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REVIEWS

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

Sripada
I have been using the services of Holistic Investment planners since Aug, 2014.Before choosing them, the only financial tool which I know is either Bank FD/RDs or LIC. I didnt…
I have been using the services of Holistic Investment planners since Aug, 2014.Before choosing them, the only financial tool which I know is either Bank FD/RDs or LIC. I didnt know any other investment tool.But after choosing them, I understood how the investments only in bank FD/RDs will not make you wealthy. They helped me understood how the equity exposure to a portfolio will fetch higher returns.The main part which I liked most in their process is that the investments are all goal oriented.With their solid understanding of my current financial position, they are able to prepare a financial plan and helped me achieve my goals without burden.Their team is very professional. The best part is that they are always reachable via phone/e-mail.I am really impressed with the way how things are happening after choosing Holistic Investment planners. Now, I am having a real peace of mind as everything is going as per plan and they are always there to take care of the plan.I strongly recommend them to anyone who is really in need of a solid financial suggestion. I can bet , you will never regret the decision.
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Sripada Software Engineer,Cisco Systems

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.

Anand Vijaykumar
I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve…
I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve my financial goals. The Financial Advisor from Holistic spent considerable time understanding my goals and also advising me on the right approach to investments. Using financial research that Holistic had done, he was able to let me know which were the right mutual funds to invest in and allowed me to make the choice. The in-depth insights and clarity towards the markets helped me invest soundly.
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Anand Vijaykumar Software Professional

P.R. Muralidharan
(Testimonial given recently in 2018) I have been associating with Holistic Investment for the past 10 years. I find them very professional, and they have a lot of market knowledge.…
(Testimonial given recently in 2018)I have been associating with Holistic Investment for the past 10 years. I find them very professional, and they have a lot of market knowledge. A common man like me needs good advice from the Investment Planners, and I get it from them.Previously, I used to invest in all the mutual funds without knowing what it is. My first interaction with Mr.Ramalingam, (Director & Founder of Holistic Investment Planners) made me understand how this market works and how Investment Planner is important for a common man.I make all my investments through them. They review each and every fund and give me advice about the changes that I need to do in my investments. They provide an excellent service to their customers. All their workers are taking care of their customers very well. I wish them good luck, and I am sure they will continue to provide an excellent service like they are doing now.................(Testimonial given earlier in 2015)I used to invest in each and every fund initially without knowing the background of the fund. Fifty percent of those funds were not giving the desired results at all. Investment advisor's from Holistic Investment Planners suggested major revamp on my investments which made my portfolio more profitable. They taught me how to invest and plan my investments in the long run. The cumulative effect that I get from my investments is really good. My investment is safe and I am getting a return of 15% to 18% on the investments that I have made so far. This is possible only because of the expert suggestions that I have got from Holistic Investment Planners.Their knowledge level on the mutual fund market and their advice to switch from under performing fund to a better fund to have greater returns are the best part I have considered after working with them. Without any hesitation, I would recommend Holistic Investment Planners. They are very loyal, knowledgeable and customer oriented. I am very impressed about this organization.
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P.R. Muralidharan HR Consultant

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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