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REVIEWS

Subramaniam Kasi
I have been dealing with Ramalingam and his team at holistic for the last 12+ years and I always find his judgement and wisdom on investment issues to be very…
I have been dealing with Ramalingam and his team at holistic for the last 12+ years and I always find his judgement and wisdom on investment issues to be very sound and future proof. The entire team is very friendly and passionate about the work they do for their clients. More importantly the view that the company takes on investment is prudent and stands the test of time - a rare quality in the murky world of finance and investing. I will most gladly recommend them to any potential or existing investor.
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Subramaniam Kasi Independent IT contractor

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,

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

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

Rohit Deshmukh
(Testimonial given recently in 2018) I’ve been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of…
(Testimonial given recently in 2018)I've been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of my planner has enabled me to keep an eye on my financials and invest in the right debt/equity schemes. Without their support, I would have probably continued investing in an ad-hoc and under-informed manner, and wouldn't have struck the right balance to meet my requirements.I like their detailed planning, follow-through on actions and mid-term review. Their financial planners are always available to answer any queries and provide assistance on an ad-hoc basis throughout the year. Do not hesitate, go for it. The returns you'll get over time by following the financial plan will far outweigh the investment in hiring the services.Holistic follows a systematic process and facilitates the customers to have a good understanding and grip over their financials.................(Testimonial given earlier in 2016)I find Holistic Investment team very responsive and diligent. They attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan.It is very easy to work with them because the investments are linked to specific goals, and whenever I need a certain amount for any reason, I always approach them, and they advise me from which investment to withdraw/redeem. Similarly, in case of a surplus, they recommend an appropriate plan for it.The breakup between debt and equity has worked well, and I've never faced a situation where I am exiting from an equity investment at an inappropriate time due to an emergency. The short-term requirements have been well managed through the debt investments. Overall, Holistic Investment has been very cooperative and responsive to my needs.
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Rohit Deshmukh Operations Director- South Asia, Cochlear

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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