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REVIEWS

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,

Karthik Vaidyanathan

Earlier I was investing without any logic /spending money on insurance policies which I should not have. Holistic brought a “holistic approach” to my investing based on my short term…

Earlier I was investing without any logic /spending money on insurance policies which I should not have. Holistic brought a "holistic approach" to my investing based on my short term / long term goals. There by I was able to achieve my goals with proper planning and have been able to build a good net worth over a period of time. My cost would have been huge as I would not have planned my financial goals and invested in instruments which was not beneficial. After working with them results achieved are manifold, right from planning for your goals, tracking expenses, know where you are spending the money to have better control, removing the non performing assets / policies etc. They have helped me achieve my goals and manage my cash flow better. The approach used by the management, the clarity of the process and integrity / ethical nature of business are best part working with them. The team at Holistic Investment is customer friendly in nature and are open to suggestions and criticisms. I would say the following "If you want to achieve your financial goals "holistically" (in every sense) approach these folks”.

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Karthik Vaidyanathan Associate Vice President - Procurement Operations

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.

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Abhinav Sethi. Proprietor, Seegreen Cosmetics.

Raju Unniyattil

This is my first year with Holistic Investment Planners. Rather than analysing the profit / monetary figures right investment, I would like to highlight that a feeling of security that…

This is my first year with Holistic Investment Planners. Rather than analysing the profit / monetary figures right investment, I would like to highlight that a feeling of security that someone is looking after and analysing my investments is there. A proper plan of how to continue with investment is drawn and discussed. If it wasn't them, then I might be continuing with a poor plan of financial investment which was managing myself before. They are drawing a financial plan for the goals which I have set. They are friendly, cooperative and ready for discussions at any time. The ideal partner for all those especially mariners who cannot actively track the market conditions due to sailing and connectivity issues If you are thinking of hiring Holistic Investment Planners, then go for it!!!

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Raju Unniyattil Chief Engineer, Mitsui OSK Lines

Prasanna Jayakumar

I am an Engineering professional. Initially, I thought Personal finance advisor is required only for the people who has more money & more properties like stars & big shots. They…

I am an Engineering professional. Initially, I thought Personal finance advisor is required only for the people who has more money & more properties like stars & big shots. They only need financial advisor to manage their assets. After discussion with Holistic investment, then I realized, it is important for everyone (middle class/upper middle class), irrespective of profession or current financial status. First impression the best impression. The way, the introduction given by them was wonderful, Because, what the client can expect, what are the benefits they can provide are very well explained in the first time itself. Even though it was lengthy session, it was worth. Managing money is an art, always it is important to have someone who is good in that. After taking support from Holistic Investments, I got a clear picture on my financial status, where I am currently, where I have to go and how to go about it. They are very good in customer support, especially, their professional way of setting up time and addressing the clarification points one to one is unique. Overall, I suggest everyone should be well aware of their personal finance. Whether the personal is big or small. Definitely Holistic Investment are good in that. No doubt about it.

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Prasanna Jayakumar Engineering Professional

Google Reviews

GOOD

43 reviews on

Pradeep Balaji

4. January, 2021.

I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.

Dilip Mohan

2. January, 2021.

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!

Sasikumar Kuppuswamy

21. November, 2020.

Having constant recommendations and periodic review is helping to understand our portfolio better.

Aslam Far

26. October, 2020.

For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.

Vaidy Subramanian

15. March, 2020.

Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which was translated into a financial plan which was then executed with the able assistance of financial advisors. Before I too the help of Holistic Investment Planners I was unsure of my financial goals and had my investments spread over 25 different funds. But now I am sure about my goals and am confident that I am on the right path. They are systematic, thorough and meticulous. They are happy to explain any doubts or questions whatsoever whether it is regarding a fund category, or a specific fund's performance. They do not try to force a decision on anybody, rather they explain their rationale in a way one can understand and leave the decision in the hands of the client. My own knowledge level of MFs has increased thanks to interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence.