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REVIEWS

Vaidyanathan

(Testimonial given earlier in 2019) My association with Holistic Investment Planners was a journey involving introspection on life goals and improving my financial literacy. They gave me clear formulation…

(Testimonial given recently in 2020) Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which were translated into a financial plan which was then executed with the able assistance of financial advisors. Before I took 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 the interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence. Please keep up the good work. ................. (Testimonial given earlier in 2019) My association with Holistic Investment Planners was a journey involving introspection on life goals and improving my financial literacy. They gave me clear formulation of financial plan to meet my objectives. And I am sure you will not regret it. They will help you become financially aware and achieve your financial goals. If I didn’t meet them, then I might be a person who waste his time and money, and not being able to meet my goals. Everything that Holistic did was thorough, professional and methodical. Starting from the formulation of the financial plan, followed by detailed analysis of existing investments, then a detailed step by step implementation plan along with reason(s)/justification, multiple discussions to clarify any doubts/questions, and periodic follow up from the team on implementation were some of the things I really liked. There was a lot of information and knowledge sharing and the decisions were put in context and I was made aware of the history and bigger picture behind those decisions, many of these discussions were directly with the Director & CEO of the firm who never hesitated to answer any doubts/questions that I might have had. It was a good two way discussion and I felt that my opinions and preferences were being taken into consideration. It has been one year and it has been a very good engagement so far and I am comfortable and confident of my decision and look forward to continuing with Holistic.

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Vaidyanathan Design Engineer, Texas Instruments

Muralidharan S

Before I met Holistic Investment Planners, my investment was in a scattered manner in different Demat accounts. They suggested investing in debt funds which helped me gain more returns than…

Before I met Holistic Investment Planners, my investment was in a scattered manner in different Demat accounts. They suggested investing in debt funds which helped me gain more returns than investing in bank FDs. Or else I would have kept the money in FDs which would have resulted in lesser yield and more tax burden. Now I could bring every investment under a common platform both for my wife and myself. I opted for the retirement planning after gaining confidence in their approach to investments along with customer inputs. Since I could not devote my time to the investment planning, I was looking for the investment planners whom I could rely upon and advice based on the market conditions. I would have lost money if I had invested more on the equity funds without the support of Holistic Investment Planners. I like their Customer-centric approach and they are providing more friendly service. I have already recommended Holistic Investment Planners to one of my colleagues.

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Muralidharan S Ashok Leyland Ltd, Assistant General Manager.

Raju Unniyattil

This is my first year with Holistic Investment Planners. Rather than analysing the profit / monetary figures right investment, I would like to highlight that a feeling of security that…

This is my first year with Holistic Investment Planners. Rather than analysing the profit / monetary figures right investment, I would like to highlight that a feeling of security that someone is looking after and analysing my investments is there. A proper plan of how to continue with investment is drawn and discussed. If it wasn't them, then I might be continuing with a poor plan of financial investment which was managing myself before. They are drawing a financial plan for the goals which I have set. They are friendly, cooperative and ready for discussions at any time. The ideal partner for all those especially mariners who cannot actively track the market conditions due to sailing and connectivity issues If you are thinking of hiring Holistic Investment Planners, then go for it!!!

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Raju Unniyattil Chief Engineer, Mitsui OSK Lines

Manoj Madaiya

(Testimonial given earlier in 2019) Holistic Investment Planners carried out a systematic study of my future needs and requirements. They formulated a plan in consultation with me to check…

(Testimonial given recently in 2020) Holistic Investment Planners are systematic, thorough and meticulous in their approach towards the research they carry out before providing financial advice. They helped me to develop clarity of thought in formulating my financial goals. They give me professional advice to invest in Mutual Funds having a good performance. Without them, my financials would not be organised. They have been constantly monitoring the progress and implantation of the recommended plan with regular updates, giving me a sense of peace and comfort. I would recommend Holistic Investment Planners to anyone interested in achieving financial independence. A professional organisation. Now I feel peace of mind knowing the investments made are in high performing funds. (Testimonial given earlier in 2019) Holistic Investment Planners carried out a systematic study of my future needs and requirements. They formulated a plan in consultation with me to check its suitability and thereafter helped me to execute this Financial Plan. When I look back over the past 5 years, this Financial Plan gives me confidence that I am heading in the right direction towards financial stability. The time lost in preparation for future goals is not going to come back. The earlier one starts the better. Holistic Investment Planners has helped me to organise my savings for Emergencies as well as towards preparation for Future requirements. They are well organised. They keep track of my investment portfolios and are ever ready to clear my doubts about the financial concepts of investments. My humble suggestion is, use the opportunity to engage with Holistic Investment Planners, discuss your requirements and observe first hand, how the professionals come up with interesting solutions. I liked working with Holistic Investment Planners as they have a professional approach, are open to suggestions and very much oriented towards customer satisfaction. (Testimonial given earlier in 2017) My association with Holistic Investment Planners has been for the past 3 years. Now, I am more focused on systematic savings and thanks to the guidance from Holistic Planners. I have also started to keep track of my expenses and plan a budget for the month. Always I had the thought of Life insurance and security of assets, but Holistic Planners were able to guide me and help me in accomplishing this. The correct advice from the team to secure the future by planning in the present is of immense value to me. Clarity in the concepts of Mutual Funds and its long term benefits were the favorite part. From my experience, I would like to say that Holistic Planners are one of the Best in the Field of Financial Planning, and one can rely on them without any second thought.

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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

Google Reviews

Jey S

24. September, 2021.

I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.

aksaswadkar

24. September, 2021.

I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.

Lionel Faber

16. September, 2021.

I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.

Sridhar

8. September, 2021.

Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.

Nitesh Agrawal

6. September, 2021.

I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)

Swetha Vasanth

6. September, 2021.

This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.

Joseph Mathias

6. September, 2021.

I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.

Srinvas Kannan

30. July, 2021.

I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.

Shivaram Andiappan Selvaraj

3. July, 2021.

I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.

Nellai B

26. June, 2021.

I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.

Google rating score: 4.4 of 5,
based on 61 reviews.