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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Investing a Lumpsum: How to do it the Right Way?
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What if the Stock Market Crashes Days Before I Redeem for My Financial Goal?—The Safest Strategy to Exit the Market!
Imagine this. You are investing in an equity mutual fund scheme for 10years. It is for your kid’s college fund. Finally, the goal is here, and you need the fund in a couple of days. But the next morning, flash news: “SENSEX Crashes by 30%!” You take a look at the investment value of your fund.
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Trouble Analysing the IPO Offer Document? What Matters the Most While You Invest?
Every IPO creates a buzz in the stock market. “Is this the golden nugget of stocks?” No investor would want to miss out on that. “What if this company has the edge over its competitors?” It is a guaranteed industry leader and a wealth generator for investors. But how can you be sure?
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Right Time to Invest in Bitcoin/Cryptocurrency? Consider These Before You Do!
“The Currency of the Future” It is the unofficial tagline given to Bitcoin or any other cryptocurrency, for that matter. Bitcoin, Ethereum, Litecoin, Chainlink, Dogecoin, there are several cryptocurrencies. Even billionaire Elon Musk is openly supporting Dogecoin,
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REVIEWS

Madhav Vaidyanath

I have been associated with Holistic Investment Planners for the last 6yrs and i would say i came to know about them as a novice in investing through my father…

I have been associated with Holistic Investment Planners for the last 6yrs and i would say i came to know about them as a novice in investing through my father who was a erstwhile client of Holistic. So technically i could call myself the second generation client of Holistic. Their approach then was more of a guide to sound investments. Over the last 6yrs, thanks to Mr.Ramalingam & his bunch of committed employees they have risen steadily to provide a complete range of services across the section of investors backed up by very sound industry knowledge and hands on experience. I was one of the first (if not the first) one to opt for Holistic's Financial Planning/Investment Advisory services and while it took some time to bring the same into practice (which as an investor needed very high financial discipline), but i can surely commit that i am seeing results. Their Sincere, streamlined approach to investing, cautiously mixing, reward & risk singles them out in this industry wherein commission & targets drive profits. One of the positive things that differentiates them is their willingness to listen to the investor and offer advice appropriately. I can confidently say that i have taken a correct decision as far as my investments are concerned. The effects of the downturn and treacherous markets have triggered the need for a reliable & able adviser and i would for sure suggest Holistic Investment Planners

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Madhav Vaidyanath Project Leader-Bank of America Merill Lynch

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

Rohit Deshmukh

Earlier I was investing in different instruments basis some self study and reviews, and there was no goal specific plan. On availing the service of financial planning from Holistic Investment,…

Earlier I was investing in different instruments basis some self study and reviews, and there was no goal specific plan. On availing the service of financial planning from Holistic Investment, I understood the importance of having an investment plan keeping the short term and long term objectives in mind. I've now been able to have specific investments linked to specific goals, which has given me far more confidence about my finances. Ramalingam has been an excellent advisor, not only going in a systematic way in creating the plan, but also explaining the importance of various things, implications of various types of investments and instruments and clarifying all doubts which I had in mind.

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Rohit Deshmukh Deputy General Manager

Subramaniam Kasi

I have been dealing with Ramalingam and his team at holistic for the last 12+ years and I always find his judgement and wisdom on investment issues to be very…

I have been dealing with Ramalingam and his team at holistic for the last 12+ years and I always find his judgement and wisdom on investment issues to be very sound and future proof. The entire team is very friendly and passionate about the work they do for their clients. More importantly the view that the company takes on investment is prudent and stands the test of time - a rare quality in the murky world of finance and investing. I will most gladly recommend them to any potential or existing investor.

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Subramaniam Kasi Independent IT contractor

Rohit Deshmukh

(Testimonial given recently in 2018) I’ve been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of…

(Testimonial given recently in 2018) I've been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of my planner has enabled me to keep an eye on my financials and invest in the right debt/equity schemes. Without their support, I would have probably continued investing in an ad-hoc and under-informed manner, and wouldn't have struck the right balance to meet my requirements. I like their detailed planning, follow-through on actions and mid-term review. Their financial planners are always available to answer any queries and provide assistance on an ad-hoc basis throughout the year. Do not hesitate, go for it. The returns you'll get over time by following the financial plan will far outweigh the investment in hiring the services. Holistic follows a systematic process and facilitates the customers to have a good understanding and grip over their financials. ................ (Testimonial given earlier in 2016) I find Holistic Investment team very responsive and diligent. They attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan. It is very easy to work with them because the investments are linked to specific goals, and whenever I need a certain amount for any reason, I always approach them, and they advise me from which investment to withdraw/redeem. Similarly, in case of a surplus, they recommend an appropriate plan for it. The breakup between debt and equity has worked well, and I've never faced a situation where I am exiting from an equity investment at an inappropriate time due to an emergency. The short-term requirements have been well managed through the debt investments. Overall, Holistic Investment has been very cooperative and responsive to my needs.

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Rohit Deshmukh Operations Director- South Asia, Cochlear

Google Reviews

NITHYA K

19. March, 2021.

Nagendra Kumar V.R

2. March, 2021.

It has been 5years since i started my SIP and i can comprehensively say HIP is backbone of my financial planning. Team HIP is always very supportive and their expertise is available for me always. Especially Mr.Ramalingam and Mr.Rajan are guiding me in a professional way to achieve my goals. I would appreciate them for maintaining a systematic approach for every year plan like collecting fact finders to understand any change in goal and for any new goals etc., conducting scheduled review meeting to track the progress of my investment and giving the feedback. If anyone wants help from experts for your financial planning Holistic is the right place, not because just rest assured...definitely return assured!!!! Regards Nagendra Kumar V.R

Rangeesh C

24. January, 2021.

srini vasan

24. January, 2021.

I am with Holistic Investment for several years now, they have helped me to streamline my investments Holistic is fundamentally created disciple of managing your investments in line with your goals Excellent guidance helped me to accomplish key goals on time Holistic is more than consulting – They are lifelong guide for the true financial freedom seekers

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!

Maheswari S

2. December, 2020.

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.

Akash D

12. August, 2020.

Google rating score: 4.3 of 5,
based on 46 reviews.