Financial Planning

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RECENT ARTICLES

What is Smallcase Investing? Is it Better than Mutual Funds?
Sensex in India is more than 40 years old. Throughout these years, countless number of investors have tried a number of investment strategies to gain profits. In a long line of such strategies, the recent player is the Smallcase.
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Understanding Risk & Return: A Webinar on Risk Adjusted Returns
How can I, as an investor, get risk adjusted returns? This is one of the questions every investor ponders upon. It is a good one because of the fact that an investor does not have control over returns but the risk. That being said, how can you go about it remains a complete mystery. How can you manage investment risk to get a decent return worth
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What is NFT? Why is it Getting a Lot of Attention?
In March 2021, Vignesh Sundaresan, a Singapore based entrepreneur bought ‘The First 5000 Days’ for $69 million. ‘The First 5000 Days’ is a digital art, and it is the world’s costliest NFT at present. It may be puzzling, why would someone pay $69 million for a digital art. But, for many, it is even more puzzling: what is NFT?
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Wealth Creation through Bluechip-A Webinar on Stock Market for Indian Investors
“The fear of the unknown is more dangerous than the fear of the known” It is probably the ideal example of how 2020 and 2021 has been, so far. When the pandemic hit, very little information was available about its impact. Among other things, it disrupted economic growth, in what was already called a “slow economy”. But the disruption was not specific to Indian market alone.
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A Stock Market Webinar For Beginners: The Lighthouse
In the world of personal finance, stock market investment itself is a vast ocean. Whether you get marooned in this ocean or see it as an ocean of opportunities is in your perspective. But as a beginner, or an amateur, where would you begin? What matters while investing in the stock market, and what doesn’t? You cannot try out every strategy there is to see which one works.
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REVIEWS

Kandavel M

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 to 6 years of…

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 to 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 advice. I know Mr. Ramalingam (Director and Chief Financial Planner) and Mr. Rajan (Director and Deputy Financial Planner) 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 Investment Planners is one of the renowned names in the field of financial investment. I am delighted and have no hesitation in recommending Holistic to one and all for healthy financial wealth.

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Kandavel M Private sector

Jagadesan. S

Though I had been employed overseas and saving considerably for nearly two decades, I did not have a clear idea of my future financial needs. Thanks to Holistic investment planners…

Though I had been employed overseas and saving considerably for nearly two decades, I did not have a clear idea of my future financial needs. Thanks to Holistic investment planners as they guided me with a clear financial plan, specific to my family situation. Now, I am a happily retired person and also more confident. Hand-holding approach during and after implementation of the plan indeed appreciable. The financial plan included current position, future needs, investing ideas to meet specific goals, legal compliance etc., The plan helped me to have exposure to different types of assets and at the same time to a well-balanced risk and reward portfolio. I wish the Holistic team all the best in their future endeavors.

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Jagadesan. S Trivandrum-Kerala.

Vijay Chacko

Initially I did not have any great clarity on Mutual Funds and was averse of investing in them. Gradually through meetings with Holistic representatives, they informed me of the advantages…

Initially I did not have any great clarity on Mutual Funds and was averse of investing in them. Gradually through meetings with Holistic representatives, they informed me of the advantages of investing in Mutual funds and removed most of my misgivings. Even then, I approached Mutual Funds from a tax saving, compulsory perspective rather than a wealth creating one. During a cash crunch I used to get irritated with the monthly SIP’s. But somehow I stuck on. And it is perhaps one of the wisest things I have done. A couple of years ago, faced with a huge payment towards a property purchase, I was wondering where to raise the funds from. During one of those moments, the monthly update from Holistic landed in my inbox. I used to barely glance at them previously and left them unopened. That day I opened my statement and was amazed to see the profit I had gained from my systematic investment. After conferring with Holistic, I withdrew some funds, easily met my obligation and had profits in reserve. Yes, it does go up and down, but I for one have witnessed, first-hand the benefit of saving in a Mutual Fund. In the recent past, I have often dipped into my mutual funds to meet some unforeseen expenses and it is invaluable to me. I would always recommend Holistic Investment to anyone who is willing to make some investments in Mutual Funds. They are sincere, practical and constantly available for discussions. They are also extremely professional and go the extra mile to take care of all your needs.

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Vijay Chacko Director

S.Rajadurai

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate…

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate my financial requirements as the most important to the least important and invest on achieving my goals accordingly. I need not spend time in monitoring the market or where to invest, instead it’s been done by a group of trusted professional whose advise I adhere. I have more time to think of my career and prepare on career development program. I know how much money I require before I retire and how to achieve that target. My tax planning is well organised, never could have said that before. Their customer service is superior. I can reach out to people and they are always polite to answer my queries. Also my friends at Holistic does not tell me where to invest and stop with that, they teach me why such decisions are made and they educate me on how financial planning is being done. The technology part is really good. I send mail and I get answers. I can see the investments made by me anytime online. I would have still been looking for a financial planner whom I could trust my money on if I have not worked with them. I would like to say “You got your moneys’ worth!” for someone thinking of hiring the services of holistic.

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S.Rajadurai Senior System Engineer

Dilip Mohan

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…

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!

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Dilip Mohan

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.