Name: Dilip Mohan
Item: Chennai
Rating: 5
Author: Dilip Mohan

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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

Dilip Mohan

Working with Holistic Investment Planners helped me chart out my financial needs clearly. Not only that but also provided me the clarity in terms of channelizing my investments in proper…

Working with Holistic Investment Planners helped me chart out my financial needs clearly. Not only that but also provided me the clarity in terms of channelizing my investments in proper instruments and getting out the expected results at appropriate times. It gave me so much of time in my life to focus on developing myself and go after my pursuits with confidence. Plus better returns, of course. It’s difficult to put a quantitative value if I had not worked with this team. But, I could say that I’d definitely have not got the quality of life that I have now. The way they respond to my requests immediately and come up with suitable solutions is fascinating. And the respect they provide to me, as a customer, is extremely satisfying. They really are doing their work professionally and help us to get what we need, in terms of managing our finances.

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Dilip Mohan Senior Associate, Risk Analytics, IFMR Capital

Ramadurai Kothandaraman

Holistic Investment Planners are disciplined in financial planning. They got good Certified Financial Planners who will not only create financial plan but also assist me to implement. Now my financial…

Holistic Investment Planners are disciplined in financial planning. They got good Certified Financial Planners who will not only create financial plan but also assist me to implement. Now my financial future looks stable and achievable. If it wasn’t for them, I would be still hesitating to start the financial planning and investments. They are good at financial planning and giving proper guidance to achieve my goals. I will surely recommend Holistic Investment Planners to others. They are very professional and experts in their job, and trusted with your financial life. They are providing professional service. I like their professional ethics and systematic work. Their articles create knowledge and awareness of present market situations and are well detailed.

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Ramadurai Kothandaraman Sr. ENGINEER ,DEBAJ Industrial Services

Muralidharan S

Before I met Holistic Investment Planners, my investment was in a scattered manner in different Demat accounts. They suggested investing in debt funds which helped me gain more returns than…

Before I met Holistic Investment Planners, my investment was in a scattered manner in different Demat accounts. They suggested investing in debt funds which helped me gain more returns than investing in bank FDs. Or else I would have kept the money in FDs which would have resulted in lesser yield and more tax burden. Now I could bring every investment under a common platform both for my wife and myself. I opted for the retirement planning after gaining confidence in their approach to investments along with customer inputs. Since I could not devote my time to the investment planning, I was looking for the investment planners whom I could rely upon and advice based on the market conditions. I would have lost money if I had invested more on the equity funds without the support of Holistic Investment Planners. I like their Customer-centric approach and they are providing more friendly service. I have already recommended Holistic Investment Planners to one of my colleagues.

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Muralidharan S Ashok Leyland Ltd, Assistant General Manager.

Dr.B.Krishnamurthy

As a Critical Care Physician I practice ‘Holistic Medicine’ every day. I expect my financial advisors to do the same. Holistic Investments do exactly that: they listen to my request,…

As a Critical Care Physician I practice ‘Holistic Medicine’ every day. I expect my financial advisors to do the same. Holistic Investments do exactly that: they listen to my request, research the market, and match it to my needs and financial health and advice me accordingly. I like them because they cater to my needs and not make me accept advice that suits their needs!!

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Dr.B.Krishnamurthy KAVERI CLINIC

S.Milton & A.Daniel

We are very happy with the efficent and knowledgeable service provided by Holistic Investment Planners. They are approachable and responsive to our needs; and offer a commendable quality of service.…

We are very happy with the efficent and knowledgeable service provided by Holistic Investment Planners. They are approachable and responsive to our needs; and offer a commendable quality of service. We would gladly recommend them to anyone requiring a proactive and professional investment planning service.

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S.Milton & A.Daniel EASA Counselling

Google Reviews

Holistic Investment Planners

4.5

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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