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REVIEWS

Sathyakumar Seshachalam

Subject knowledge and the transparency with which Holistic Investment Planners operate is my favorite part of work. Before my association with them, I had a nil investment and I have…

Subject knowledge and the transparency with which Holistic Investment Planners operate is my favorite part of work. Before my association with them, I had a nil investment and I have never realized the importance of my financial goals. Now I have a complete portfolio geared towards realizing my financial goals. Transparency is their key, some of the doubts that I had with the specific funds that were recommended was put to rest. Holistic Investment gives me a clear explanation on the factors that led them to those specific recommendations was very insightful. I will say, “It is your loss if you choose to hire other financial planners.”

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Sathyakumar Seshachalam Technical Architect, Trimble

Yogesh

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them,…

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them, and I feel my investment is fairly diversified now. Holistic investment planners helped me achieve three investment objectives - Goal based investment, portfolio diversification and discipline in investing. The quantitative and qualitative work that goes behind the assessment of mutual funds by Holistic is very structured. With so much information available on the web, it is easy to choose mutual funds on the basis of top performing funds. However, there is much more that goes being selection and proposing the fund which I find Holistic does quite well. Their financial plan is extremely comprehensive and detailed. The team in Holistic is available throughout the year to answer any questions. There is always an effort to reach out and provide timely information through specific articles and e-mails. I have not had the need to perform any follow up to date in the last two years in regards to any of my investments. I will highly recommend Holistic if you would like to do a fully fledged comprehensive financial plan for your financial life.

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Yogesh Finance Project Manager

Rohit Deshmukh

Earlier I was investing in different instruments basis some self study and reviews, and there was no goal specific plan. On availing the service of financial planning from Holistic Investment,…

Earlier I was investing in different instruments basis some self study and reviews, and there was no goal specific plan. On availing the service of financial planning from Holistic Investment, I understood the importance of having an investment plan keeping the short term and long term objectives in mind. I've now been able to have specific investments linked to specific goals, which has given me far more confidence about my finances. Ramalingam has been an excellent advisor, not only going in a systematic way in creating the plan, but also explaining the importance of various things, implications of various types of investments and instruments and clarifying all doubts which I had in mind.

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Rohit Deshmukh Deputy General Manager

Naveen James

Holistic Investment Planners helps me to chart out my life targets/objectives. Further, based on that, they not only just formulated a financial plan but also helped me to implement the…

Holistic Investment Planners helps me to chart out my life targets/objectives. Further, based on that, they not only just formulated a financial plan but also helped me to implement the same. This resulted in a financial discipline in my life. They are always available to answer any query related to market and financial planning. I would recommend everyone to have financial planning in their life. Many of us either end up being too conservative or too liberal in their financial management. Holistic Investment Planners can help you in optimizing your financial planning. Thereby you can plan to achieve your life objectives in a more balanced manner. Further, they also help you in implementing your financial plan and conducts intermediate reviews to assess the performance of your investments. You will get one of the best services of Holistic Investment Planners. I like their professionalism.

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Naveen James Faculty, IIT Ropar

CRL. NARASIMHAN

Holistic Investment Planners have done a commendable job in helping me and my family to identify and plan investments. Their choice of funds and the specific schemes proved to be…

Holistic Investment Planners have done a commendable job in helping me and my family to identify and plan investments. Their choice of funds and the specific schemes proved to be very apt .Holistic Investment Planners is generally conservative, which in my context is to be seen as prudence. They are not at all "over aggressive" or over eager and plug for all and sundry schemes. Along with the rest of my family and a few others who have benefited from their advice, we wish their endeavour success and prosperity.

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CRL. NARASIMHAN ASSOCIATE EDITOR

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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