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REVIEWS

Jayashree
Interaction with the Holistic team is very easy, and they clearly understand our needs”. I understood their recommendations and gained some amount of income tax and some margins on investment.…
Interaction with the Holistic team is very easy, and they clearly understand our needs". I understood their recommendations and gained some amount of income tax and some margins on investment. I could not have got any ideas for investment without Holistic Investment Planners. Now I have got exposure to investments like mutual funds. I can feel that everything is good now, and it will be the same in future as well.
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Mrs Jayashree Executive-Secretary,

S.N.Subramanian
Holistic Investment Planners helped de-mystify financial planning for me! They provided financial planning & investment advice to me and I had an opportunity to interact with them on a number…
Holistic Investment Planners helped de-mystify financial planning for me! They provided financial planning & investment advice to me and I had an opportunity to interact with them on a number of occasions both via telephone and e-mail. The team at Holisitc is professional at all times but also very personable and knowledgeable and took care in collecting of relevant information. They provided a thorough and critical financial analysis with practical recommendations. Whenever I had questions or was unclear on an issue they were patient and accommodating. They followed up reliably and punctually. I would recommend Holistic to anyone looking for an unbiased opinion.
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S.N.Subramanian CEO

K.Sriram
Holistic Investment Planners bring to their work the two traits I believe are the most important for those working in the financial services sector: knowledge and integrity. By relying upon…
Holistic Investment Planners bring to their work the two traits I believe are the most important for those working in the financial services sector: knowledge and integrity. By relying upon Holistic Investment Planners, not only will you be guided toward the most intelligent choices given your particular circumstances, you will also be certain that your best interests are heard, understood and truly taken to heart
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K.Sriram Managing Director

A.N.Vairevan
With the help of Holistic Investment, I am able to consolidate my mutual fund portfolio which spread across more than fifty folios. They identified and redeemed the under-performing schemes and…
With the help of Holistic Investment, I am able to consolidate my mutual fund portfolio which spread across more than fifty folios. They identified and redeemed the under-performing schemes and realigned my portfolio to give best returns. The way they handled my portfolio gave a feeling of security and increased the confidence with the organization. It is difficult for me to quantify the cost I borne if I am not used their services.Courteous, endearing and ever ready staff to satisfy customers is my favorite part after taking their services. I would like to say ‘Holistic Investment Planners’ is reliable and trustworthy financial advisory organization for those who are looking to use their services.
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A.N.Vairevan Consultant

Dilip Mohan
I am getting excellent returns after I have started to work with Holistic Investment Planners. If it wasn’t them, I would have wasted my time and also got fewer returns.…
I am getting excellent returns after I have started to work with Holistic Investment Planners. If it wasn’t them, I would have wasted my time and also got fewer returns. They are always ready to help with any issues at any time. Go to them, they will save your precious time and help you to reach your financial dreams.They did not stop with investment ideas, they also help with procedures to execute your investment plan as well. Especially Mr. Rajan, (Director and Deputy Financial Planner) who is very polite, well-manner and offering realistic and positive help to several complex issues.
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Dilip Mohan Analytics Consultant

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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