Name: Anand Vijaykumar
Item: Chennai
Rating: 5
Author: Anand Vijaykumar

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REVIEWS

Anand Vijaykumar

Will : legal declaration of how a person wish his/her possession to be disposed after their death

Fund : An amount of money saved or collected for a particular purpose

Return : Profit or loss derived from an investment

Investor : An investor is any party that makes an investment.

Public Sector Undertakings are the companies owned by Government. That is more than 51% of shares these companies are owned by Central/State Government.

Abbreviation for Capital Expenditure. This fund invests the amount mainly in the Capital goods sector. That is in the equities of the companies which manufactures Machine tools, Industrial machineries, Electrical equipments etc.,

FMCG stands for Fast Moving Consumer Goods. These are goods which are purchased frequently by the customers like food products, soft drinks etc.,

It’s the average of several of stocks in the market. It represents the market as a whole or as a part of the market.

I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve…

I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve my financial goals. The Financial Advisor from Holistic spent considerable time understanding my goals and also advising me on the right approach to investments. Using financial research that Holistic had done, he was able to let me know which were the right mutual funds to invest in and allowed me to make the choice. The in-depth insights and clarity towards the markets helped me invest soundly.

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Anand Vijaykumar Software Professional

R Raghunath Rao

I secured my family’s future plans with Holistic Investment planners’ professional and their well-planned investment ideas. Without them I wouldn’t have achieved my financial targets, I planned for future. They…

I secured my family’s future plans with Holistic Investment planners’ professional and their well-planned investment ideas. Without them I wouldn’t have achieved my financial targets, I planned for future. They are very informative and good at precise planning. I would definitely recommend you to take the services of Holistic Investment Planners. They are very comfortable to communicate, and I trust them to secure my financial goals.

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R Raghunath Rao Logistics and Equipment Supervisor,Qatar Petroleum

Ganesh Namasivayam

I got introduced to this team in 2006. Their staff members came across with a difference, in that unlike other financial advisors then, they did not push any insurance policies…

I got introduced to this team in 2006. Their staff members came across with a difference, in that unlike other financial advisors then, they did not push any insurance policies on me and suggested better investment options. While that was a striking difference as we started discussing and working together and started investing in mutual funds again a key difference - Holistic Investment Planners/ financial planners - are not the ones who shuffle your portfolio every other year. In the last 12 years we have probably dropped couple of funds and added more. This shows their long-term focus on value growth [unlike others who churn for the commission that comes in]. While this is the core, the consistency in sending the report for 12x12 months without any fail, patient explanation of market situation during the ups and downs [2008-2014-2018] etc., meant I never ever wanted to think of any other option. I take this moment to thank for the excellent support throughout these years. I am looking forward to a longer rewarding association with Holistic Investment Planners, and I wish them all the very best!

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Ganesh Namasivayam Senior Executive,

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.

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A.J.Murali Infotech Manager

Shraddha Vasanth

I’ve been associated with Holistic since January 2017 and it’s been a pleasurable experience! While I was broadly aware of the various financial products available, Holistic really helped me understand…

I’ve been associated with Holistic since January 2017 and it’s been a pleasurable experience! While I was broadly aware of the various financial products available, Holistic really helped me understand the nuances involved, prepared a financial plan that takes care of all my needs as well as execute the same in a seamless manner. The knowledge base, coupled with their friendly, proactive and transparent approach makes them very trust-worthy. While it would be too early to judge the financial performance of my investments, I do feel more financially secure. I would definitely recommend Holistic to my family and friends. Many thanks and best wishes to Holistic!

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Shraddha Vasanth Company Secretary, TUV Rheinland NIFE Academy Pvt Ltd

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.

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