GET IN TOUCH WITH USYou can leave a message using the contact form below contact us

If you are human, leave this field blank.

Name *

Email *

Phone *

Subject *

Message *

reCAPTCHA

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 : +918754536535

RECENT ARTICLES

ICICI Pru iProtect Smart Policy: Critical & Expert Review for 2020
ICICI Pru iProtect Smart is a popular Term Insurance Policy, launched on 15th December 2015. Within 4 years this policy has gained a lot of popularity. But, is it really worth buying it? In this post, you will find a lot of inbuilt and optional features in this policy spread across its different variants.
READ MORE ...

How to Pick The Ideal Mediclaim Policy for Your Financial Plan?
Recently I posted an article on how your employer-provided health insurance leaves your financial plan vulnerable to uncertainties. If you haven’t read it yet, read: For Salaried Employees: Is Your Employer-Provided Health Insurance Foolproof?
READ MORE ...

For Salaried Employees: Is Your Employer-Provided Health Insurance Foolproof?
Any health crisis is a potential financial crisis. One of the thoughtful perks an employer can provide to their employees is the Health Insurance cover. It is a wonderful way of saying “you are a valuable resource to us”. But, ask yourself. Does it fit into your financial plan? Is it foolproof,
READ MORE ...

A Simplified Guide: How to Cover Yourself Prudently With Life Insurance?
When I say “Cover you with Life Insurance”, I do not mean a Herculean task. Not even a fraction of that. Unlike a financial plan, insurance planning—being a part of it—is a very simple and less demanding task, so that you can focus on your investments and capital growth.
READ MORE ...

3 Fixed Income Myths That Can Hold You Back from Reaching Your Financial Goals
You might have relied on fixed-income investments for a steady income along with your salary at some point in your life. You may even think that they are the safest bet to get returns in today’s volatile financial scenario. In this article, we will address some prevailing fallacies about fixed-income investments.
READ MORE ...

VIEW MORE ARTICLES

REVIEWS

Yogesh

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them,…

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them, and I feel my investment is fairly diversified now. Holistic investment planners helped me achieve three investment objectives - Goal based investment, portfolio diversification and discipline in investing. The quantitative and qualitative work that goes behind the assessment of mutual funds by Holistic is very structured. With so much information available on the web, it is easy to choose mutual funds on the basis of top performing funds. However, there is much more that goes being selection and proposing the fund which I find Holistic does quite well. Their financial plan is extremely comprehensive and detailed. The team in Holistic is available throughout the year to answer any questions. There is always an effort to reach out and provide timely information through specific articles and e-mails. I have not had the need to perform any follow up to date in the last two years in regards to any of my investments. I will highly recommend Holistic if you would like to do a fully fledged comprehensive financial plan for your financial life.

Read More

Yogesh Finance Project Manager

Hemanth

To have a plan is a key to success; Holistic Investment Planners did exactly that. They gave me a plan to meet my goals. I got started with them exactly…

To have a plan is a key to success; Holistic Investment Planners did exactly that. They gave me a plan to meet my goals. I got started with them exactly a year back and I am very comfortable with their planning and execution. I wouldn't know how to meet my future needs without a proper plan. Financial plan for me is an extremely risky situation and it could cost me all things I care dearly. If you are planning to hire them, then you are in great hands, they genuinely work with you to understand not only your goals but your thought about investment and devise a plan accordingly. They have a customer friendly team with quick response to queries over emails, phone calls, etc. I have always been received well by the Financial Planners and Customer Support Team; they indeed made it easy to get the ball rolling as I was starting for the first time into investments.

Read More

Hemanth Manager-McAfee

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,

Sundar C

When I started to work with Holistic Investment Planners, first of all, I was educated about financial planning, then I started systematic investment and now my investment return is growing.…

When I started to work with Holistic Investment Planners, first of all, I was educated about financial planning, then I started systematic investment and now my investment return is growing. They advised me to start systematic investments to achieve my financial goals. And from the experience of holistic, it is really rewarding. Maybe I might have failed in achieving my future plans if I didn’t follow their advice. They have very cordial staffs and they give me timely advice which helps me to achieve my financial goals. They ease my investment to live a stress-free financial life.

Read More

Sundar C Doctor, Kauvery Hospital

S.Milton & A.Daniel

We are very happy with the efficent and knowledgeable service provided by Holistic Investment Planners. They are approachable and responsive to our needs; and offer a commendable quality of service.…

We are very happy with the efficent and knowledgeable service provided by Holistic Investment Planners. They are approachable and responsive to our needs; and offer a commendable quality of service. We would gladly recommend them to anyone requiring a proactive and professional investment planning service.

Read More

S.Milton & A.Daniel EASA Counselling

Google Reviews

Holistic Investment Planners

4.5

Gopal R

15:18 27 Jun 19

Very professional organization. They are helping to build my financial profile for last five years. I have been interacting with Srinivas and Jagadeesh. Both are knowledgeable and excellent professional. I am Highly recommending it.read more

Manoj Madaiya

18:26 25 Jun 19

It was been a really good experience for me to be associated with Holistic Investment Planners for the past 5 years. They were able to understand the objectives that I had in mind and came up with a realistic plan to achieve it. They have been constantly monitoring the progress and implentation of the plan with regular updates, giving me a sense of peace and comfort on the progress made towards the much needed financial security.read more

VASANTHI SRINIVASAN

06:13 17 Jun 19

I have been associated with Holistic Investment Planners for the past 8 years, From the day one I realized that they give top priority to good customer service. They talked to us patiently and understood our needs and gave us the best of plans for us to lead a comfortable retired life. They regularly kept us informed about how our Investments were performing. Now they have made it much easier for us to view our accounts with them, by giving us access to operate online. I see that the investment options chosen by them are well researched and are good performers thus giving us good returns. I sincerely thank them for their best service.read more

Govinda Rajulu

06:06 01 Jun 19

Holistic investment is really doing excellent job. They are customer friendly, quick response, easy to approach, good followup, success rate and everything is very very best in chennai city. Thanks to Holistic Investment planners.read more

Prasanna Raaj Tirumala Venkateshwarlu

21:14 30 May 19

No second thoughts about it, for sure "Holistic" is the market leader in this space. They provide the best of the best services. I am one of their happy customers....read more

R Udayakumar

07:23 29 May 19

My investment plan is wisely devised by Holistic and are in right direction .Thank you Holistic for your support.

Raja Durai

12:20 23 May 19

Before meeting them i used to be anxious of what life gonna throw at me. I am now with them for 6 years and i know exactly what to expect of life. No more surprise :)read more

Kumar Narayanan

09:52 08 May 19

Holistic not only offering financial services they are also educating about mutual funds. Now I feel a peace of mind because they are taking care of my investments.read more

Pramode Divakaran

08:27 26 Apr 19

Service is excellent and they are at your service whenever you need them

Mohamed Azzad

06:18 25 Apr 19

After having some problems and loss of trust in the financial company I was with, I was advised to talk to Mr.Srinivasan (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 goals, and they take the time to explain transactions in layman’s terms. They make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.read more

Kandavel M

13:30 13 Apr 19

Holistic Investment is managing my mutual fund portfolio for more than 15 years now. I am simply investing in SIP based on their recommendation. After 5 / 6 years of continuous investment, the investment appreciated at an average of 13 to 14% per annum and I am continuing SIP based on their advise. I know Mr. Ramalingam and Mr. Rajan since from the earlier days of inception. Their commitment and customer support in those earlier days are exemplary. Over the years it excelled leaps and bounds and today Holistic is one of the renowned name in the filed of financial investment. I am delighted and have no hesitation in recommending Holistic to one and all for healthy financial wealth.read more

Siva Kumar

10:45 05 Apr 19

Holistic Company offering Professional service and Very easy approachable.

Next Reviews