GET IN TOUCH WITH US
You can leave a message using the contact form below

Name *

Email *

Phone *

Subject *

Message *

reCAPTCHA

If you are human, leave this field blank.

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 : +919840764541

RECENT ARTICLES

Max Life Monthly Income Advantage Plan Review: Should You Buy?
Max Life Monthly Income Advantage Plan is a life insurance cum monthly income plan from Max Life Insurance. The policy promises to offer guaranteed monthly income till the end of the policy term and a Lumpsum on maturity. The promise looks attractive, but is the policy benefit as good?
READ MORE ...

An Unbiased Review: ICICI Pru Guaranteed Wealth Protector – Should You Buy?
A majority of our financial life is spent looking for opportunities to create wealth that will serve us for a lifetime. However, what’s equally important is to find investment instruments that can give capital protection
READ MORE ...

SBI Life Smart Privilege Plan (Review 2021)—Should You Buy?
The core desire or financial goal of every breadwinner is to provide for their family even in their absence. erlying fund earns @ 8% SBI Life Smart Privilege Plan is a unit-linked investment insurance plan (ULIP).
READ MORE ...

What is Smallcase Investing? Is it Better than Mutual Funds?
Sensex in India is more than 40 years old. Throughout these years, countless number of investors have tried a number of investment strategies to gain profits. In a long line of such strategies, the recent player is the Smallcase.
READ MORE ...

VIEW MORE ARTICLES

REVIEWS

Vaidyanathan

(Testimonial given earlier in 2019) My association with Holistic Investment Planners was a journey involving introspection on life goals and improving my financial literacy. They gave me clear formulation…

(Testimonial given recently in 2020) Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which were translated into a financial plan which was then executed with the able assistance of financial advisors. Before I took 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 the interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence. Please keep up the good work. ................. (Testimonial given earlier in 2019) My association with Holistic Investment Planners was a journey involving introspection on life goals and improving my financial literacy. They gave me clear formulation of financial plan to meet my objectives. And I am sure you will not regret it. They will help you become financially aware and achieve your financial goals. If I didn’t meet them, then I might be a person who waste his time and money, and not being able to meet my goals. Everything that Holistic did was thorough, professional and methodical. Starting from the formulation of the financial plan, followed by detailed analysis of existing investments, then a detailed step by step implementation plan along with reason(s)/justification, multiple discussions to clarify any doubts/questions, and periodic follow up from the team on implementation were some of the things I really liked. There was a lot of information and knowledge sharing and the decisions were put in context and I was made aware of the history and bigger picture behind those decisions, many of these discussions were directly with the Director & CEO of the firm who never hesitated to answer any doubts/questions that I might have had. It was a good two way discussion and I felt that my opinions and preferences were being taken into consideration. It has been one year and it has been a very good engagement so far and I am comfortable and confident of my decision and look forward to continuing with Holistic.

Read More

Vaidyanathan Design Engineer, Texas Instruments

Viswesh

After my association with Holistic Investment Planners, I learnt a lot about financial planning. For my every query, they give me a quick response. They are very professional in their…

After my association with Holistic Investment Planners, I learnt a lot about financial planning. For my every query, they give me a quick response. They are very professional in their work. If I did not meet them, I would have cost me a lot. They are Trustworthy partnership.

Read More

Viswesh Architect, Natraj and Venkat architects

Anand Vijaykumar

I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve…

I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve my financial goals. The Financial Advisor from Holistic spent considerable time understanding my goals and also advising me on the right approach to investments. Using financial research that Holistic had done, he was able to let me know which were the right mutual funds to invest in and allowed me to make the choice. The in-depth insights and clarity towards the markets helped me invest soundly.

Read More

Anand Vijaykumar Software Professional

Atul Kamat

(Testimonial given earlier in 2018) Holistic Investment Planners validated my financial position prior to moving from UAE to Goa, India & recommended Mutual Fund Investments effectively to achieve my planned goals.…

(Testimonial given recently in 2019) Holistic Investment Planners’ methodology of financial planning was in alignment to my own thought process. Their structured & scientific approach for detailed calculation makes the plan very clear. Financial planners’ independently validated my investment planning and asset allocation against financial goals. Expert advice from Holistic Investment Planners has a robust plan. They addressed gaps and identified areas of improvement. If I didn’t have met them, I might have potential gaps in planning in terms of having a robust plan which factors inflation. If you want to secure your future, Go ahead and hire them. They have award winning financial planning team!! Keep up the good work!! ...................... (Testimonial given earlier in 2018) Holistic Investment Planners validated my financial position prior to moving from UAE to Goa, India & recommended Mutual Fund Investments effectively to achieve my planned goals. Without them, I would have made wrong MF Investments & that would have had a long-term impact on my goals. Their structured approach to financial planning has been helping me manage my personal finances well. Atul Kamat Project Consultant & Business Associate Al Khayyat Investments Dubai.

Read More

Atul Kamat Consultant

Arun Selvakumar

It gives a feeling that financial part of my life is secured with the help of Holistic Investment Planners. In a short span i have built a “decent corpus” which…

It gives a feeling that financial part of my life is secured with the help of Holistic Investment Planners. In a short span i have built a "decent corpus" which otherwise i would have not. Also i am trying to educate people who work with me about financial planning. Feeling good that i have started early with you.

Read More

Arun Selvakumar Deputy Manager

Google Reviews

Jey S

24. September, 2021.

I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.

aksaswadkar

24. September, 2021.

I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.

Lionel Faber

16. September, 2021.

I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.

Sridhar

8. September, 2021.

Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.

Nitesh Agrawal

6. September, 2021.

I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)

Swetha Vasanth

6. September, 2021.

This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.

Joseph Mathias

6. September, 2021.

I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.

Srinvas Kannan

30. July, 2021.

I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.

Shivaram Andiappan Selvaraj

3. July, 2021.

I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.

Nellai B

26. June, 2021.

I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.

Google rating score: 4.4 of 5,
based on 61 reviews.