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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

RECENT ARTICLES

No Exception From Market Risks: What Should be the Ideal Fixed Income Asset in Your Portfolio?
You have heard it a thousand times. “Mutual funds are subject to market risks.” With a brief introduction to mutual funds, learning about equity mutual funds causes investors to have a wrong impression. “Debt mutual funds are safe.” But it is not anyone’s fault. It is a relativity trap, often called anchoring bias.
READ MORE ...

Investing a Lumpsum: How to do it the Right Way?
“Your bonus has been credited to your bank account” A message like this can make your day. It can even make your month good. If you are a salaried employee, you can relate to what I’m saying. Along with it, there are different ways you could have a lump sum amount in your hand. It could be the maturity sum of your fixed deposit. Or a gift from a loved one, anything.
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What if the Stock Market Crashes Days Before I Redeem for My Financial Goal?—The Safest Strategy to Exit the Market!
Imagine this. You are investing in an equity mutual fund scheme for 10years. It is for your kid’s college fund. Finally, the goal is here, and you need the fund in a couple of days. But the next morning, flash news: “SENSEX Crashes by 30%!” You take a look at the investment value of your fund.
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Trouble Analysing the IPO Offer Document? What Matters the Most While You Invest?
Every IPO creates a buzz in the stock market. “Is this the golden nugget of stocks?” No investor would want to miss out on that. “What if this company has the edge over its competitors?” It is a guaranteed industry leader and a wealth generator for investors. But how can you be sure?
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Right Time to Invest in Bitcoin/Cryptocurrency? Consider These Before You Do!
“The Currency of the Future” It is the unofficial tagline given to Bitcoin or any other cryptocurrency, for that matter. Bitcoin, Ethereum, Litecoin, Chainlink, Dogecoin, there are several cryptocurrencies. Even billionaire Elon Musk is openly supporting Dogecoin,
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REVIEWS

Sripada

I have been using the services of Holistic Investment planners since Aug, 2014.Before choosing them, the only financial tool which I know is either Bank FD/RDs or LIC. I didnt…

I have been using the services of Holistic Investment planners since Aug, 2014.Before choosing them, the only financial tool which I know is either Bank FD/RDs or LIC. I didnt know any other investment tool.But after choosing them, I understood how the investments only in bank FD/RDs will not make you wealthy. They helped me understood how the equity exposure to a portfolio will fetch higher returns. The main part which I liked most in their process is that the investments are all goal oriented.With their solid understanding of my current financial position, they are able to prepare a financial plan and helped me achieve my goals without burden.Their team is very professional. The best part is that they are always reachable via phone/e-mail.I am really impressed with the way how things are happening after choosing Holistic Investment planners. Now, I am having a real peace of mind as everything is going as per plan and they are always there to take care of the plan. I strongly recommend them to anyone who is really in need of a solid financial suggestion. I can bet , you will never regret the decision.

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Sripada Software Engineer,Cisco Systems

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

Sridhar Manirao

Holistic Investment Planners have helped me in doing an independent evaluation on my financial health status. I was impressed by their robust methodology that took me through the process and…

Holistic Investment Planners have helped me in doing an independent evaluation on my financial health status. I was impressed by their robust methodology that took me through the process and highlighting options to meet my financial goals. This involved multiple iterations of interactions both at a personal level and other channels. I found their financial consultants and other staff bring a personal touch and cordiality in these interactions, while at the same time maintaining a high level of professionalism. Beyond the financial assessment, Holistic has helped me keep track of the plan and providing unbiased recommendations on investments. I consult Holistic Investment Planners for all my investment decisions - be in investment in Mutual funds, Tax planning and others. Holistic also backs me up with their extremely prompt service with a user-friendly software to keep track of investments, on a real-time basis. Thank you, Holistic team.

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Sridhar Manirao COO, 1CloudHub

A.Prabakaran

I was provided with appropriate guidance with regard to my wealth planning and the same was completely taken care by Holistic Investments. I would not have had the clear picture…

I was provided with appropriate guidance with regard to my wealth planning and the same was completely taken care by Holistic Investments. I would not have had the clear picture and investment decisions if I had not worked with them. On working with them I was able to well plan my investments systematically to achieve my lifetime goal in regard to my family requirements. Customer friendly and queries answered on time are my favorite part of working with them. I would strongly recommend, as Holistic Investment Planners serves the people in desperate need for wealth planning.

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A.Prabakaran Senior Manager - Operations

Subramaniam Kasi

I have been dealing with Ramalingam and his team at holistic for the last 12+ years and I always find his judgement and wisdom on investment issues to be very…

I have been dealing with Ramalingam and his team at holistic for the last 12+ years and I always find his judgement and wisdom on investment issues to be very sound and future proof. The entire team is very friendly and passionate about the work they do for their clients. More importantly the view that the company takes on investment is prudent and stands the test of time - a rare quality in the murky world of finance and investing. I will most gladly recommend them to any potential or existing investor.

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Subramaniam Kasi Independent IT contractor

Google Reviews

NITHYA K

19. March, 2021.

Nagendra Kumar V.R

2. March, 2021.

It has been 5years since i started my SIP and i can comprehensively say HIP is backbone of my financial planning. Team HIP is always very supportive and their expertise is available for me always. Especially Mr.Ramalingam and Mr.Rajan are guiding me in a professional way to achieve my goals. I would appreciate them for maintaining a systematic approach for every year plan like collecting fact finders to understand any change in goal and for any new goals etc., conducting scheduled review meeting to track the progress of my investment and giving the feedback. If anyone wants help from experts for your financial planning Holistic is the right place, not because just rest assured...definitely return assured!!!! Regards Nagendra Kumar V.R

Rangeesh C

24. January, 2021.

srini vasan

24. January, 2021.

I am with Holistic Investment for several years now, they have helped me to streamline my investments Holistic is fundamentally created disciple of managing your investments in line with your goals Excellent guidance helped me to accomplish key goals on time Holistic is more than consulting – They are lifelong guide for the true financial freedom seekers

Pradeep Balaji

4. January, 2021.

I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.

Dilip Mohan

2. January, 2021.

I’ve been using their services for the last 5 years and they have never disappointed me even once. They provide really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I must especially appreciate Mr. T. Rajan for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio. I would recommend their services for anyone who wishes to have their finances handled. Kudos to your company and keep up the good work!

Maheswari S

2. December, 2020.

Sasikumar Kuppuswamy

21. November, 2020.

Having constant recommendations and periodic review is helping to understand our portfolio better.

Aslam Far

26. October, 2020.

For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.

Akash D

12. August, 2020.

Google rating score: 4.3 of 5,
based on 46 reviews.