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REVIEWS

Joe Antony

“I started my relationship with Holistic as a SIP investor 13 years ago. Though I was not continuously investing through them in the beginning, they have maintained a good relationship…

"I started my relationship with Holistic as a SIP investor 13 years ago. Though I was not continuously investing through them in the beginning, they have maintained a good relationship and very patiently kept me reminding the need for investing and using money wisely. They are very hard working people who are ready to listen to you and clear your doubts. They can find out where exactly you are making mistakes and how you are leaking/wasting money. Last five years have been truly great for me after I decided to get into their financial planning program. I never thought I would be able to create such a corpus which is accountable, traceable, tax-effective, and fluidic in such a short time. I would not have done this on my own. I would strongly recommend Holistic for people who are too busy to spend time on investment planning."

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Joe Antony Senior Technical Architect, Alten Calsoftlabs (p) Ltd

Nagendra Kumar V.R

It has been 5 years since I started my SIP. And I can comprehensively say that HIP is the backbone of my financial planning. Team HIP is always very supportive.…

It has been 5 years since I started my SIP. And I can comprehensively say that HIP is the backbone of my financial planning. Team HIP is always very supportive. Their expertise is always available for me. Especially Mr.Ramalingam and Mr.Rajan are professionally guiding me 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 my goal, etc. They are conducting a scheduled review meeting to track the progress of my investment and giving feedback. If anyone wants help from experts for their financial planning, then Holistic is the right place, not because just rest assured... definitely return assured!

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Nagendra Kumar V.R

Sridhar Manirao

Holistic Investment Planners have helped me in doing an independent evaluation on my financial health status. I was impressed by their robust methodology that took me through the process and…

Holistic Investment Planners have helped me in doing an independent evaluation on my financial health status. I was impressed by their robust methodology that took me through the process and highlighting options to meet my financial goals. This involved multiple iterations of interactions both at a personal level and other channels. I found their financial consultants and other staff bring a personal touch and cordiality in these interactions, while at the same time maintaining a high level of professionalism. Beyond the financial assessment, Holistic has helped me keep track of the plan and providing unbiased recommendations on investments. I consult Holistic Investment Planners for all my investment decisions - be in investment in Mutual funds, Tax planning and others. Holistic also backs me up with their extremely prompt service with a user-friendly software to keep track of investments, on a real-time basis. Thank you, Holistic team.

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Sridhar Manirao COO, 1CloudHub

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.

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Hemanth Manager-McAfee

Vasanthi Srinivasan

I have been associated with Holistic Investment Planners for the past eight years. From day one, I realized that they give top priority to good customer service. They talked to…

I have been associated with Holistic Investment Planners for the past eight years. From 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 the best service.

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Vasanthi Srinivasan

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.