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REVIEWS

Arun Selvakumar

It gives a feeling that financial part of my life is secured with the help of Holistic Investment Planners. In a short span i have built a “decent corpus” which…

It gives a feeling that financial part of my life is secured with the help of Holistic Investment Planners. In a short span i have built a "decent corpus" which otherwise i would have not. Also i am trying to educate people who work with me about financial planning. Feeling good that i have started early with you.

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Arun Selvakumar Deputy Manager

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

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

Commander N Balasubramanian

I have had a very fruitful association with Holistic Investment Planners since 2011. Earlier, had been making investments with whatever little information was available, but made no worthwhile financial progress.…

I have had a very fruitful association with Holistic Investment Planners since 2011. Earlier, had been making investments with whatever little information was available, but made no worthwhile financial progress. Fortunately, Coming into contact with Holistic Investment Planners, helped immensely in reorganizing and planning investments, setting up financial goals and bring in financial discipline in working towards achieving financial freedom. A financial plan in place and a long term methodology worked out, accompanied by yearly and half yearly reviews by the Planners has given mental peace, non botheration of the state of the markets and confidence in facing the future. It has been a pleasure interacting with the team of Holistic investment who are always accessible and ever ready to respond to your queries in an unbiased and professional manner with the interest of the client always at heart. I wish I had come into contact with them much earlier. I would like to strongly recommend Holistic Investment Planners to anyone who is interested in bringing Financial Discipline and Growth in their lives.

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Commander N Balasubramanian Naval Veteran & Marine Consultant

S.Rajadurai

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate…

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate my financial requirements as the most important to the least important and invest on achieving my goals accordingly. I need not spend time in monitoring the market or where to invest, instead it’s been done by a group of trusted professional whose advise I adhere. I have more time to think of my career and prepare on career development program. I know how much money I require before I retire and how to achieve that target. My tax planning is well organised, never could have said that before. Their customer service is superior. I can reach out to people and they are always polite to answer my queries. Also my friends at Holistic does not tell me where to invest and stop with that, they teach me why such decisions are made and they educate me on how financial planning is being done. The technology part is really good. I send mail and I get answers. I can see the investments made by me anytime online. I would have still been looking for a financial planner whom I could trust my money on if I have not worked with them. I would like to say “You got your moneys’ worth!” for someone thinking of hiring the services of holistic.

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S.Rajadurai Senior System Engineer

Google Reviews

Holistic Investment Planners

4.5

Based on 35 reviews

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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