Investment Advisory

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

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

Financial Planning

Investment Advisory

Financial security for tomorrow requires that you make profitable investment decisions today.

Our investment advisory package will show you how to invest like a veteran. We will give you the suggestion on where your money should be invested with reference to whether you are looking to make money now or over the long term.

In our Investment Advisory Service, we provide

Investment Plan for fresh corpus
Portfolio revamp plan
Analyse and provide tax impact on capital gains
Portfolio review and rebalancing
Online access and
Preparing investment report

Our Investment Advisory Service Fee is just Rs. 7,500.

Enrol with our Investment Advisory Service here!

Though the package is not complete and comprehensive like our Financial planning Service,

We will assist you to take better investment plan decisions by handholding you in the documentation, getting online access and preparing investment performance reports.
We will be accessible and responsive within 48 hrs
Reviewing and Rebalancing investments periodically
Not attached to any particular financial products or mutual funds or insurance companies and we don’t focus on selling any products
Newsletters will be circulated periodically

Pay Here! Rs. 7,500

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REVIEWS

S.Milton & A.Daniel
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
A set of assets which an investor holds. This may contain equities, mutual funds, insurance and other cash equivalents.
We are very happy with the efficent and knowledgeable service provided by Holistic Investment Planners. They are approachable and responsive to our needs; and offer a commendable quality of service. Continue Reading
S.Milton & A.Daniel EASA Counselling

Sridhar Manirao
Will : legal declaration of how a person wish his/her possession to be disposed after their death
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.
Holistic Investment Planners have helped me in doing an independent evaluation on my financial health status. I was impressed by their robust methodology that took me through the process and Continue Reading
Sridhar Manirao COO, 1CloudHub

Atul Kamat
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
A set of assets which an investor holds. This may contain equities, mutual funds, insurance and other cash equivalents.
I was worried about my returning to hometown in respect of my investments and savings. But these people have done a great job and were a great support for validating Continue Reading
Atul Kamat Al Tayer Group

T.V.Krishnan
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
A set of assets which an investor holds. This may contain equities, mutual funds, insurance and other cash equivalents.
When we wanted to liquidate our investments to buy an immovable property, Holistic Investment’s team did an wonderful job. Their systematic approach helped us get the redemption on time.We could Continue Reading
T.V.Krishnan Accounts Assistant, XC/HQRS, Southern Railway Chennai

Dr.Alben Sigamani
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
A set of assets which an investor holds. This may contain equities, mutual funds, insurance and other cash equivalents.
I got to know of HOLISTIC investment Planners on CNBC TV, when they were awarded “The Best Performing Financial Advisor Award”. This was a time, when I was just beginning Continue Reading
Dr.Alben Sigamani Group Head - Clinical Research at Narayana Hrudayalaya Hospitals

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.

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.

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.

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.

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....

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 :)

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.

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.

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.

Siva Kumar

10:45 05 Apr 19

Holistic Company offering Professional service and Very easy approachable.

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