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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 : +919840764541

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REVIEWS

Hari Buddhiraju

It has been a wonderful and satisfying journey working with Holistic Investment since Mar 2014. Being a late starter on the journey of Financial Planning, it was satisfying to see…

It has been a wonderful and satisfying journey working with Holistic Investment since Mar 2014. Being a late starter on the journey of Financial Planning, it was satisfying to see the inquisitive approach of Holistic. The whole process of interaction and probing questions lead to identifying goals and then creating the plan was very satisfying. With their help, I had restructured the whole approach to refinancing the Home loan to moving from insurance to pure term insurance as well as starting health insurance and investing in Mutual funds. I found the team of Holistic trust worthy and professional in their approach. In fact I had recommended them to couple of my friends both in India and outside. I wish Holistic a better and sustainable growth.

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Hari Buddhiraju

Murali AJ

Holistic Investment Planners gave me the confidence to achieve my Life Goals. Their availability, patience and trust are my favourite part after I began to work with them. Their Customer…

Holistic Investment Planners gave me the confidence to achieve my Life Goals. Their availability, patience and trust are my favourite part after I began to work with them. Their Customer Orientation is their strength. They help by sharing of financial knowledge to their customers. 🙂 I would have worked with some other financial planners. But, I am not sure I would have found someone this flexible and supportive. If you are planning to hire them, then don’t think twice.

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Murali AJ Manager

CRL. NARASIMHAN

Holistic Investment Planners have done a commendable job in helping me and my family to identify and plan investments. Their choice of funds and the specific schemes proved to be…

Holistic Investment Planners have done a commendable job in helping me and my family to identify and plan investments. Their choice of funds and the specific schemes proved to be very apt .Holistic Investment Planners is generally conservative, which in my context is to be seen as prudence. They are not at all "over aggressive" or over eager and plug for all and sundry schemes. Along with the rest of my family and a few others who have benefited from their advice, we wish their endeavour success and prosperity.

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CRL. NARASIMHAN ASSOCIATE EDITOR

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

K.Sriram

Holistic Investment Planners bring to their work the two traits I believe are the most important for those working in the financial services sector: knowledge and integrity. By relying upon…

Holistic Investment Planners bring to their work the two traits I believe are the most important for those working in the financial services sector: knowledge and integrity. By relying upon Holistic Investment Planners, not only will you be guided toward the most intelligent choices given your particular circumstances, you will also be certain that your best interests are heard, understood and truly taken to heart

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K.Sriram Managing Director

Google Reviews

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.

HariBaskaran K

3. June, 2021.

I have been using their service for 2 years and I am happy for the investment plan build constructively & maintaining on right track to achieve the goals within specified timeline. The continuous follow up on reviewing the investment plan, supporting multiple times to answer our queries which shows their professionalism, experience & quality. Glad to continue relationship with them & Thanks for it!

Balasubramaniam Natarajan

15. April, 2021.

Holistic Investment Planners have helped me put together a proper financial plan for the first time in 2020. I felt that they made a difference by being transparent about their entire approach, not forcing me to buy products through them and helping me with the thought process. I have done one planning session and one review session and can see the value that I can get out of my dealings with them and really appreciate all of their knowledge and the commitment to their customers. Good show and look forward to continuing my relationship with them to help achieve my financial goals.

Google rating score: 4.4 of 5,
based on 59 reviews.