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Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

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Financial Planning

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In our company name “Holisticinvestment.in”, ‘Holistic’ stands for “COMPLETE and COMPREHENSIVE”.

The financial planning service which we offer is REALLY complete and comprehensive.Our financial planning package includes the following 7 services:

Financial Plan Construction

Financial Plan Construction

We take into account the total income from various sources of your family. We project this income by assuming a growth rate of your income (based on your past experience). Then we take into account the total expenses of your family and project the same with assumed rate of inflation and the growth rate of increased spending due to lifestyle changes.

Like this, we project your income and expenses till your retirement and arrive at the available surplus to save year after year. Then we will find out the possibility of achieving your financial goals (like child higher education, wedding, buying a home, car, international vacation and retirement) with the projected savings. If it is possible then we proceed for the final financial plan construction.

If it is not possible to achieve all your goals with the projected savings, we will come out with the alternative suggestions like retiring later, postponing some of your goals, having a better increment rate for your income, reducing the goal values and so on. Based on the chosen alternative, we will construct the final plan.

free financial consulation
Risk Mangament

 Risk Management

Under risk management, we cover certain precautious measures like creation of emergency reserve, the life insurance coverage required, medical insurance coverage required, and the protection against your existing assets.

Existing Portfolio Revamp

Existing Asset mix Analysis

We study all your existing investment asset mix and find out, to what extent, these investment asset mix will support your financial goals. Is there any better alternative?

FRESH ASSET ALLOCATION PLAN

Investment Plan & Tax Plan

We will create an asset allocation plan for the projected savings of the first year. This asset allocation plan will take guidelines from the final financial plan. We will suggest you how to diversify and invest your savings under this service.

Which term insurance plan to choose and what is the life cover to opt for? Which mediclaim policy to go in and what is the coverage require? All your investment queries will be answered here with specific details.

Financial Plan Review

Financial Plan Review

We do this review once in six months. If the situation demands we may do 4 reviews in a year. What kind of situations can demand Financial Plan review? We could have assumed 15% as your increment rate for your salary.

But actually you could have got 20% or you could have got 10%.

You have planned to buy a home at the end of the 3rd year. But you have got a good property deal at the end of 2nd year. Whenever, there is a deviation from our plan, then that needs to be controlled with a review.

Investment Plan Review

FINANCIAL PLAN EXECUTION – PROGRESS TRACKING

A success of financial planning depends on the execution.

Once you fully understand your financial planning, your next step in your financial life is to TAKE ACTION and implement it immediately while it’s still warm in your mind.

Financial Plan Execution

This is what separates 99% of investors from the rest. They actually DO the work and implement it all.

Execution is very important in financial planning.

Financial planning without execution is worthless. In our Financial Plan service, we will help you to track down your execution. If you have any problems during your financial plan execution, our team will help you and assist you to solve the issue. We will make sure that you will execute your financial plan to achieve your financial goals.

You will get these 7 services by opting for my financial planning package. That is, you will be outsourcing your complete personal finance management to us.

Is Comprehensive Financial planning at Holisticinvestment.in right for you?

CLICK HERE

Award for the Best Financial Advisor in South India

Click here for more details or Feel free to contact our Business Development Executive

Call or WhatsApp to +919840764541

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Jey S
Jey S
24. September, 2021.
I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
aksaswadkar
aksaswadkar
24. September, 2021.
I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.
Lionel Faber
Lionel Faber
16. September, 2021.
I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.
Sridhar
Sridhar
8. September, 2021.
Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.
Nitesh Agrawal
Nitesh Agrawal
6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
Swetha Vasanth
6. September, 2021.
This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.
Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
Srinvas Kannan
30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
Shivaram Andiappan Selvaraj
3. July, 2021.
I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.
Nellai B
Nellai B
26. June, 2021.
I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.
Google rating score: 4.4 of 5,
based on 61 reviews.

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Holisticinvestment.in
10/15, Second Cross Street,
Seethammal Extn.,
Teynampet,
Chennai – 600 018,
INDIA.

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