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RECENT ARTICLES

No Exception From Market Risks: What Should be the Ideal Fixed Income Asset in Your Portfolio?
You have heard it a thousand times. “Mutual funds are subject to market risks.” With a brief introduction to mutual funds, learning about equity mutual funds causes investors to have a wrong impression. “Debt mutual funds are safe.” But it is not anyone’s fault. It is a relativity trap, often called anchoring bias.
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Investing a Lumpsum: How to do it the Right Way?
“Your bonus has been credited to your bank account” A message like this can make your day. It can even make your month good. If you are a salaried employee, you can relate to what I’m saying. Along with it, there are different ways you could have a lump sum amount in your hand. It could be the maturity sum of your fixed deposit. Or a gift from a loved one, anything.
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What if the Stock Market Crashes Days Before I Redeem for My Financial Goal?—The Safest Strategy to Exit the Market!
Imagine this. You are investing in an equity mutual fund scheme for 10years. It is for your kid’s college fund. Finally, the goal is here, and you need the fund in a couple of days. But the next morning, flash news: “SENSEX Crashes by 30%!” You take a look at the investment value of your fund.
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Trouble Analysing the IPO Offer Document? What Matters the Most While You Invest?
Every IPO creates a buzz in the stock market. “Is this the golden nugget of stocks?” No investor would want to miss out on that. “What if this company has the edge over its competitors?” It is a guaranteed industry leader and a wealth generator for investors. But how can you be sure?
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Right Time to Invest in Bitcoin/Cryptocurrency? Consider These Before You Do!
“The Currency of the Future” It is the unofficial tagline given to Bitcoin or any other cryptocurrency, for that matter. Bitcoin, Ethereum, Litecoin, Chainlink, Dogecoin, there are several cryptocurrencies. Even billionaire Elon Musk is openly supporting Dogecoin,
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REVIEWS

Madhav Vaidyanath

I have been associated with Holistic Investment Planners for the last 6yrs and i would say i came to know about them as a novice in investing through my father…

I have been associated with Holistic Investment Planners for the last 6yrs and i would say i came to know about them as a novice in investing through my father who was a erstwhile client of Holistic. So technically i could call myself the second generation client of Holistic. Their approach then was more of a guide to sound investments. Over the last 6yrs, thanks to Mr.Ramalingam & his bunch of committed employees they have risen steadily to provide a complete range of services across the section of investors backed up by very sound industry knowledge and hands on experience. I was one of the first (if not the first) one to opt for Holistic's Financial Planning/Investment Advisory services and while it took some time to bring the same into practice (which as an investor needed very high financial discipline), but i can surely commit that i am seeing results. Their Sincere, streamlined approach to investing, cautiously mixing, reward & risk singles them out in this industry wherein commission & targets drive profits. One of the positive things that differentiates them is their willingness to listen to the investor and offer advice appropriately. I can confidently say that i have taken a correct decision as far as my investments are concerned. The effects of the downturn and treacherous markets have triggered the need for a reliable & able adviser and i would for sure suggest Holistic Investment Planners

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Madhav Vaidyanath Project Leader-Bank of America Merill Lynch

Prem Sridharan

For many years, I was not sure what and why we have to invest? And I always thought simple bank savings is enough. But I realized that in order to…

For many years, I was not sure what and why we have to invest? And I always thought simple bank savings is enough. But I realized that in order to achieve a few financial goals, there has to be a diversified portfolio to cover short and long term goals. Holistic helped me open my eyes to achieve these goals by investing in the right set of portfolios. There is still a long way to go for me but I am more confident that I can achieve some of them with constant feedback from Holistic. They help me to get to know how things work in financial markets and some of the basics. Their staffs I work with for planning and implementation are friendly and helpful. They are not pushy and they seem to lay the facts for us to make a decision. If I decided not to work with them, then I would have been blindfolded and may have found it very difficult to achieve my goals.

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Prem Sridharan Software Architect

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

Vasanthi Srinivasan

I have been associated with Holistic Investment Planners for the past eight years. From day one, I realized that they give top priority to good customer service. They talked to…

I have been associated with Holistic Investment Planners for the past eight years. From 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 the best service.

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Vasanthi Srinivasan

V. Ganesan

My association with Holistic Investment Planners Private Ltd started from the year 2004 after my retirement and I got the maximum benefit out of it. I really think this is…

My association with Holistic Investment Planners Private Ltd started from the year 2004 after my retirement and I got the maximum benefit out of it. I really think this is the best Financial information services available on the market and CNBC-TV18 has rightly awarded the best performing Financial advisor award of the year.

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V. Ganesan LARSEN & TOUBRO LIMITED

Google Reviews

NITHYA K

19. March, 2021.

Nagendra Kumar V.R

2. March, 2021.

It has been 5years since i started my SIP and i can comprehensively say HIP is backbone of my financial planning. Team HIP is always very supportive and their expertise is available for me always. Especially Mr.Ramalingam and Mr.Rajan are guiding me in a professional way to achieve my goals. I would appreciate them for maintaining a systematic approach for every year plan like collecting fact finders to understand any change in goal and for any new goals etc., conducting scheduled review meeting to track the progress of my investment and giving the feedback. If anyone wants help from experts for your financial planning Holistic is the right place, not because just rest assured...definitely return assured!!!! Regards Nagendra Kumar V.R

Rangeesh C

24. January, 2021.

srini vasan

24. January, 2021.

I am with Holistic Investment for several years now, they have helped me to streamline my investments Holistic is fundamentally created disciple of managing your investments in line with your goals Excellent guidance helped me to accomplish key goals on time Holistic is more than consulting – They are lifelong guide for the true financial freedom seekers

Pradeep Balaji

4. January, 2021.

I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.

Dilip Mohan

2. January, 2021.

I’ve been using their services for the last 5 years and they have never disappointed me even once. They provide really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I must especially appreciate Mr. T. Rajan for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio. I would recommend their services for anyone who wishes to have their finances handled. Kudos to your company and keep up the good work!

Maheswari S

2. December, 2020.

Sasikumar Kuppuswamy

21. November, 2020.

Having constant recommendations and periodic review is helping to understand our portfolio better.

Aslam Far

26. October, 2020.

For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.

Akash D

12. August, 2020.

Google rating score: 4.3 of 5,
based on 46 reviews.