Name: Sourirajan
Item: Chennai
Rating: 5
Author: V.SOURIRAJAN

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REVIEWS

Sourirajan
I have been using the services of Holistic Investment Planners for more than 3 years now and when I look back it seems to have been one of best decisions…
I have been using the services of Holistic Investment Planners for more than 3 years now and when I look back it seems to have been one of best decisions I took. While I was never in doubt on the need to take expert help in my financial planning the problem was about choosing the right one and here is where I am very thankful to have got in touch with the key peoples of Holistic Investment Planners.In our very first interaction itself they took lot of time to understand my present situation and a complete detailing of future aspirations/plans. I must say that they created a financial plan for execution in a very transparent manner which I could own up immediately because of the way they went about doing this. I have being executing the recommended plan to the last detail and can the see the results for myself.Given my age and stage in career it is their advice and plan I must thank for rebalancing my portfolio with good quality debt funds and retaining certain part of my equity funds to create an adequate corpus for retirement in tax efficient manner. If not for their suggestions I may locked up funds in bank FD’s and POSMIS schemes to name a few. The best part I liked about working with Holistic Planners is that you will not see any hidden agenda in their recommendations. The key people are easily approachable and are there for you to educate, clarify any doubts you may have from time to time. This helps develops lot of trust in the relationship.If you are looking for a trustworthy financial planner who has only your financial goals in mind while making recommendations and takes a long term view while drawing up your plan in holistic manner I would say “ Holistic Investment Planners “ is the right up there.
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V.SOURIRAJAN Director- Olympus Therapeutics Pvt Ltd.

D. Loganathan
After I met Holistic Investment Planners, I got a clear understanding of financial planning. They provide advice on different investment avenues and the help I needed on risk management. If…
After I met Holistic Investment Planners, I got a clear understanding of financial planning. They provide advice on different investment avenues and the help I needed on risk management. If I didn’t meet them, I would have wasted my money on other financial planners. They gave me the right advice with financial planning report and implementation plan. It was very useful for me to track my investment details.I am satisfied with my association with them in financial advice. Apart from financial planning and advice, they provide me with some additional service on term insurance and will writing as well. So, I will recommend them to you. Try them, and then you will see the difference.
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D. Loganathan Engineer,Kuwait Oil Company

Muthukumar.A
I am very happy for the services rendered by the Holistic team and now I become more confident in my Future Financial Life. Before joining the services, I always used…
I am very happy for the services rendered by the Holistic team and now I become more confident in my Future Financial Life. Before joining the services, I always used to plan & think about my future life. And if I had not worked with them, it may have only been dreaming the future. Now I realize all my dreams will come true soon. Customer support and quick implementation was the favourite part of working with Holistic Investment Planners. I would like to say to those who are thinking of financial planning, that, we should not consider the financial plan charge as an expense rather consider this as an investment and keep investing in it for your lifetime. I am sure that you would be benefited from this investment lifelong.
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A.Muthukumar Senior Fire Fighting Designer, MottmacDonaldPvt Ltd,

NagendraKumar V R
I had some difficulty to execute my financial plans before working with Holistic. Now, I am on track to achieve my short term and long term financial goals. I have…
I had some difficulty to execute my financial plans before working with Holistic. Now, I am on track to achieve my short term and long term financial goals. I have learnt about the influence of inflation on financial planning, and I am balancing my daily needs with better control on future goals.I wouldn’t have planned my long-term goals properly, and perhaps would have lost faith in my ability to meet some of my dreams. Support and guidance provided by the executives are very professional and friendly. Choosing Holistic for my financial planning would be one of my best decisions in life for sure.
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NagendraKumar V R Deputy Manager, Fiat Chrysler Automobiles

Rohit Deshmukh
I’ve been working with Holistic Investment since 2011. I have always found Holistic Investment team very responsive and diligent, and they attempt to understand the goals and objectives, or the…
I’ve been working with Holistic Investment since 2011. I have always found Holistic Investment team very responsive and diligent, and they attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan.I found it very easy to work with them, because the investments were linked to specific goals, and whenever I had a requirement for a certain amount for any reason, I always approach them, and they advise on which investment to withdraw/redeem from, and similarly, in case of a surplus, they recommend an appropriate plan for it.The breakup between debt and equity has worked well, and I’ve never faced a situation where I am exiting from an equity investment at an inappropriate time due to an emergency. The short term requirements have been well managed through the debt investments.Overall, Holistic Investment has been very co-operative and responsive to my needs, and I’ve had a very good association which I look forward to continue.
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Rohit Deshmukh Operations Director - South Asia , Cochlear

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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