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REVIEWS

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.

Haribaskaran

Holistic Investment Planners is following the way of systematic way of building corpus to achieve the financial goal with appropriate investment analysis of my requirement. Before I met them, I…

Holistic Investment Planners is following the way of systematic way of building corpus to achieve the financial goal with appropriate investment analysis of my requirement. Before I met them, I have no market knowledge for where to invest. Hence most of my fund was in FD which was getting less appreciation rate. This would have not been helped to achieve my requirement and put me at risk for the shortage of funds. I would thank Holistic Investment Planners for making better investment plan to achieve my goals as per the required time frame. So continued with their plan and it feels happier and thus relieves my financial worries. I like their way of studying my financial report & risk analysis. I would say "To lead a happy life in terms of financial get their proper guidance to reach your goals.” They follow up on investment, update the status of current market updates by email, and clarify the doubts on financial parts.

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Haribaskaran Engineer

Mudit Pandey

(Testimonial given earlier in 2017) Being a member of holistic group, now I can say that I became more confident about my future. My family is secure because of…

(Testimonial given recently in 2020) Holistic Investment Planners providing better financial planning. Now I have well planned financial life, health insurance for my family, and adequate savings for my short, medium and long term goals. They have a great team to work with. Their financial planning has a personal touch. If I have not met them, I might not have enough savings for the future and have no adequate life and health insurance. But now they created all-around financial coverage for me. They are always available to support and answer queries. ................. (Testimonial given earlier in 2017) Being a member of holistic group, now I can say that I became more confident about my future. My family is secure because of financial planning done by holistic investment planners. I could buy a house and a car because of accurate financial planning done by them. I am less worried about family’s future and medical emergencies. Also my loan burden is substantially reduced because of accurate and risk based planning done. All these transformations happened with the help of Holistic Investment Planners only. If I had not associated with them, incorrect investments would have caused losses, missing life insurance planning would have had my family’s future at risk and loan burden may have given me mental pressure. Personalized advise and 24/7 accessibility are the favorite part of working with them. Don’t think twice before you hire “Holistic investment planners”.I don’t know if they are the best but their financial planning strategy is the most complete one that I have known. They take care of our financial future with 100% perspective and help you save your time by not thinking on financial matters.

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Mudit Pandey Senior engineer. Standard Chartered.

Prasanna Muthukrishnan

I have all the confidence that the financial plan created by Holistic Investment will help my family successfully navigate retirement planning and kids education. It would help my family to achieve…

I have all the confidence that the financial plan created by Holistic Investment will help my family successfully navigate retirement planning and kids education. It would help my family to achieve the best results. I really love them for their fast responsiveness to my queries. I am impressed with their comprehensive financial plan, sound investment advice and good customer service. Their service is real value for money because they made me understand wrong investments won't yield good returns. And they also made me realise Fixed deposit interest will give less returns than good SIP in equity funds in the long term. I could have easily settled for the lesser FD returns if I have not used their service. Holistic Investment planners provides top notch quality services and offers the best value in personal financial planning. I am really impressed and satisfied with them.

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Prasanna Muthukrishnan Lead Business Analyst, Aadhick Solutions Inc,

Kuthubuddin Mohamed

After my association with Holistic Investment Planners, I have achieved considerable growth in my investment. If I have not hired them, I would not have taken advantage of the market…

After my association with Holistic Investment Planners, I have achieved considerable growth in my investment. If I have not hired them, I would not have taken advantage of the market investment because I don’t have enough knowledge and expertise in the markets. I appreciate their way of communication and their availability when I need their consultation and advice. If you are looking for financial planners for your investments and financial goals, then I encourage you to consider the option of hiring Holistic Investment Planners. They are experts in Financial Planning. They are planning in the present to reach the financial goals in the future. They are planning to fulfil future requirements.

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Kuthubuddin Mohamed Reliability Manager,Dubai Airports

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.