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RECENT ARTICLES

No Exception From Market Risks: What Should be the Ideal Fixed Income Asset in Your Portfolio?
You have heard it a thousand times. “Mutual funds are subject to market risks.” With a brief introduction to mutual funds, learning about equity mutual funds causes investors to have a wrong impression. “Debt mutual funds are safe.” But it is not anyone’s fault. It is a relativity trap, often called anchoring bias.
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Investing a Lumpsum: How to do it the Right Way?
“Your bonus has been credited to your bank account” A message like this can make your day. It can even make your month good. If you are a salaried employee, you can relate to what I’m saying. Along with it, there are different ways you could have a lump sum amount in your hand. It could be the maturity sum of your fixed deposit. Or a gift from a loved one, anything.
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What if the Stock Market Crashes Days Before I Redeem for My Financial Goal?—The Safest Strategy to Exit the Market!
Imagine this. You are investing in an equity mutual fund scheme for 10years. It is for your kid’s college fund. Finally, the goal is here, and you need the fund in a couple of days. But the next morning, flash news: “SENSEX Crashes by 30%!” You take a look at the investment value of your fund.
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Trouble Analysing the IPO Offer Document? What Matters the Most While You Invest?
Every IPO creates a buzz in the stock market. “Is this the golden nugget of stocks?” No investor would want to miss out on that. “What if this company has the edge over its competitors?” It is a guaranteed industry leader and a wealth generator for investors. But how can you be sure?
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Right Time to Invest in Bitcoin/Cryptocurrency? Consider These Before You Do!
“The Currency of the Future” It is the unofficial tagline given to Bitcoin or any other cryptocurrency, for that matter. Bitcoin, Ethereum, Litecoin, Chainlink, Dogecoin, there are several cryptocurrencies. Even billionaire Elon Musk is openly supporting Dogecoin,
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REVIEWS

R Raghunath Rao

(Testimonial given earlier in 2018) I secured my family’s future plans with Holistic Investment planners’ professional and their well-planned investment ideas. Without them I wouldn’t have achieved my financial…

(Testimonial given recently in 2019) I have been associated with Holistic Investment Planner for the past 4 years. They are helping me to build my financial goals. They are very professional and Customer-friendly. They clarified any doubts with patience. They have good control of the market situation and guide to invest money accordingly. It’s been a financial breather for us after getting associated with Holistic Investments Planners. Now I am able to create a corpus for my future which could have not been possible without the guidance of them. If it wasn’t them, I couldn't have managed my financial decisions and professionally manage my wealth. They exhibit Professionalism and Customer friendliness. I would surely recommend Holistic Investment Planners as one of the best financial planners. ................. (Testimonial given earlier in 2018) I secured my family’s future plans with Holistic Investment planners’ professional and their well-planned investment ideas. Without them I wouldn’t have achieved my financial targets, I planned for future. They are very informative and good at precise planning. I would definitely recommend you to take the services of Holistic Investment Planners. They are very comfortable to communicate, and I trust them to secure my financial goals.

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R Raghunath Rao Equipment and Logistics and Equipment Supervisor, Qatar Petroleum

Animesh

Holistic Investment Planners has very sincere Financial Advisors for personal finance/portfolio management. I was a conservative person in the beginning and I kept my surplus fund in public sector bank…

Holistic Investment Planners has very sincere Financial Advisors for personal finance/portfolio management. I was a conservative person in the beginning and I kept my surplus fund in public sector bank as fixed deposits. The Financial Planners at Holistic Investment first exposed me to the idea of investing in the mutual fund and maximizing returns on investment. If I had not worked with Holistic Investment Planners, I would have continued to invest in fixed deposits of different small savings schemes of the Government, and consequently had the loss of returns to the tune of 7-8% per annum. They have a very inclusive approach to a middle-class investor. They are prompt and explain the schemes in common man's language. They also monitor the invested schemes regularly so that the returns are maintained steadily. I am glad to have joined Holistic for my Financial Investments.

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Animesh Retired Vice President Balmer Lawrie limited

Mohamed Azzad

After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of Holistic Investment Planners. Ever since, they…

After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of 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 goal, and they take the time to explain transactions in layman’s terms. If I didn’t meet them, I would have gone through too much of financial Risk. If you have planned to hire them to secure your financial life, then you are in safe hands. Because, they make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.

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Mohamed Azzad IT Manager, Poclain Hydraulics

Rohit Deshmukh

(Testimonial given recently in 2018) I’ve been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of…

(Testimonial given recently in 2018) I've been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of my planner has enabled me to keep an eye on my financials and invest in the right debt/equity schemes. Without their support, I would have probably continued investing in an ad-hoc and under-informed manner, and wouldn't have struck the right balance to meet my requirements. I like their detailed planning, follow-through on actions and mid-term review. Their financial planners are always available to answer any queries and provide assistance on an ad-hoc basis throughout the year. Do not hesitate, go for it. The returns you'll get over time by following the financial plan will far outweigh the investment in hiring the services. Holistic follows a systematic process and facilitates the customers to have a good understanding and grip over their financials. ................ (Testimonial given earlier in 2016) I find Holistic Investment team very responsive and diligent. They attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan. It is very easy to work with them because the investments are linked to specific goals, and whenever I need a certain amount for any reason, I always approach them, and they advise me from which investment to withdraw/redeem. 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 cooperative and responsive to my needs.

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Rohit Deshmukh Operations Director- South Asia, Cochlear

K.P.Surendran

(Testimonial given earlier in 2015) I am dealing with Holistic Investment Planners since 2000. I have got excellent results after working with them. I was able to do my…

(Testimonial given recently in 2019) The finance advice and the investment advisory service that I received from the Holistic Investment Planners was meticulous. To my relief, they created a well-diversified mutual fund portfolio to make the right investments and they are conducting a periodical portfolio review for maintaining good returns. I would recommend Holistic Investment Planners to anyone who wants to achieve their financial goals. ................. (Testimonial given earlier in 2015) I am dealing with Holistic Investment Planners since 2000. I have got excellent results after working with them. I was able to do my daughter's marriage only with the help of Holistic Investment Planners. I am getting good support from their staffs all the time. I can refer Holistic to my Friends & Relatives. I wish them all Prosperity & Development in the Years to come.

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K.P.Surendran Madras Aluminium Company Ltd, Retired Engineer

Google Reviews

NITHYA K

19. March, 2021.

Nagendra Kumar V.R

2. March, 2021.

It has been 5years since i started my SIP and i can comprehensively say HIP is backbone of my financial planning. Team HIP is always very supportive and their expertise is available for me always. Especially Mr.Ramalingam and Mr.Rajan are guiding me in a professional way to achieve my goals. I would appreciate them for maintaining a systematic approach for every year plan like collecting fact finders to understand any change in goal and for any new goals etc., conducting scheduled review meeting to track the progress of my investment and giving the feedback. If anyone wants help from experts for your financial planning Holistic is the right place, not because just rest assured...definitely return assured!!!! Regards Nagendra Kumar V.R

Rangeesh C

24. January, 2021.

srini vasan

24. January, 2021.

I am with Holistic Investment for several years now, they have helped me to streamline my investments Holistic is fundamentally created disciple of managing your investments in line with your goals Excellent guidance helped me to accomplish key goals on time Holistic is more than consulting – They are lifelong guide for the true financial freedom seekers

Pradeep Balaji

4. January, 2021.

I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.

Dilip Mohan

2. January, 2021.

I’ve been using their services for the last 5 years and they have never disappointed me even once. They provide really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I must especially appreciate Mr. T. Rajan for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio. I would recommend their services for anyone who wishes to have their finances handled. Kudos to your company and keep up the good work!

Maheswari S

2. December, 2020.

Sasikumar Kuppuswamy

21. November, 2020.

Having constant recommendations and periodic review is helping to understand our portfolio better.

Aslam Far

26. October, 2020.

For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.

Akash D

12. August, 2020.

Google rating score: 4.3 of 5,
based on 46 reviews.