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RECENT ARTICLES

Employee Deposit Linked Insurance Scheme (EDLI): How can you benefit from it?
Do you know your EPF account, through its scheme called EDLI, provides you with the insurance cover up to Rs.6 Lacs?? In this scheme, you don’t have to invest a single dime from your pocket!! Yes, it is true… The Government of India has introduced the Employee Deposit Linked Insurance Scheme (EDLI) in 1976.
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All you wanted to know about Employee Pension Scheme (EPS)
EPS is a pension scheme made for the organized sector. All EPS members who have completed 9 years and 6 months of their service and have completed 58 years of service will get a pension through EPS Scheme. An employee, who is a member of EPF, will automatically become a member of EPS.
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Stock Market Continuously falls down! What should you do?
Sensex touched an all-time record high of 40312 on June 2019.. In just 3 months, now the market is down by 7%. A famous newpaper reported on 2nd Aug 2019… This recent alarming fluctuation in the Indian Stock Market seems to be really upsetting for the investors.
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Employee Provident Fund (EPF): A Complete & Comprehensive Guide
Are you a salaried employee curious to know how your monthly deduction from your salary is being utilized? Do you know, what are all benefits you can get from your EPF account? In this post, we are going to discuss in detail whether the investment in EPFs
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ULIP Review: ICICI Prudential Signature Plan – Is it Good or Bad?
Unit Linked Insurance Plans (ULIPs) have always been popular among people. They have some attention grabbing features such as: They combine the advantages of investment and insurance in a single plan. The benefit of Life Cover. As a result, your money is expected to grow,
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REVIEWS

Mahesh Parameswaran

Holistic Investment Planners cleared the cloud in my mind on planning my personal investments. They are planning ahead for life goals with a discipline, and conservative / balanced approach. I…

Holistic Investment Planners cleared the cloud in my mind on planning my personal investments. They are planning ahead for life goals with a discipline, and conservative / balanced approach. I think it is difficult to put a value of my loss, if I wouldn’t meet them. I trust them because of their unbiased recommendations, conservative approach while maximizing returns customised to suit to individuals goals. They are trusted professional when it comes to your financial life. They are giving timely response and they respect timelines.

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Mahesh Parameswaran Sr.Director,Falcon group

Kuthubuddin Mohamed Usman

Will : legal declaration of how a person wish his/her possession to be disposed after their death

In terms of money. Relating to money.

It is a right on a property, against transferring it to another person. You cannot transfer any property till it is free from encumbrance.

Working with holistic investment planner’s Pvt Ltd has helped me to take more informed decision when it comes to personal finance. After joining with them I came to know more…

Working with holistic investment planner’s Pvt Ltd has helped me to take more informed decision when it comes to personal finance. After joining with them I came to know more about saving concepts, the importance of planning for the future, and need for yearly reviews. They are really good in understanding our requirements and make the customized financial plans. I am very much impressed in the way they keep touch with us. I would suggest them to anyone who needs to bring a disciplined way in the overall financial matters.

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Kuthubuddin Mohamed Usman Reliability Engineer

Commander N Balasubramanian

Will : legal declaration of how a person wish his/her possession to be disposed after their death

Return : Profit or loss derived from an investment

Par Value or Face Value is the rate stated by the issuer. This is the value mentioned in the face of the certificate.

It is a set of principles which governs a system or a set of people.

I have had a very fruitful association with Holistic Investment Planners since 2011. Earlier, had been making investments with whatever little information was available, but made no worthwhile financial progress.…

I have had a very fruitful association with Holistic Investment Planners since 2011. Earlier, had been making investments with whatever little information was available, but made no worthwhile financial progress. Fortunately, Coming into contact with Holistic Investment Planners, helped immensely in reorganizing and planning investments, setting up financial goals and bring in financial discipline in working towards achieving financial freedom. A financial plan in place and a long term methodology worked out, accompanied by yearly and half yearly reviews by the Planners has given mental peace, non botheration of the state of the markets and confidence in facing the future. It has been a pleasure interacting with the team of Holistic investment who are always accessible and ever ready to respond to your queries in an unbiased and professional manner with the interest of the client always at heart. I wish I had come into contact with them much earlier. I would like to strongly recommend Holistic Investment Planners to anyone who is interested in bringing Financial Discipline and Growth in their lives.

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Commander N Balasubramanian Naval Veteran & Marine Consultant

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 B Manager, Cognizant Technology Solutions

Abhinav Sethi.

I am writing this testimonial in support of Holistic Investment Planners and its team. I started using Holistic’s financial planning services in March 2015 and have been impressed by the…

I am writing this testimonial in support of Holistic Investment Planners and its team. I started using Holistic's financial planning services in March 2015 and have been impressed by the team's professional and methodical approach. I was assisted in listing down my goals and aspirations and a comprehensive financial plan was drawn up to help me achieve those goals. In the entire process I was consulted regularly and educated on the financial products I would be investing in. By availing of Holistic's financial planning service, I am now able to manage my income more efficiently and am more clear on how I can achieve my goals by investing correctly and in the right financial products.

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Abhinav Sethi. Proprietor, Seegreen Cosmetics.

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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