anyone else after using Holistic Investment Planners for years now.

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N.Maheshanand Sr. Business Development Executive

S.N.Subramanian

Holistic Investment Planners helped de-mystify financial planning for me! They provided financial planning & investment advice to me and I had an opportunity to interact with them on a number…

Holistic Investment Planners helped de-mystify financial planning for me! They provided financial planning & investment advice to me and I had an opportunity to interact with them on a number of occasions both via telephone and e-mail. The team at Holisitc is professional at all times but also very personable and knowledgeable and took care in collecting of relevant information. They provided a thorough and critical financial analysis with practical recommendations. Whenever I had questions or was unclear on an issue they were patient and accommodating. They followed up reliably and punctually. I would recommend Holistic to anyone looking for an unbiased opinion.

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S.N.Subramanian CEO

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

D.Vergin Kumar

Before my retirement, I contacted Holistic Investment Planners to help me in managing my investments and planning for future financial security. With their guidance and advice, I could make proper…

Before my retirement, I contacted Holistic Investment Planners to help me in managing my investments and planning for future financial security. With their guidance and advice, I could make proper decisions and investments. After retirement, I have peace of mind regarding my finance. Without their help, I would have ended up losing money in the wrong investments and would have become unsecured. They gave me immediate and proper advice regarding 'all' my queries. I have seen many people who worked like me in the Gulf but have ended up struggling after retirement due to improper financial planning, decisions and investments. I will recommend Holistic Investment Planners to anyone who wants to manage their finances wisely. The relationship manager assigned to me is friendly and gives proper advice to make proper financial decisions.

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D.Vergin Kumar Radiographer, Ministry of Health.

P.R. Muralidharan

(Testimonial given recently in 2018) I have been associating with Holistic Investment for the past 10 years. I find them very professional, and they have a lot of market knowledge.…

(Testimonial given recently in 2018) I have been associating with Holistic Investment for the past 10 years. I find them very professional, and they have a lot of market knowledge. A common man like me needs good advice from the Investment Planners, and I get it from them. Previously, I used to invest in all the mutual funds without knowing what it is. My first interaction with Mr.Ramalingam, (Director & Founder of Holistic Investment Planners) made me understand how this market works and how Investment Planner is important for a common man. I make all my investments through them. They review each and every fund and give me advice about the changes that I need to do in my investments. They provide an excellent service to their customers. All their workers are taking care of their customers very well. I wish them good luck, and I am sure they will continue to provide an excellent service like they are doing now. ................ (Testimonial given earlier in 2015) I used to invest in each and every fund initially without knowing the background of the fund. Fifty percent of those funds were not giving the desired results at all. Investment advisor's from Holistic Investment Planners suggested major revamp on my investments which made my portfolio more profitable. They taught me how to invest and plan my investments in the long run. The cumulative effect that I get from my investments is really good. My investment is safe and I am getting a return of 15% to 18% on the investments that I have made so far. This is possible only because of the expert suggestions that I have got from Holistic Investment Planners. Their knowledge level on the mutual fund market and their advice to switch from under performing fund to a better fund to have greater returns are the best part I have considered after working with them. Without any hesitation, I would recommend Holistic Investment Planners. They are very loyal, knowledgeable and customer oriented. I am very impressed about this organization.

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P.R. Muralidharan HR Consultant

Google Reviews

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.

HariBaskaran K

3. June, 2021.

I have been using their service for 2 years and I am happy for the investment plan build constructively & maintaining on right track to achieve the goals within specified timeline. The continuous follow up on reviewing the investment plan, supporting multiple times to answer our queries which shows their professionalism, experience & quality. Glad to continue relationship with them & Thanks for it!

Balasubramaniam Natarajan

15. April, 2021.

Holistic Investment Planners have helped me put together a proper financial plan for the first time in 2020. I felt that they made a difference by being transparent about their entire approach, not forcing me to buy products through them and helping me with the thought process. I have done one planning session and one review session and can see the value that I can get out of my dealings with them and really appreciate all of their knowledge and the commitment to their customers. Good show and look forward to continuing my relationship with them to help achieve my financial goals.

Google rating score: 4.4 of 5,
based on 59 reviews.