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Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

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

Get started with your Mutual fund Investment with our FREE online account

Listen to this article


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

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

holisticinvestment.in brings you an online Mutual Fund Investment Platform for investors like you.

Click the link below and fill out the form to start your online mutual fund investment with us.

Why holisticinvestment.in? 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 of your financial status where you are currently, where you have to go, and how to go.

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

In our new online platform, you can get,

  • 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

Also if you want, you can upgrade to our financial planning service to plan and achieve your financial goals.

Click here to begin your investment journey with us!

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 investing in mutual fund investment. The minimum investment amount for SIP is Rs. 500 and the minimum investment amount for a lump sum is Rs. 5000.

Myth: 2 – Mutual Fund SIP has only monthly basis investment

Absolutely not. You can invest a certain amount of money on a weekly basis, monthly basis, or quarterly basis on Mutual Fund SIP.

Myth: 3 – Mutual Fund Investment is complicated. Only experts can invest in Mutual Fund investment

Again not true. Mutual Fund Investment is not as complicated as you think. If you have knowledge of 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 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 investments at any time you want without any complication.

Myth: 4 – Online Mutual Fund Investment is not safe to do

Once again not at all. Not all online investment platforms are unsafe. With NSE registered Online Mutual Fund platforms you can do online investment without the fear of data breaches.

Myth: 5 – Investing based on the Past Performance of a fund will give you more returns

If a star cricket player scored a century in the previous games, that doesn’t mean he will score a century in his next game as well. He might lose his chance in the first ball itself in his next games. The same is applicable to 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 the best funds just based on past performance might decrease your chance of getting a high return.

If you want to follow the performance of the fund, then choose the long-term performance of the fund.

FAQ:

1. Is Online Investment Platform Safe for Mutual Fund Investment?

Yes. Our online investment platform is very safe for investment. All your personal, as well as your investment data, will be secured with us.

2. How does it work?

It is very simple to use. All you have to do is fill out the form and do a one-time verification to start your investment. We have a dedicated customer care team to assist you. customercare@holisticinvestment.in

3. How can I buy/sell funds through online?

After creating the online account you can select the funds to buy and transfer the money from your bank.

4. Are you charging for opening an online account or for every transaction?

There is no account opening fee or transaction fee to invest with our platform.

5. How long will it take to open a new online account?

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 an online mutual fund account.

6. What are the documents required to create a new online investment account?

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 a Soft copy of the Cancelled Cheque Leaf.

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

7. Do I need demat account to start my online investment?

No. You don’t need demat account to start your online investment account with us.

8. Do I need to open this account though I already have a demat account?

Yes. Even if you have a demat account, you need to create a new online investment account to start your investment.

9. Do I need to open one online account for my entire family? Or an individual account for everyone?

It is up to you, if you want you can create a separate account for every individual person in your family or you can create a single account for your whole family.

10. Can I do all my mutual fund investments in one account or do I need to open a separate account for each mutual fund investment?

Yes, you can. You don’t need multiple accounts for every single mutual fund investment scheme.

11. Are you registered to distribute mutual funds?

Yes, we are. We are SEBI registered Investment Planners. Our Advisor Registration Number is 4188.

12. How do you get compensated?

We can get compensated by the respective Mutual Fund Companies. If you invest Rs. 10000, we will get around Rs.50-70.

13. Which are the Mutual Fund companies supported by this platform?

All the Mutual Fund Companies

14. What if I want to close/deactivate my online mutual fund investment account?

You can close your account anytime you want. Just inform us to close your online account to initiate the process.

15. If I stop investing, will I get access to a portfolio tracker in the future?

Yes

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 funds, you can always consult our Certified Financial Planners.

Happy Investing!

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Lingesh MMG
Lingesh MMG
20. September, 2023.
Na eppo tha financial goal la enna therunju kitta..enaku full support panna thuku thank you..🥰 friendly nalla pesuninga...
Ravi L
Ravi L
15. August, 2023.
Very knowledgeable and professional team, guided me with the precise financial solutions and timely suggestions.
Hardik Dave
Hardik Dave
5. July, 2023.
Holistic Investment is really nice and trust worthy financial planner. They plan things in realistic manner and also consider future dimensions of items also. They are always available for small or big queries, and also share knowledge and help you become more financial literate, and take right decisions in all financial matters.
Dr. Padmakar Wagh
Dr. Padmakar Wagh
27. June, 2023.
Mr Ramalingam who is the Director of Holistic investments has a excellent financial planning knowledge, the entire Holistic team has been very helpful in my financial planning journey and execution. This is my third year of financial planning with Holistic investments and so far I am satisfied with the progress I have made.
Binamra Dash
Binamra Dash
13. June, 2023.
Very knowledgeable team. Guided me properly with my concerns.
Murugan Bala
Murugan Bala
16. May, 2023.
I have been investing through Holistic for the past 4 years and my experience with them have been really good. The team of Rajan and Ramalingam doing excellent services in meeting my needs through proper guidance on investment options customized. Theya re always available on any specific needs time to time.I would recommend their services to my friends and colleagues too.
Neeraja R K
Neeraja R K
15. May, 2023.
Working with holistic investment planners was a really wonderful experience for me. For me the entire team had been very supportive in all ways. Their working strategy is well planned and methodical. They always keep me informed and updated about my investments, so that i can take informed decisions. The team first helps us understand the basics of investments, then they collect data, work with the data and then provide investments solutions according to our goals which i find it the best. Good luck to the entire team.
deepika kulkarni
deepika kulkarni
21. April, 2023.
We have availed holistic service from last couple of years and are very happy with our decision. Their systematic approach has helped us plan our finances and meet our goals. They provide very comprehensive and detail plan and resource management every 6 months which ensures we are on right track to achieve our goals. Rajan and Ramalingam from holistic are always there to help us with our queries. They have also accommodated any changes to our goals or resources mid year in a professional manner.
Ashook Panneerselvam
Ashook Panneerselvam
21. March, 2023.
For the past year, I have been interacting with Holistic Investment. I frequently read Nanayam Vikatan, which is a publication owned by the Vikatan family, and I was impressed by their financial advice. My brother also suggested holistic investing, and he also got excellent financial advice. Holistic Investment follows a methodical approach that I really liked because they first fully understand our financial situation "As Is," which includes "Assets" and "Liabilities," as well as our short-, mid-, and long-term goals, on the basis of which they provide a detailed plan on how to achieve our goals for which they are recommending various investment options. Even in the investment advice, why do they suggest particular mutual funds and what is the justification behind it, which adds transparency to the client. One essential factor is that they are always available. Even if I needed to make some urgent financial decisions, they were very helpful and kind to answer my questions via phone calls, WhatsApp messages, and emails. I was very happy with their service. Periodic reviews are also crucial, even though I have forgotten that they occur once every three months, and I also intend to renew this year.
Mahesh S
Mahesh S
19. February, 2023.
I have availed Holistic investment service for last 1yr against my early retirement decision. they provided me comprehensive detailed report how to move ahead with my existing resources. moreover, they are available to me whenever i have any doubt.. highly recommend others to avail their service
Google rating score: 4.5 of 5,
based on 104 reviews

Google Reviews

Lingesh MMG
Lingesh MMG
20. September, 2023.
Na eppo tha financial goal la enna therunju kitta..enaku full support panna thuku thank you..🥰 friendly nalla pesuninga...
Ravi L
Ravi L
15. August, 2023.
Very knowledgeable and professional team, guided me with the precise financial solutions and timely suggestions.
Hardik Dave
Hardik Dave
5. July, 2023.
Holistic Investment is really nice and trust worthy financial planner. They plan things in realistic manner and also consider future dimensions of items also. They are always available for small or big queries, and also share knowledge and help you become more financial literate, and take right decisions in all financial matters.
Dr. Padmakar Wagh
Dr. Padmakar Wagh
27. June, 2023.
Mr Ramalingam who is the Director of Holistic investments has a excellent financial planning knowledge, the entire Holistic team has been very helpful in my financial planning journey and execution. This is my third year of financial planning with Holistic investments and so far I am satisfied with the progress I have made.
Binamra Dash
Binamra Dash
13. June, 2023.
Very knowledgeable team. Guided me properly with my concerns.
Murugan Bala
Murugan Bala
16. May, 2023.
I have been investing through Holistic for the past 4 years and my experience with them have been really good. The team of Rajan and Ramalingam doing excellent services in meeting my needs through proper guidance on investment options customized. Theya re always available on any specific needs time to time.I would recommend their services to my friends and colleagues too.
Neeraja R K
Neeraja R K
15. May, 2023.
Working with holistic investment planners was a really wonderful experience for me. For me the entire team had been very supportive in all ways. Their working strategy is well planned and methodical. They always keep me informed and updated about my investments, so that i can take informed decisions. The team first helps us understand the basics of investments, then they collect data, work with the data and then provide investments solutions according to our goals which i find it the best. Good luck to the entire team.
deepika kulkarni
deepika kulkarni
21. April, 2023.
We have availed holistic service from last couple of years and are very happy with our decision. Their systematic approach has helped us plan our finances and meet our goals. They provide very comprehensive and detail plan and resource management every 6 months which ensures we are on right track to achieve our goals. Rajan and Ramalingam from holistic are always there to help us with our queries. They have also accommodated any changes to our goals or resources mid year in a professional manner.
Ashook Panneerselvam
Ashook Panneerselvam
21. March, 2023.
For the past year, I have been interacting with Holistic Investment. I frequently read Nanayam Vikatan, which is a publication owned by the Vikatan family, and I was impressed by their financial advice. My brother also suggested holistic investing, and he also got excellent financial advice. Holistic Investment follows a methodical approach that I really liked because they first fully understand our financial situation "As Is," which includes "Assets" and "Liabilities," as well as our short-, mid-, and long-term goals, on the basis of which they provide a detailed plan on how to achieve our goals for which they are recommending various investment options. Even in the investment advice, why do they suggest particular mutual funds and what is the justification behind it, which adds transparency to the client. One essential factor is that they are always available. Even if I needed to make some urgent financial decisions, they were very helpful and kind to answer my questions via phone calls, WhatsApp messages, and emails. I was very happy with their service. Periodic reviews are also crucial, even though I have forgotten that they occur once every three months, and I also intend to renew this year.
Mahesh S
Mahesh S
19. February, 2023.
I have availed Holistic investment service for last 1yr against my early retirement decision. they provided me comprehensive detailed report how to move ahead with my existing resources. moreover, they are available to me whenever i have any doubt.. highly recommend others to avail their service
Google rating score: 4.5 of 5,
based on 104 reviews

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