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.Shivram
Will : legal declaration of how a person wish his/her possession to be disposed after their death
I have been associated with Holistic Investment since 2002. While I started small, today all my financial goals are developed in consultation with them. Being a Management Consultant as well…
I have been associated with Holistic Investment since 2002. While I started small, today all my financial goals are developed in consultation with them. Being a Management Consultant as well as a person who understands finance,I can enormously appreciate their professional approach towards various investment avenues.Their professional and logical approach to financial planning was outstanding.I now have a complete and comprehensive vision and approach as far as my financial goals are concerned. One of the strong points of Holistic investment is their service approach as well the philosophy of guiding the customer. I will wholeheartedly recommend holistic investment to my friends and relatives.
Read More
S.Shivram Director-Human Capital Consulting

P.R. Muralidharan
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.
(Testimonial given recently in 2018) I have been associating with Holistic Investment for the past 10 years. I find them very professional, and they have a lot of market knowledge.…
(Testimonial given recently in 2018)I have been associating with Holistic Investment for the past 10 years. I find them very professional, and they have a lot of market knowledge. A common man like me needs good advice from the Investment Planners, and I get it from them.Previously, I used to invest in all the mutual funds without knowing what it is. My first interaction with Mr.Ramalingam, (Director & Founder of Holistic Investment Planners) made me understand how this market works and how Investment Planner is important for a common man.I make all my investments through them. They review each and every fund and give me advice about the changes that I need to do in my investments. They provide an excellent service to their customers. All their workers are taking care of their customers very well. I wish them good luck, and I am sure they will continue to provide an excellent service like they are doing now.................(Testimonial given earlier in 2015)I used to invest in each and every fund initially without knowing the background of the fund. Fifty percent of those funds were not giving the desired results at all. Investment advisor's from Holistic Investment Planners suggested major revamp on my investments which made my portfolio more profitable. They taught me how to invest and plan my investments in the long run. The cumulative effect that I get from my investments is really good. My investment is safe and I am getting a return of 15% to 18% on the investments that I have made so far. This is possible only because of the expert suggestions that I have got from Holistic Investment Planners.Their knowledge level on the mutual fund market and their advice to switch from under performing fund to a better fund to have greater returns are the best part I have considered after working with them. Without any hesitation, I would recommend Holistic Investment Planners. They are very loyal, knowledgeable and customer oriented. I am very impressed about this organization.
Read More
P.R. Muralidharan HR Consultant

NagendraKumar V R
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 had some difficulty to execute my financial plans before working with Holistic. Now, I am on track to achieve my short term and long term financial goals. I have…
I had some difficulty to execute my financial plans before working with Holistic. Now, I am on track to achieve my short term and long term financial goals. I have learnt about the influence of inflation on financial planning, and I am balancing my daily needs with better control on future goals.I wouldn’t have planned my long-term goals properly, and perhaps would have lost faith in my ability to meet some of my dreams. Support and guidance provided by the executives are very professional and friendly. Choosing Holistic for my financial planning would be one of my best decisions in life for sure.
Read More
NagendraKumar V R Deputy Manager, Fiat Chrysler Automobiles

Ramakrishna
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.
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.
Read More
Ramakrishna Managing Director, First Title BPO

Dr. Senthil kumar. T.S
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.
One of my main concerns was finding the right person to take over my financial planning. Somebody who could understand how comfortable I felt about risky investments, what my retirement…
One of my main concerns was finding the right person to take over my financial planning. Somebody who could understand how comfortable I felt about risky investments, what my retirement goals were, and someone who could explain all the “techy” details of the different types of investments, so that I could make the right choices. I found all this in the Financial Advisor of Holistic Investment Planners and so much more. Their honest and open approach, make them easy to talk to, a must when discussing something as personal as finances. I have one less worry knowing, they are guiding me to a secure retirement. Their strong work ethics and desire to put their client’s best interests forward, have inspired an unwavering confidence that has grown over the years
Read More
Dr. Senthil kumar. T.S Consultant Anesthesiologist

Google Reviews

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.read more

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.read more

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.read more

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.read more

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....read more

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 :)read more

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.read more

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.read more

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.read more

Siva Kumar

10:45 05 Apr 19

Holistic Company offering Professional service and Very easy approachable.

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