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REVIEWS

S Lakshmanan

I have achieved discipline in financial vertical after my partnership with Holistic Investment Planners. If I didn’t have the chance to meet them, I would have lost my financial security.…

I have achieved discipline in financial vertical after my partnership with Holistic Investment Planners. If I didn’t have the chance to meet them, I would have lost my financial security. They are using a part of investment money for my emergency requirement. In my point of you, they are bringing financial awareness to their clients. The users can get complete and comprehensive financial planning, can achieve financial freedom, and can have the stress-free and peaceful financial life. Investment through online policy saved some money for me.

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S Lakshmanan Senior Manager,Pharma MNC

Animesh

Holistic Investment Planners has very sincere Financial Advisors for personal finance/portfolio management. I was a conservative person in the beginning and I kept my surplus fund in public sector bank…

Holistic Investment Planners has very sincere Financial Advisors for personal finance/portfolio management. I was a conservative person in the beginning and I kept my surplus fund in public sector bank as fixed deposits. The Financial Planners at Holistic Investment first exposed me to the idea of investing in the mutual fund and maximizing returns on investment. If I had not worked with Holistic Investment Planners, I would have continued to invest in fixed deposits of different small savings schemes of the Government, and consequently had the loss of returns to the tune of 7-8% per annum. They have a very inclusive approach to a middle-class investor. They are prompt and explain the schemes in common man's language. They also monitor the invested schemes regularly so that the returns are maintained steadily. I am glad to have joined Holistic for my Financial Investments.

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Animesh Retired Vice President Balmer Lawrie limited

R.Rangarajan

It has been a pleasant and learning experience to work with Holistic Investment planners since 2000. It is not only their prompt service, but their way of educating their clients,…

It has been a pleasant and learning experience to work with Holistic Investment planners since 2000. It is not only their prompt service, but their way of educating their clients, that makes them unique. I have been a Sporadic & Rash investor and holistic investment planners has helped me in honing my investment acumen. Their parental care of the best returns on our investment relieves lots of anxiety from our mind. In the present stream of Portfolio Managers, Holistic investment planners has been genuine and have the stamp of their own.

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R.Rangarajan Director

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.

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Hari Buddhiraju

Balamurali Krishnamoorthy

Holistic Investment Planners’ is worth the money I paid. Now I have a planned and systematic approach for my retirement. They are reviewing my portfolio at regular interval and we…

Holistic Investment Planners' is worth the money I paid. Now I have a planned and systematic approach for my retirement. They are reviewing my portfolio at regular interval and we can easily get access to the Experts. They have a solid approach to investments. Their plan doesn’t promise fancy returns for the sake of marketing but a pragmatic in setting goals. If it wasn't them, I would have worked without a plan.

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Balamurali Krishnamoorthy Vice President, Standard Chartered GBS

Google Reviews

Holistic Investment Planners

4.4

Based on 37 reviews

Vaidy Subramanian

04:15 15 Mar 20

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.read more

V RANGARAJAN VENKATACHARI

10:58 03 Mar 20

Waste company cheating fellows in taking employees. Eyewash company

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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