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

RECENT ARTICLES

What Are The Suitable Investments for Returning NRI?
Coming back home is a special thing for every returning NRI. Working hard day in and day out in a foreign land for years to become financially well only adds to the joy. But any transition is troublesome. For any returning NRI, one of the biggest fears is adapting to the investment environment in India. There will be too many unanswered questions.
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Has the Mutual Fund Investment Rule Changed Post Covid19 Crash?
“There are decades where nothing happens, and there are weeks where decades happen.” It is a quote from Vladimir Lenin, a revolutionary leader of Soviet Russia. Ironically, it describes the nature of the stock market very well. In 2020, the SENSEX crashed 38% in a matter of weeks. Many investors lost their years of investments.
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Rental Income Vs. Equity Mutual Fund Investment
“Your house is not an asset!” —says Robert Kiyosaki in his book “Rich Dad Poor Dad.” He is one of the many millionaires who made a fortune out of rental income. And then there is Equity Mutual Fund investment. It has relatively lesser risk, better flexibility, and liquidity.
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How Can Investors Manage Asset Allocation?
“Don’t Put All Your Eggs in One Basket” But how many eggs in each of the baskets? The answer is subjective. Finding the right balance between equity and debt investments is one thing. But maintaining that balance has always been a real challenge. It is almost like trying to solve a Rubik’s cube that is fighting back.
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Nilesh Shah’s View on ESG Funds
A longstanding criticism against the free market economy is the concerns of exploitation by the organisations in it. A good organisation must aspire to give as much as it takes: be it its environment, the society around it, even with its governance. In the wake of such concerns—more importantly, Climate Change—came the ESG criteria.
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REVIEWS

Kandavel M

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 to 6 years of…

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 to 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 advice. I know Mr. Ramalingam (Director and Chief Financial Planner) and Mr. Rajan (Director and Deputy Financial Planner) 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 Investment Planners is one of the renowned names in the field of financial investment. I am delighted and have no hesitation in recommending Holistic to one and all for healthy financial wealth.

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Kandavel M Private sector

Ramakrishna

After I started working with Holistic investment planners, I have a clear picture of where I stand financially and what I should be doing If I want to achieve my…

After I started working with Holistic investment planners, I have a clear picture of where I stand financially and what I should be doing If I want to achieve my financial goals.Without the advice of Holistic, my dreams would have been just that - dreams. I never thought I should be saving this much today to get there tomorrow.Before working with Holistic, I did not understand the returns of various investment products and I would not have put my money to optimal use.I would recommend anyone who is interested in savings to work with Holistic. With their sound knowledge and good support, investment plan becomes a breeze.Thank you Holistic investment planners for giving me directions.

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Ramakrishna Managing Director, First Title BPO

Atul Kamat

(Testimonial given earlier in 2018) Holistic Investment Planners validated my financial position prior to moving from UAE to Goa, India & recommended Mutual Fund Investments effectively to achieve my planned goals.…

(Testimonial given recently in 2019) Holistic Investment Planners’ methodology of financial planning was in alignment to my own thought process. Their structured & scientific approach for detailed calculation makes the plan very clear. Financial planners’ independently validated my investment planning and asset allocation against financial goals. Expert advice from Holistic Investment Planners has a robust plan. They addressed gaps and identified areas of improvement. If I didn’t have met them, I might have potential gaps in planning in terms of having a robust plan which factors inflation. If you want to secure your future, Go ahead and hire them. They have award winning financial planning team!! Keep up the good work!! ...................... (Testimonial given earlier in 2018) Holistic Investment Planners validated my financial position prior to moving from UAE to Goa, India & recommended Mutual Fund Investments effectively to achieve my planned goals. 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. Atul Kamat Project Consultant & Business Associate Al Khayyat Investments Dubai.

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Atul Kamat Consultant

Mohamed Azzad

After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of Holistic Investment Planners. Ever since, they…

After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of 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 goal, and they take the time to explain transactions in layman’s terms. If I didn’t meet them, I would have gone through too much of financial Risk. If you have planned to hire them to secure your financial life, then you are in safe hands. Because, they make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.

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Mohamed Azzad IT Manager, Poclain Hydraulics

Anurag Kumar

Clarity precedes success. After, closely working with Holistic Investment Planners, I now know what exactly are the actionable from my side in order to achieve my financial goals. Having a…

Clarity precedes success. After, closely working with Holistic Investment Planners, I now know what exactly are the actionable from my side in order to achieve my financial goals. Having a clear set of the goals is very important and what more important is getting a consultation with the current and future resource. I cannot quantify the cost, but definitely reaching my financial goals would be difficult if I wouldn't have taken the first step. It is the stepping stone towards achieving my financial goals. I enjoyed all my interactions with the Holistic team. For me, Holistic Investment Planners’ team is very professional and knowledgeable. Their work stream gives me the confidence in working with them again on an annual basis. I suggest Holistic Investment Planners for who are all seeking a financial planner help in planning and reaching out your goals.

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Anurag Kumar Senior Business Head

Google Reviews

GOOD

43 reviews on

Pradeep Balaji

4. January, 2021.

I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.

Dilip Mohan

2. January, 2021.

I’ve been using their services for the last 5 years and they have never disappointed me even once. They provide really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I must especially appreciate Mr. T. Rajan for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio. I would recommend their services for anyone who wishes to have their finances handled. Kudos to your company and keep up the good work!

Sasikumar Kuppuswamy

21. November, 2020.

Having constant recommendations and periodic review is helping to understand our portfolio better.

Aslam Far

26. October, 2020.

For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.

Vaidy Subramanian

15. March, 2020.

Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which was translated into a financial plan which was then executed with the able assistance of financial advisors. Before I too the help of Holistic Investment Planners I was unsure of my financial goals and had my investments spread over 25 different funds. But now I am sure about my goals and am confident that I am on the right path. They are systematic, thorough and meticulous. They are happy to explain any doubts or questions whatsoever whether it is regarding a fund category, or a specific fund's performance. They do not try to force a decision on anybody, rather they explain their rationale in a way one can understand and leave the decision in the hands of the client. My own knowledge level of MFs has increased thanks to interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence.