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HOLISTIC INVESTMENT PLANNERS (P) LTD
10 /15, Second Cross Street,
Seethammal Extn.,
Teynampet,
Chennai – 600 018,
INDIA.

Phone : +91-44-24313227, +91-44-42030722
WhatsApp Enquiries : +918754536535

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REVIEWS

Prasanna Jayakumar

I am an Engineering professional. Initially, I thought Personal finance advisor is required only for the people who has more money & more properties like stars & big shots. They…

I am an Engineering professional. Initially, I thought Personal finance advisor is required only for the people who has more money & more properties like stars & big shots. They only need financial advisor to manage their assets. After discussion with Holistic investment, then I realized, it is important for everyone (middle class/upper middle class), irrespective of profession or current financial status. First impression the best impression. The way, the introduction given by them was wonderful, Because, what the client can expect, what are the benefits they can provide are very well explained in the first time itself. Even though it was lengthy session, it was worth. Managing money is an art, always it is important to have someone who is good in that. After taking support from Holistic Investments, I got a clear picture on my financial status, where I am currently, where I have to go and how to go about it. They are very good in customer support, especially, their professional way of setting up time and addressing the clarification points one to one is unique. Overall, I suggest everyone should be well aware of their personal finance. Whether the personal is big or small. Definitely Holistic Investment are good in that. No doubt about it.

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Prasanna Jayakumar Engineering Professional

Anurag Kumar

Clarity precedes success. After, closely working with Holistic Investment Planners, I now know what exactly are the actionable from my side in order to achieve my financial goals. Having a…

Clarity precedes success. After, closely working with Holistic Investment Planners, I now know what exactly are the actionable from my side in order to achieve my financial goals. Having a clear set of the goals is very important and what more important is getting a consultation with the current and future resource. I cannot quantify the cost, but definitely reaching my financial goals would be difficult if I wouldn't have taken the first step. It is the stepping stone towards achieving my financial goals. I enjoyed all my interactions with the Holistic team. For me, Holistic Investment Planners’ team is very professional and knowledgeable. Their work stream gives me the confidence in working with them again on an annual basis. I suggest Holistic Investment Planners for who are all seeking a financial planner help in planning and reaching out your goals.

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Anurag Kumar Senior Business Head

R.Sridharan

The long experience with Holistic Investment is really “Holistic”. Their approach has always been to understand the customer and meet the exact needs rather than looking at the benefits for…

The long experience with Holistic Investment is really “Holistic”. Their approach has always been to understand the customer and meet the exact needs rather than looking at the benefits for the investment company. The periodic investment course correction advise has been apt and on their own initiative. I am totally free of the burden of any worry with respect to the investment decision once the portfolio is handed over to them.

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R.Sridharan Director

R.Rangarajan

It has been a pleasant and learning experience to work with Holistic Investment planners since 2000. It is not only their prompt service, but their way of educating their clients,…

It has been a pleasant and learning experience to work with Holistic Investment planners since 2000. It is not only their prompt service, but their way of educating their clients, that makes them unique. I have been a Sporadic & Rash investor and holistic investment planners has helped me in honing my investment acumen. Their parental care of the best returns on our investment relieves lots of anxiety from our mind. In the present stream of Portfolio Managers, Holistic investment planners has been genuine and have the stamp of their own.

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R.Rangarajan Director

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

Google Reviews

Holistic Investment Planners

4.4

Based on 37 reviews

Vaidy Subramanian

04:15 15 Mar 20

Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which was... translated into a financial plan which was then executed with the able assistance of financial advisors. Before I too the help of Holistic Investment Planners I was unsure of my financial goals and had my investments spread over 25 different funds. But now I am sure about my goals and am confident that I am on the right path. They are systematic, thorough and meticulous. They are happy to explain any doubts or questions whatsoever whether it is regarding a fund category, or a specific fund's performance. They do not try to force a decision on anybody, rather they explain their rationale in a way one can understand and leave the decision in the hands of the client. My own knowledge level of MFs has increased thanks to interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence.read more

V RANGARAJAN VENKATACHARI

10:58 03 Mar 20

Waste company cheating fellows in taking employees. Eyewash company

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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