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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

Liquid Funds vs. Company FDs: Which is the Best to Invest Your Emergency Fund?
Emergency funds are lifesavers. Literally! It is the only reason you need to park your Emergency Fund in the right investment instrument. But how do you find the right one? 3factors decide the right investment instrument: Principal Safety, Liquidity, and Return. And the dilemma is always between Liquid Funds and Company Fixed Deposits (Corporate FD).
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Popular Stock Market Indicators that Investors Use to Book Profit
The stock market is financial democracy in practice. Anyone can invest. Buying stock in the stock market is a matter of a click now. But the process that goes into choosing the right stock makes the difference. It will decide whether you become a successful investor or just a wannabe.
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NPS Vs. Equity Mutual Fund: Which is Better for Retirement Planning?
National Pension Scheme is undoubtedly the best investment instrument for retirement from the Govt. of India. It invests in Govt. bonds, corporate bonds, and equity schemes by evaluating your risk profile. The exposure to the equity market with the long lock-in period makes the right combination. It is ideal because equity investment is not a sprint;
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How Much Should You Invest From Your Monthly Income?
Discovering the world of personal finance can get overwhelming to many amateur investors. It’s like a river fish exploring the Pacific Ocean. “Start small” is a good piece of advice. But, then what? A lot of investors miss out on the chance of becoming a successful investor. It is because they are not sure how much to invest from their income.
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What Should Be The Percentage of Fixed Deposit Allocation in Your Portfolio?
“Diversification is an established tenet of conservative investment.” -Benjamin Graham Fixed Deposits—“the mother of safe investments”—play a significant role in portfolio diversification. But it is a fine line to walk for any investor. Your portfolio diversification has the power to mitigate investment risk or dilute your portfolio returns.
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REVIEWS

Shraddha Vasanth

(Testimonial given earlier in 2019) I found a consolidation of all my investments with Holistic Investment Planners. They are providing very good investment advice and safe planning for my…

(Testimonial given recently in 2020) Holistic Investment Planners providing expert advice and constantly updates about financial products. They have a friendly and very approachable team. If it wasn't them, then I would have been unsure about where to invest and how to plan for the future. But now I can see growth in my savings and investments, clarity over my financial goals. They help me to achieve my goals step-by-step. I have always received the best advice from Holistic about my investments. They also reply very promptly to my queries and also follow-up on the action points constantly. Their Staffs are also friendly and easily approachable. I would surely recommend Holistic Investment planners to anyone who needs an expert's help to plan their financial life. (Testimonial given earlier in 2019) I found a consolidation of all my investments with Holistic Investment Planners. They are providing very good investment advice and safe planning for my future dreams. I was unaware of the avenues to invest before my association with them. They always respond very promptly and very good follow up of the process. I will definitely recommend Holistic Investment to anybody who is interested. Holistic Investment has always helped promptly and provided the best advice. Achieving my financial dreams feels like a possibility once I started investing through Holistic. ................. (Testimonial given earlier in 2017) I’ve been associated with Holistic since January 2017 and it’s been a pleasurable experience! While I was broadly aware of the various financial products available, Holistic really helped me understand the nuances involved, prepared a financial plan that takes care of all my needs as well as execute the same in a seamless manner. The knowledge base, coupled with their friendly, proactive and transparent approach makes them very trust-worthy. While it would be too early to judge the financial performance of my investments, I do feel more financially secure. I would definitely recommend Holistic to my family and friends. Many thanks and best wishes to Holistic!

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Shraddha Vasanth Company Secretary, TUV Rheinland NIFE Academy Pvt Ltd

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.

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Viswesh Architect, Natraj and Venkat architects

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

Lokeshkumar

Initially, I hesitated to go with investment planners thinking they would push me towards insurance products. One of my colleagues introduced me to Holistic investment planners in 2011. Since then,…

Initially, I hesitated to go with investment planners thinking they would push me towards insurance products. One of my colleagues introduced me to Holistic investment planners in 2011. Since then, I have been using their comprehensive financial planning service. The company is doing an excellent job in guiding and implementing my Financial Plan. I have been getting inflation-beating returns based on their guidance on my investments. Interaction with the Holistic team is very easy, and they clearly understand our needs. I always recommend Holistic Investment to my friends and colleagues who are willing to make some investments.

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Lokeshkumar E Sub Divisional Engineer, Bharat Sanchar Nigam Limited

V Srinivasan

Hiring Holistic Investment Planners is my first step towards achieving my financial goals of life. Now, I can take fearless investment decision to meet the important goals in my life.…

Hiring Holistic Investment Planners is my first step towards achieving my financial goals of life. Now, I can take fearless investment decision to meet the important goals in my life. They provide me a detailed discussion about financial planning. It made the money to grow smartly instead of being idle in the savings account. “Fact Finder” is the main element in their professional work. They help me to make well planned investment decision through in-depth research and analysis is their service. Without their help, I would have been landed in risk and low return avenues. Investment decisions may not be successful if one goes by “Do it yourself” tips from online and friends. If you are thinking of hiring Holistic Investment Planners, then please go ahead confidently. It is the professional firm to be approached for proper investment planning by avoiding traditional mistakes of middle-class people. If it wasn’t them, confusions, fear, and the time delay would have made the investment decision far away for me.

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V Srinivasan Principal Geologist

Google Reviews

GOOD

44 reviews on

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.

Vaidy Subramanian

15. March, 2020.

Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which was translated into a financial plan which was then executed with the able assistance of financial advisors. Before I too 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 interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence.

V RANGARAJAN VENKATACHARI

3. March, 2020.

Waste company cheating fellows in taking employees. Eyewash company