FREE EBook – Thank You

Thanks for Registering! Follow us on Social Media

Thank You for Requesting Our Free EBook of “Rising Over the Corona Crisis: Powerful Strategies to Accelerate Portfolio Recovery!”

We are sure you will find it useful. Watch your inbox for an email from us which will contain a link to immediately download it.

Along with the mail, we have one more bonus e-book/workbook for you!

“The Ultimate Workbook to Create Financial Goals That’ll Inspire You into Action!”

This workbook will help you to discover The Most Dependable And Consistent Way To Achieve Your Financial Goals.

Also, don’t forget to follow us on Social Media,

Facebook

Twitter

Instagram

Watch informative videos on our YouTube Channel!

Click here to Subscribe our YouTube channel!

RECENT ARTICLES

Max Life Monthly Income Advantage Plan Review: Should You Buy?
Max Life Monthly Income Advantage Plan is a life insurance cum monthly income plan from Max Life Insurance. The policy promises to offer guaranteed monthly income till the end of the policy term and a Lumpsum on maturity. The promise looks attractive, but is the policy benefit as good?
READ MORE ...

An Unbiased Review: ICICI Pru Guaranteed Wealth Protector – Should You Buy?
A majority of our financial life is spent looking for opportunities to create wealth that will serve us for a lifetime. However, what’s equally important is to find investment instruments that can give capital protection
READ MORE ...

SBI Life Smart Privilege Plan (Review 2021)—Should You Buy?
The core desire or financial goal of every breadwinner is to provide for their family even in their absence. erlying fund earns @ 8% SBI Life Smart Privilege Plan is a unit-linked investment insurance plan (ULIP).
READ MORE ...

What is Smallcase Investing? Is it Better than Mutual Funds?
Sensex in India is more than 40 years old. Throughout these years, countless number of investors have tried a number of investment strategies to gain profits. In a long line of such strategies, the recent player is the Smallcase.
READ MORE ...

VIEW MORE ARTICLES

REVIEWS

Atul Kamat

I was worried about my returning to hometown in respect of my investments and savings. But these people have done a great job and were a great support for validating…

I was worried about my returning to hometown in respect of my investments and savings. But these people have done a great job and were a great support for validating my financial position independently to avoid any element of bias. It would have been a difficult task for me to realign everything and choosing right investments when I come back to India after multiple years abroad. I would have ended up in wrong investments and that could have been a disaster in future if I was not associated with the Holistic group. They were able to provide a structured and organized approach to financial planning which is fully aligned with my thought process, and I really recommend their service to known persons.

Read More

Atul Kamat Al Tayer Group

Hari Buddhiraju

It has been a wonderful and satisfying journey working with Holistic Investment since Mar 2014. Being a late starter on the journey of Financial Planning, it was satisfying to see…

It has been a wonderful and satisfying journey working with Holistic Investment since Mar 2014. Being a late starter on the journey of Financial Planning, it was satisfying to see the inquisitive approach of Holistic. The whole process of interaction and probing questions lead to identifying goals and then creating the plan was very satisfying. With their help, I had restructured the whole approach to refinancing the Home loan to moving from insurance to pure term insurance as well as starting health insurance and investing in Mutual funds. I found the team of Holistic trust worthy and professional in their approach. In fact I had recommended them to couple of my friends both in India and outside. I wish Holistic a better and sustainable growth.

Read More

Hari Buddhiraju

Murali

If someone is thinking of hiring Holistic Investment Planners, then I will surely recommend them. They are good at their financial planning service. I have seen changes in my long…

If someone is thinking of hiring Holistic Investment Planners, then I will surely recommend them. They are good at their financial planning service. I have seen changes in my long term savings & investments after my association with them. They have well-structured guidance. If it wasn’t them I might be unaware of what or how much do I need for my future expenses. I like their execution of the financial plan and the follow-up.

Read More

Murali Financial analyst, Shell

R.Sridharan

The long experience with Holistic Investment is really “Holistic”. Their approach has always been to understand the customer and meet the exact needs rather than looking at the benefits for…

The long experience with Holistic Investment is really “Holistic”. Their approach has always been to understand the customer and meet the exact needs rather than looking at the benefits for the investment company. The periodic investment course correction advise has been apt and on their own initiative. I am totally free of the burden of any worry with respect to the investment decision once the portfolio is handed over to them.

Read More

R.Sridharan Director

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

Google Reviews

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

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

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

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

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

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

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

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

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

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.