FREE EBook Report – Thank You

Thank You for Requesting Our Free EBook of “The 10 Commandments of Personal Finance”.
We are sure you will find it of interest. Watch your inbox for an email from us which will contain a link to immediately download it.

We have one Bonus e-book on “How to make mutual funds work for you? that would like to send you. This e-book will help you in taking right investment decisions with mutual funds. This e-book is written in such a lucid language even a beginner can understand.

If you would like to get this Ebook you just need to like our below Facebook Page.

Facebook

RECENT ARTICLES

Why does Your Bank Want You to INVEST in Insurance Policies? [SECRETS EXPOSED]
While we are confused about making a life decision, what our elders usually say is “It’s better to bag some advice from the experts”. But that reminds me of one of the famous Warren Buffett’s ‘advice on taking advice’ – “Never ask a barber if you need a hair cut”.
READ MORE ...

ULIP REVIEW: HDFC LIFE PROGROWTH PLUS (Updated for 2019)-Should You Buy?
Insurance is precautionary, Investments are progressive. ULIPs are apparently a fusion—they are insurance investments. But more often, a combination of products would nullify each other’s advantages. HDFC Life ProGrowth Plus is one such insurance plan that offers the insurers a Sum Assured as benefit or fund value on successful completion of policy term.
READ MORE ...

HDFC Life Super Income Plan Review: Should you buy or not? [Updated for 2019]
HDFC Life Super Income Plan is a non-linked participating and limited pay money-back insurance plan. This plan comes with assured benefits and additional bonuses to plan the financial needs of an individual. Also, this insurance plan offers guaranteed income to the policyholder for a period of 8-15 years.
READ MORE ...

Index Fund Investment: Should you avoid or invest?
The investment world is full of thousands of options to invest in. A new investor is merely aware of few funds or hot stocks, as they are discussed frequently in television and other social media channels. To understand various different types of Mutual Funds,
READ MORE ...

Unpleasant Facts about Investing in INSURANCE PLANS: Secrets Revealed!
Since I’m into Personal Finance Management for quite a long time, an old friend of mine who’s a Software techie suddenly showed up from somewhere and asked me, “Hey pal, how are you?!” And I said, “Yeah man, I’m great. How are you doing?”
READ MORE ...

VIEW MORE ARTICLES

REVIEWS

Ramadurai Kothandaraman
Holistic Investment Planners are disciplined in financial planning. They got good Certified Financial Planners who will not only create financial plan but also assist me to implement. Now my financial…
Holistic Investment Planners are disciplined in financial planning. They got good Certified Financial Planners who will not only create financial plan but also assist me to implement. Now my financial future looks stable and achievable.If it wasn’t for them, I would be still hesitating to start the financial planning and investments. They are good at financial planning and giving proper guidance to achieve my goals.I will surely recommend Holistic Investment Planners to others. They are very professional and experts in their job, and trusted with your financial life.They are providing professional service. I like their professional ethics and systematic work. Their articles create knowledge and awareness of present market situations and are well detailed.
Read More
Ramadurai Kothandaraman Sr. ENGINEER ,DEBAJ Industrial Services

Abhinav Sethi.
I am writing this testimonial in support of Holistic Investment Planners and its team. I started using Holistic’s financial planning services in March 2015 and have been impressed by the…
I am writing this testimonial in support of Holistic Investment Planners and its team. I started using Holistic's financial planning services in March 2015 and have been impressed by the team's professional and methodical approach. I was assisted in listing down my goals and aspirations and a comprehensive financial plan was drawn up to help me achieve those goals. In the entire process I was consulted regularly and educated on the financial products I would be investing in. By availing of Holistic's financial planning service, I am now able to manage my income more efficiently and am more clear on how I can achieve my goals by investing correctly and in the right financial products.
Read More
Abhinav Sethi. Proprietor, Seegreen Cosmetics.

K R Ramani
The truth now is that there is a greater sense of financial security in my life. I have been taking the services of Holistic for the past many years. It…
The truth now is that there is a greater sense of financial security in my life. I have been taking the services of Holistic for the past many years. It can be said that the growth might have been less without their service.Their charges are minimal. They discuss and ascertain the view points , ideas and requirements of the client before giving their recommendations. This makes their service very relevant. I happily recommend anyone to take up their services to achieve financial goals confidently.
Read More
K R Ramani Retd –LIC of India

Kuthubuddin Mohamed
After my association with Holistic Investment Planners, I have achieved considerable growth in my investment. If I have not hired them, I would not have taken advantage of the market…
After my association with Holistic Investment Planners, I have achieved considerable growth in my investment. If I have not hired them, I would not have taken advantage of the market investment because I don’t have enough knowledge and expertise in the markets. I appreciate their way of communication and their availability when I need their consultation and advice. If you are looking for financial planners for your investments and financial goals, then I encourage you to consider the option of hiring Holistic Investment Planners. They are experts in Financial Planning. They are planning in the present to reach the financial goals in the future. They are planning to fulfil future requirements.
Read More
Kuthubuddin Mohamed Reliability Manager,Dubai Airports

A.J.Murali
I started using your service since 2011 and I have been impressed with your ability to respond with patience and listen to customers. Financial planning is not only about money,…
I started using your service since 2011 and I have been impressed with your ability to respond with patience and listen to customers. Financial planning is not only about money, but also about utilizing money in an organized manner towards the goals with peace of mind and my journey thus far with Holistic guidance has been good. The views expressed are that of the individual alone.
Read More
A.J.Murali Infotech Manager

Google Reviews

Holistic Investment Planners

4.6

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