fbpx

Portfolio : A collection of investments owned by the same individual or organization.

Will : legal declaration of how a person wish his/her possession to be disposed after their death

It is Total Assets of a person at the given point of time. That is buildings, investments and other assets s/he is having. Benefits will be enjoyed by his heirs after his death through his will.

A set of assets which an investor holds. This may contain equities, mutual funds, insurance and other cash equivalents.

Wealth is accumulation of resources or as on date value of assets a person own. Commonly Net worth is the measure of Wealth of an individual.

It is the raise in the value of Consumer Price Index. That is the rate of increase of the price of a goods or services.

Financial Planning


In our company name “Holistic Investment Planners”, ‘Holistic’ stands for “COMPLETE and COMPREHENSIVE”. The financial planning service which we offer is REALLY complete and comprehensive.
Our financial planning package includes the following 7 process or services.

1. Financial Plan Construction
2. Risk Management
3. Existing Portfolio Revamp
4. Investment Plan & Tax Plan
5. Financial Plan Review
6. Investment Plan Review
7. Financial Plan Execution

Comprehensive financial planning cost is Rs. 25,000. You can pay 50% advance of Rs. 12500. Balance can be paid after getting written financial plan report.

 

Enrol Now (Pay Rs.12500)Comprehensive Financial Planning

 

Features of Holistic Investment Planners

          • Certified Financial Planners (CFPs)
          • Experienced Financial Planners & Advisors
          • Strong Financial Planning & Support Team
          • Strong Support Staff will make ease of doing your Financial Planning
          • Rich & Diverse Client Base

Our investment suggestions will be completely independent, unbiased and customer centric. We don’t live out of the commission income derived from investor’s investment schemes. We focus on the fee income. Everything is transparent and you need not worry about any hidden charges.
 
Get these 7 services by opting for our comprehensive financial planning.

 

Enrol Now (Pay Rs.12500)

 

Why Comprehensive Financial planning at Holistic Investment Planners is right for you

You will be happy in the way you manage your financial priorities.
You will take control of your financial future and unlock the doors to financial success.
You will manage your money properly.
You will have your financial goals written in black and white.
You will know the right amount of wealth you need to build.
You will protect your assets well.
You will plan your investments and estate.
You will make investments in conjunction with your life events such as children’s marriage, children’s higher education, dream – house/car/vacation, retirement, etc.

 

Enrol Now (Pay Rs.12500)

 

Read what our Clients have said about our expertise and their long term relationship with us.

Without them, I would have made wrong MF Investments & that would have had a long-term impact on my goals. Their structured approach to financial planning has been helping me manage my personal finances well.
Their fee based approach is quite attractive which is regardless of net worth of the individual. I think they are the best option for NRIs managing money in India.

-Atul Kamat, Consultant – Goa

I find that they are experts at tracking the performance of funds they recommend and they know how and when to enter/exit the funds which is key to making money. They have educated me on various occasions and demystified certain myths, which are very satiating. I feel more comfortable working with them compared to the financial planners I came across in the US.

Their fee based approach is quite attractive which is regardless of net worth of the individual. I think they are the best option for NRIs managing money in India.

-Lakshmikanth Namburi Senior Director, Research & Development ADVANTEST AMERICA

Initially, I did not have any clarity on Mutual Funds and was averse of investing in them. Gradually through meetings with me, Holistic representatives informed me of the advantages of investing in Mutual funds and removed most of my misgivings. Even then, I approached Mutual Funds from a tax saving, compulsory perspective rather than a wealth creating one. During a cash crunch, I got irritated with the monthly SIP’s. But somehow I stuck on. And it is perhaps one of the wisest things I have done.

They are sincere and practical. They are also extremely professional and go the extra mile to take care of all your needs.

Vijay Chacko, Director – Brandwave Communications (P) Ltd

I have learnt about the influence of inflation on financial planning, and I am balancing my daily needs with better control on future goals.
Without Holistic, 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.

-Nagendra Kumar, Deputy Manager, Fiat Chrysler Automobiles – Chennai

 

Enrol Now (Pay Rs.12500)

 

Financial planning is a continuous process, and with Holistic Investment Planners, you will get a customized and flexible financial plan to help you improve all aspects of your financial life.

We won the South India’s Best Performing Financial Advisor Award Winner from CNBC TV18 in 2012. This award was a result of our strong and continuous ethical practice and trustworthiness.

Comprehensive financial planning cost is Rs. 25,000. You can pay 50% advance of Rs. 12500. Balance can be paid after getting written financial plan report.

Enrol Now (Pay Rs.12500)Comprehensive Financial Planning

 

Take Better Financial & Investment Decisions!

Happy Investing!

TOP