Get started with your mutual fund investment with our FREE online account

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Online Mutual Fund Investment

Get Started with Your Mutual Fund Investment with our FREE Online Account

“One stop shop for everything” become one of the most famous and common thing in this contemporary world.
Online Mutual Fund investment is no exception.

Buying and selling Mutual Funds through online saves your time and effort. You can choose any fund from any Mutual Fund house, and do investment from any part of the world.

Holistic Investment Planners brings you online Mutual Fund Investment Platform for the investors like you.

Click the link below and fill the form to start your online mutual fund investment with us!
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Click here to begin your investment journey with us!

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Why Holistic Investment Planners? What makes us different?

Our need-based and principle-centered wealth management process helps investors to get unbiased authentic financial advice.

Our clients benefit from the expertise we have developed working one-on-one with Successful Senior Corporate Executives and NRIs since 2000.

We can understand the clear picture on your financial status where you are currently, where you have to go, and how to go.

We spend more time with clients discussing about demystifying myths and clarifying their doubts. This will increase the awareness level on financial products of our clients like you.

In our new online platform, you can get,
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Choose the goal based mutual funds to invest
Experts’ opinion on your chosen fund
Wealth creation
One time documentations
Paperless investment execution for Subsequent transactions
Automating Regular Investments
No data breaching (All your investment details will be secured with us)
9.30 am to 6.00 pm (Mon – Sat) Online and Offline Customer Care Support

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Also if you want, you can upgrade to our financial planning service to plan and achieve your financial goals.
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Click here and start your investment!

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5 myths of Mutual Fund Investment

Myth: 1 -You need a large amount to invest in Mutual funds

Actually, No. You don’t need a large amount to start invest in mutual fund investment. Minimum investment amount for SIP is Rs. 500 and minimum investment amount for lump sum is Rs. 5000.
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Myth: 2 – Mutual Fund SIP has only monthly basis investment

Absolutely not. You can invest certain amount of money on weekly basis, monthly basis or quarterly basis on Mutual Fund SIP.
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Myth: 3 – Mutual Fund Investment is complicated. Only experts can invest in Mutual Fund investment

Again not true. Mutual Fund Investment is not complicated as you think. If you have knowledge on mutual fund investment it is a plus for you. But you don’t, no problem, you can always ask our experts’ help to choose the mutual fund for you.

Starting your investment through online will make your investment process easier. All you have to do is a one-time verification process. Then you can start to buy and sell mutual fund investment at anytime you want without any complication.
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Myth: 4 – Online Mutual Fund Investment is not safe to do

Once again not at all. Not all the online investment platforms are unsafe. With NSE registered Online Mutual Fund platforms you can do online investment without the fear of data breaching.
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Myth: 5 – Investing based on Past Performance of a fund will give you more returns

If a star cricket player scored century in the previous games, that doesn’t mean he will score century in his next game as well. He might loss his chance in the first ball itself in his next games. The same is applicable for mutual funds too.

If a particular fund performed well in the past that doesn’t mean it will perform well in the future too. Churning your investment to best funds just based on past performance might decrease your chance of getting high return.

If you want to follow the performance of the fund, then choose the long-term performance of the fund.
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Get started with our online investment here!

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FAQ:

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[su_spoiler title=”1. Is Online Investment Platform Safe for Mutual Fund Investment?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Yes. Our online investment platform is very safe for investment. All your personal, as well as your investment data, will be secured with us.[/su_spoiler]

[su_spoiler title=”2. How does it work?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]It is very simple to use. All you have to do is fill the form and do one-time verification to start your investment. We have a dedicated customer care team to assist you. customercare@holisticinvestment.in[/su_spoiler]

[su_spoiler title=”3. How can I buy/sell funds through online?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]After creating the online account you can select the funds to buy and transfer the money from your bank.[/su_spoiler]

[su_spoiler title=”4. Are you charging for opening online account or for every transaction?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]There is no account opening fee and transaction fee to invest with our platform.[/su_spoiler]

[su_spoiler title=”5. How long will it take to open new online account?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]If you already have a KYC, then it will take just 1 day to create your online Mutual Fund Account. If you don’t have KYC, then it will take 3 to 4 weeks to create online mutual fund account.[/su_spoiler]

[su_spoiler title=”6. What are the documents required to create a new online investment account?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]If you have KYC,

1. Filled-in Online account form
2. Soft copy of Cancelled Cheque Leaf

If you don’t have KYC,

First, you can complete your KYC (Contact our customer care team to create your KYC. It will take at least 15 working days to create a new KYC) with usual KYC documents in easy procedures.

Then, you need to submit the Filled-in online account form and Soft copy of Cancelled Cheque Leaf.

For more details contact our customer care team here (customercare@holisticinvestment.in)[/su_spoiler]

[su_spoiler title=”7.Do I need demat account to start my online investment?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]No. You don’t need demat account to start your online investment account with us.[/su_spoiler]

[su_spoiler title=”8. Do I need to open this account though I have already have demat account?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Yes. Even if you have demat account, you need to create a new online investment account to start your investment.[/su_spoiler]

[su_spoiler title=”9. Do I need to open one online account for my entire family? Or individual account for everyone?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]It is up to you, if you want you can create a separate account for every individual person of your family or you can create a single account for your whole family.[/su_spoiler]

[su_spoiler title=”10. Can I do all my mutual fund investment in one account or do I need to open separate account for each mutual fund investment?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Yes, you can. You don’t need multiple accounts for every single mutual fund investment scheme.[/su_spoiler]

[su_spoiler title=”11. Are you registered to distribute mutual funds?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Yes we are. We are SEBI registered Investment Planners. Our Advisor Registration Number is 4188.[/su_spoiler]

[su_spoiler title=”12. How do you get compensated?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]We can get compensate by the respective Mutual Fund Companies. If you invest Rs. 10000, we will get around Rs.50-70.[/su_spoiler]

[su_spoiler title=”13. Which are the Mutual Fund companies supported by this platform?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]All the Mutual Fund Companies[/su_spoiler]

[su_spoiler title=”14. What if I want to close/deactivate my online mutual fund investment account?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]You can close your account anytime you want. Just inform us to close your online account to initiate the process.[/su_spoiler]

[su_spoiler title=”15. If I stop investing, will I get access to portfolio tracker in future?” open=”no” style=”default” icon=”plus” anchor=”” anchor_in_url=”no” class=””]Yes[/su_spoiler]

Mutual Fund

Name *

Email *

Phone *

City *

Date to Discuss *

(DD/MM/YYYY)

Time to Talk *

Annual Income *

Requirement *

e.g Retirement Planning

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It’s time to start your investment to achieve your financial goals. Now, you can’t say don’t have time for your investment and investment process.

Don’t forget dreams are just a dream until you plan for it. Our online mutual fund investment platform will help you to achieve your financial goals. If you have any doubt we are always here to help you. You can contact our Customer Service anytime. Also, if you have difficulties in choosing the right investment in mutual fund, you can always consult our Certified Financial Planners.

Happy Investment!!!

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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

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

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

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.

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