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 is Smallcase Investing? Is it Better than Mutual Funds?
Sensex in India is more than 40 years old. Throughout these years, countless number of investors have tried a number of investment strategies to gain profits. In a long line of such strategies, the recent player is the Smallcase.
READ MORE ...

Understanding Risk & Return: A Webinar on Risk Adjusted Returns
How can I, as an investor, get risk adjusted returns? This is one of the questions every investor ponders upon. It is a good one because of the fact that an investor does not have control over returns but the risk. That being said, how can you go about it remains a complete mystery. How can you manage investment risk to get a decent return worth
READ MORE ...

What is NFT? Why is it Getting a Lot of Attention?
In March 2021, Vignesh Sundaresan, a Singapore based entrepreneur bought ‘The First 5000 Days’ for $69 million. ‘The First 5000 Days’ is a digital art, and it is the world’s costliest NFT at present. It may be puzzling, why would someone pay $69 million for a digital art. But, for many, it is even more puzzling: what is NFT?
READ MORE ...

Wealth Creation through Bluechip-A Webinar on Stock Market for Indian Investors
“The fear of the unknown is more dangerous than the fear of the known” It is probably the ideal example of how 2020 and 2021 has been, so far. When the pandemic hit, very little information was available about its impact. Among other things, it disrupted economic growth, in what was already called a “slow economy”. But the disruption was not specific to Indian market alone.
READ MORE ...

A Stock Market Webinar For Beginners: The Lighthouse
In the world of personal finance, stock market investment itself is a vast ocean. Whether you get marooned in this ocean or see it as an ocean of opportunities is in your perspective. But as a beginner, or an amateur, where would you begin? What matters while investing in the stock market, and what doesn’t? You cannot try out every strategy there is to see which one works.
READ MORE ...

VIEW MORE ARTICLES

REVIEWS

Pradeep Balaji

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…

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.

Read More

Pradeep Balaji

Dilip Mohan

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…

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!

Read More

Dilip Mohan

Lokesh Kumar

I started investing in January 2020. Now I have seen a decent gain with the COVID 19 with the pandemic. Without Holistic Investment Planners, I would have made the wrong…

I started investing in January 2020. Now I have seen a decent gain with the COVID 19 with the pandemic. Without Holistic Investment Planners, I would have made the wrong choices with my investments. Also, it would have taken a lot of time and research to select the best investment plans. Their response is very quick. I feel like it is very valuable to interact with them because of their suggestions are valuable. With Holistic Investment Planners, your investment plans are in good hands. I can reach them easily if I have any doubts or concerns.

Read More

Lokesh Kumar Jamjoor Ramachandran Software Developer, Audimex AG

Mohammed Yousuf

Holistic Investment Planners disciplined my investments and savings which I was not able to do without the support. Without them, it would have cost me much more than a monetary…

Holistic Investment Planners disciplined my investments and savings which I was not able to do without the support. Without them, it would have cost me much more than a monetary loss. They are not making any hasty decisions. Everything has a clear cut process and importantly Holistic keeps reminding me to check on my financial goals. This has helped a lot to keep track. There is a free 60 minutes counselling to understand and support you. You should work with this group on a long term basis to reach your goal. I would highly recommend it. Holistic Investment Planners is very humble and down to earth team, everyone is very respectful and calm in managing day to day affair. They go overboard in helping the customers.

Read More

Mohammed Yousuf Operations Manager, RRD

Sriram Somasuntharam

Since 2009, I have been using the services of Holistic Investment Planners. The company has done an excellent job in implementing my Financial Plan. I have been getting inflation-beating returns…

Since 2009, I have been using the services of Holistic Investment Planners. The company has done an excellent job in implementing my Financial Plan. I have been getting inflation-beating returns based on their guidance on my investments.

Read More

Sriram Somasuntharam Senior Executive, Cater Pillar

Google Reviews

HariBaskaran K

3. June, 2021.

I have been using their service for 2 years and I am happy for the investment plan build constructively & maintaining on right track to achieve the goals within specified timeline. The continuous follow up on reviewing the investment plan, supporting multiple times to answer our queries which shows their professionalism, experience & quality. Glad to continue relationship with them & Thanks for it!

Balasubramaniam Natarajan

15. April, 2021.

Holistic Investment Planners have helped me put together a proper financial plan for the first time in 2020. I felt that they made a difference by being transparent about their entire approach, not forcing me to buy products through them and helping me with the thought process. I have done one planning session and one review session and can see the value that I can get out of my dealings with them and really appreciate all of their knowledge and the commitment to their customers. Good show and look forward to continuing my relationship with them to help achieve my financial goals.

aarti shetty

13. April, 2021.

Iv been using their service last 2yrs and I highly recommend Holistic Investment Planners coz the expert, trustworthy,professional planning,advise and support they provide has helped during the turbulent times seen last 2yrs and is essential for longterm financial health.

Jagdish S

28. March, 2021.

I have been availing financial advice from Holistics from the year 2014. Being an NRI at that time, I had a decent savings. The challange was how to put my savings in order to achieve my life's goals. Fortunately, I came to know of Holistics, who have been providing excellent service ever since I became their client. Their service includes initial gathering data from client, analysing current investment status, understanding our life goals and proposing investment category etc., with sound logic reasoning to meet the goals. At every step, say starting from collecting data, joint review, draft proposal, and final plan submission they surely exceed my expectation. I will not hesitate to recommend Holistics to anyone (in fact I have already) who are serious about their financial well being and wishes to have a proper and workable financial plan.

Balaji G

24. March, 2021.

Been engaged with Holistic for the last 7 years and I have been impressed by their knowledge and professionalism. In March 2020,I was panicking looking at my portfolio and talking to my friends.I called Mr.Ramalimgam who calmly assured me that there was no reason to cash out during a market fall. Looking back now,Iam thankful for the timely guidance from Holistic. Will definitely recommend them.

Deepan Chakravarthy

23. March, 2021.

Excellent in what they promise to deliver. Being out of the country, I have visited them only once and the rest has been taken care over email.

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

Google rating score: 4.3 of 5,
based on 51 reviews.