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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

Rohit Deshmukh

I’ve been working with Holistic Investment since 2011. I have always found Holistic Investment team very responsive and diligent, and they attempt to understand the goals and objectives, or the…

I’ve been working with Holistic Investment since 2011. I have always found Holistic Investment team very responsive and diligent, and they attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan. I found it very easy to work with them, because the investments were linked to specific goals, and whenever I had a requirement for a certain amount for any reason, I always approach them, and they advise on which investment to withdraw/redeem from, and similarly, in case of a surplus, they recommend an appropriate plan for it. The breakup between debt and equity has worked well, and I’ve never faced a situation where I am exiting from an equity investment at an inappropriate time due to an emergency. The short term requirements have been well managed through the debt investments. Overall, Holistic Investment has been very co-operative and responsive to my needs, and I’ve had a very good association which I look forward to continue.

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Rohit Deshmukh Operations Director - South Asia , Cochlear

Mohamed Azzad

After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of Holistic Investment Planners. Ever since, they…

After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of 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 goal, and they take the time to explain transactions in layman’s terms. If I didn’t meet them, I would have gone through too much of financial Risk. If you have planned to hire them to secure your financial life, then you are in safe hands. Because, they make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.

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Mohamed Azzad IT Manager, Poclain Hydraulics

Saikumar Nagarajan

Holistic Investment planners combine the right mix of market and financial knowledge with customer-centric financial planning. I have always found their Financial Planners to be very well informed, and have…

Holistic Investment planners combine the right mix of market and financial knowledge with customer-centric financial planning. I have always found their Financial Planners to be very well informed, and have never encountered any misselling from them. I believe I can count on them to have my best interests in mind when they make a recommendation.

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Saikumar Nagarajan Senior Executive,

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.

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Arun Selvakumar Deputy Manager

Mudit Pandey

(Testimonial given earlier in 2017) Being a member of holistic group, now I can say that I became more confident about my future. My family is secure because of…

(Testimonial given recently in 2020) Holistic Investment Planners providing better financial planning. Now I have well planned financial life, health insurance for my family, and adequate savings for my short, medium and long term goals. They have a great team to work with. Their financial planning has a personal touch. If I have not met them, I might not have enough savings for the future and have no adequate life and health insurance. But now they created all-around financial coverage for me. They are always available to support and answer queries. ................. (Testimonial given earlier in 2017) Being a member of holistic group, now I can say that I became more confident about my future. My family is secure because of financial planning done by holistic investment planners. I could buy a house and a car because of accurate financial planning done by them. I am less worried about family’s future and medical emergencies. Also my loan burden is substantially reduced because of accurate and risk based planning done. All these transformations happened with the help of Holistic Investment Planners only. If I had not associated with them, incorrect investments would have caused losses, missing life insurance planning would have had my family’s future at risk and loan burden may have given me mental pressure. Personalized advise and 24/7 accessibility are the favorite part of working with them. Don’t think twice before you hire “Holistic investment planners”.I don’t know if they are the best but their financial planning strategy is the most complete one that I have known. They take care of our financial future with 100% perspective and help you save your time by not thinking on financial matters.

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Mudit Pandey Senior engineer. Standard Chartered.

Google Reviews

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.

aarti shetty

13. April, 2021.

Iv been using their service last 2yrs and I highly recommend Holistic Investment Planners coz the expert, trustworthy,professional planning,advise and support they provide has helped during the turbulent times seen last 2yrs and is essential for longterm financial health.

Jagdish S

28. March, 2021.

I have been availing financial advice from Holistics from the year 2014. Being an NRI at that time, I had a decent savings. The challange was how to put my savings in order to achieve my life's goals. Fortunately, I came to know of Holistics, who have been providing excellent service ever since I became their client. Their service includes initial gathering data from client, analysing current investment status, understanding our life goals and proposing investment category etc., with sound logic reasoning to meet the goals. At every step, say starting from collecting data, joint review, draft proposal, and final plan submission they surely exceed my expectation. I will not hesitate to recommend Holistics to anyone (in fact I have already) who are serious about their financial well being and wishes to have a proper and workable financial plan.

Balaji G

24. March, 2021.

Been engaged with Holistic for the last 7 years and I have been impressed by their knowledge and professionalism. In March 2020,I was panicking looking at my portfolio and talking to my friends.I called Mr.Ramalimgam who calmly assured me that there was no reason to cash out during a market fall. Looking back now,Iam thankful for the timely guidance from Holistic. Will definitely recommend them.

Deepan Chakravarthy

23. March, 2021.

Excellent in what they promise to deliver. Being out of the country, I have visited them only once and the rest has been taken care over email.

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

Google rating score: 4.3 of 5,
based on 51 reviews.