Name: S.Sreenivasan
Item: Chennai
Rating: 5
Author: S.Sreenivasan

GET IN TOUCH WITH USYou 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

What Are The Suitable Investments for Returning NRI?
Coming back home is a special thing for every returning NRI. Working hard day in and day out in a foreign land for years to become financially well only adds to the joy. But any transition is troublesome. For any returning NRI, one of the biggest fears is adapting to the investment environment in India. There will be too many unanswered questions.
READ MORE ...

Has the Mutual Fund Investment Rule Changed Post Covid19 Crash?
“There are decades where nothing happens, and there are weeks where decades happen.” It is a quote from Vladimir Lenin, a revolutionary leader of Soviet Russia. Ironically, it describes the nature of the stock market very well. In 2020, the SENSEX crashed 38% in a matter of weeks. Many investors lost their years of investments.
READ MORE ...

Rental Income Vs. Equity Mutual Fund Investment
“Your house is not an asset!” —says Robert Kiyosaki in his book “Rich Dad Poor Dad.” He is one of the many millionaires who made a fortune out of rental income. And then there is Equity Mutual Fund investment. It has relatively lesser risk, better flexibility, and liquidity.
READ MORE ...

How Can Investors Manage Asset Allocation?
“Don’t Put All Your Eggs in One Basket” But how many eggs in each of the baskets? The answer is subjective. Finding the right balance between equity and debt investments is one thing. But maintaining that balance has always been a real challenge. It is almost like trying to solve a Rubik’s cube that is fighting back.
READ MORE ...

Nilesh Shah’s View on ESG Funds
A longstanding criticism against the free market economy is the concerns of exploitation by the organisations in it. A good organisation must aspire to give as much as it takes: be it its environment, the society around it, even with its governance. In the wake of such concerns—more importantly, Climate Change—came the ESG criteria.
READ MORE ...

VIEW MORE ARTICLES

REVIEWS

S.Sreenivasan

Holistic Investment Planners is a reliable organisation to entrust funds with our investments. They have a ready response to my concerns. Before I met them, I was in constant worry…

Holistic Investment Planners is a reliable organisation to entrust funds with our investments. They have a ready response to my concerns. Before I met them, I was in constant worry and tension. Now I have peace of mind in regard to the management of funds. Their personal interactions are very cordial and congenial.

Read More

S.Sreenivasan Retired

Dr.Alben Sigamani

I got to know of HOLISTIC investment Planners on CNBC TV, when they were awarded “The Best Performing Financial Advisor Award”. This was a time, when I was just beginning…

I got to know of HOLISTIC investment Planners on CNBC TV, when they were awarded “The Best Performing Financial Advisor Award”. This was a time, when I was just beginning to pay attention to the world of financial management, investment arenas and was contemplating the idea of having a financial advisor for myself. The concept of paying someone money to manage your own money was very alien to me. What I liked about registering with holistic planners was, that I was given an opportunity at first to better understand my personal financial management and get convinced about the benefits of having them on board. I had a one hour-long chat with Mr. Ramalingam, Director of Holistic Investment, to discuss my finances. It was a very cordial and warm discussion. I felt like I was talking to a friend about my personal finances and he, with no compulsion or marketing, was telling me about saving, investment, spending, using credit cards, risk management and insurance. After partnering with holistic, I felt a great transformation in the way I approached my finances. Till then, I had no clue about “cash flow”, investment options, mutual funds (though I had started a few SIPs, but was using it just like bank deposits), risk management etc. Today I feel confident in my life because, my life is adequately covered with a term insurance, my assets are protected for any untoward incidences and I have created a path toward wealth creation. That too wealth creation without having to stress myself out. The friendly advice provided to me by Mr. Rajan, my financial advisor at Holistic, his implementation plan (step by step with deadlines) and follow up was very useful for my transformation. I should admit that I have not been 100% compliant to their financial plan, largely because of my personal reasons, yet I feel assured that I have a highway that I can get onto and reach my goals. To anyone considering Holistic, I just have this to say to them. A man should have 3 good friends – a doctor who will treat his illness, a lawyer who can protect you when you are in trouble and a finance advisor who can help you manage your money. With holistic investment planners you are definite to find a friend….

Read More

Dr.Alben Sigamani Group Head - Clinical Research at Narayana Hrudayalaya Hospitals

Prasanna Muthukrishnan

I have all the confidence that the financial plan created by Holistic Investment will help my family successfully navigate retirement planning and kids education. It would help my family to achieve…

I have all the confidence that the financial plan created by Holistic Investment will help my family successfully navigate retirement planning and kids education. It would help my family to achieve the best results. I really love them for their fast responsiveness to my queries. I am impressed with their comprehensive financial plan, sound investment advice and good customer service. Their service is real value for money because they made me understand wrong investments won't yield good returns. And they also made me realise Fixed deposit interest will give less returns than good SIP in equity funds in the long term. I could have easily settled for the lesser FD returns if I have not used their service. Holistic Investment planners provides top notch quality services and offers the best value in personal financial planning. I am really impressed and satisfied with them.

Read More

Prasanna Muthukrishnan Lead Business Analyst, Aadhick Solutions Inc,

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.

Read More

A.Prabakaran Senior Manager - Operations

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.

Read More

CRL. NARASIMHAN ASSOCIATE EDITOR

Google Reviews

GOOD

43 reviews on

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!

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.

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.