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RECENT ARTICLES

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REVIEWS

Madhav Vaidyanath

I have been associated with Holistic Investment Planners for the last 6yrs and i would say i came to know about them as a novice in investing through my father…

I have been associated with Holistic Investment Planners for the last 6yrs and i would say i came to know about them as a novice in investing through my father who was a erstwhile client of Holistic. So technically i could call myself the second generation client of Holistic. Their approach then was more of a guide to sound investments. Over the last 6yrs, thanks to Mr.Ramalingam & his bunch of committed employees they have risen steadily to provide a complete range of services across the section of investors backed up by very sound industry knowledge and hands on experience. I was one of the first (if not the first) one to opt for Holistic's Financial Planning/Investment Advisory services and while it took some time to bring the same into practice (which as an investor needed very high financial discipline), but i can surely commit that i am seeing results. Their Sincere, streamlined approach to investing, cautiously mixing, reward & risk singles them out in this industry wherein commission & targets drive profits. One of the positive things that differentiates them is their willingness to listen to the investor and offer advice appropriately. I can confidently say that i have taken a correct decision as far as my investments are concerned. The effects of the downturn and treacherous markets have triggered the need for a reliable & able adviser and i would for sure suggest Holistic Investment Planners

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Madhav Vaidyanath Project Leader-Bank of America Merill Lynch

Atanu Saha

Onset of this message my heartiest congratulation to Holistic Planner team for their guidance & support which help me to start walking towards my financial goals for my future. We…

Onset of this message my heartiest congratulation to Holistic Planner team for their guidance & support which help me to start walking towards my financial goals for my future. We have always seen our parents quoting the example of our grandparents to emphasize on the significance of Savings. How their hard earned savings helped them and our parents survive is no hidden fact. Our forefathers, without a doubt, did a great job by efficiently managing with expenses and savings. The scenario now, unfortunately, has changed drastically. Savings in today's times aren't sufficient enough to take care of major expenses like Child education, purchase of house, a critical illness, financial freedom at retirement etc. In savings there is less profit making or creation of wealth. In order to be able to handle those expenses, one has to look for alternate sources of income or something that transforms savings into wealth. Before 2012, self was rather savings keeping in mind for income tax. But after started taking consultation from Holistic planner, my savings has diversified in tax savings & investment options. I understand the fact that paying in insurance should not be treated for future investment, insurance is different & investment is different. From last four years consultations self-finding that my investment is growing like anything. Before their service, my investment growth is not as per my expectation, but after their guidance I find the expected improvement in investment. I will recommend others for financial consultation from Holistic Planner. Their approach toward understanding little dreams & convert them in goal is excellent. It is pleasant feelings for me after having their consultation services.

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Atanu Saha Planning Manager

SRIRAM VENKATASUBRAMANIAM

Since August 2011, I am using Holistic for my Financial planning. I have to say that the experience has been superlative. Generally, one associates a lack of trust as well…

Since August 2011, I am using Holistic for my Financial planning. I have to say that the experience has been superlative. Generally, one associates a lack of trust as well as a feeling of sub-par delivery on promises with such relationships in this industry. However, Holistic and especially my direct contact Mr.Rajan and Mr. Ramalingam have been extremely transparent and above board. It is important to note that I have till date neither met these individuals nor have I been to their offices. This is indeed a case study for transparency and customer service. While it is early days to judge the financial performance of my investments, I am seeing that it is trended in the right direction and I feel quite comfortable that we will accomplish the committed growth rate at the bare minimum. Another hallmark of the experience has been the flexibility and responsiveness. Mr.Rajan has always been available and very forthcoming with all kinds of information and responses. I have already recommended Holistic to all my friends and colleagues. Without the guidance of Holistic, I would have had to spend enormous amount of time to figure out what to do with my investments. Now, I feel secure and stable at the same time. Thank you Holistic

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SRIRAM VENKATASUBRAMANIAM Director- Philips IT/ CG Manager

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.

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Murali Financial analyst, Shell

A.Prabakaran

I was provided with appropriate guidance with regard to my wealth planning and the same was completely taken care by Holistic Investments. I would not have had the clear picture…

I was provided with appropriate guidance with regard to my wealth planning and the same was completely taken care by Holistic Investments. I would not have had the clear picture and investment decisions if I had not worked with them. On working with them I was able to well plan my investments systematically to achieve my lifetime goal in regard to my family requirements. Customer friendly and queries answered on time are my favorite part of working with them. I would strongly recommend, as Holistic Investment Planners serves the people in desperate need for wealth planning.

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A.Prabakaran Senior Manager - Operations

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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