ARTICLES

What every investor needs to know about Stock Market, Currency market and Commodity Market to make profits?
How to choose the right term insurance for you?
How NRIs can make use of Recurring Deposits?
What you need to know about Floating Rate Mutual Funds?
How to Choose the right mutual fund option?
How to get the most out of the idle money in your savings account?
All you wanted to know about Mutual Fund Monthly Income Plans
How do you maximize your returns from a Mutual Fund SIP?
10 things you need to know about Mutual Funds
The Risk of Investing most of your money in Real Estate
What you need to do, before booking for a flat?
5 Things NRIs need to know when filing Income Tax Returns in India
How to Identify and Avoid Tricky Financial Advisors?
5 Things to take care while choosing the right financial planner
3 Myths about Debt Funds Demystified
The Secrets of Successful Asset Allocation
How to protect yourself from misleading or fraudulent Investment Schemes?
Is your financial plan really practical and workable?
What an Investor Need to know before Investing about Asset Classes?
5 Critical Warning Signs or Indicators of a Financial Trouble
5 Things to Know before Purchasing a house or flat from the Builder
5 Extra things handled by Extraordinary Financial Advisors
What steps should NRIs take to sell their inherited property in India?
A Checklist for NRIs Investing in Indian Property
What you may not know about Timing the Market?
How to Minimise Risk and Maximise Gains by allocating your assets well?
What you need to know about Mutual Fund NAV?
Is there REALLY any difference between saving and investing?
How debt funds score better than Fixed Deposits?
5 Mistakes You Should Avoid in Selecting Tax Saving Investments
How Are We a Good Saver But a Bad Investor?
Which is the best capital protection investment plan?
How to create an Integrated Investment Portfolio?
All you need to know about Exclusions in Your Health Insurance Policy?
Mutual funds – The proven investment formula
How healthy your personal finance management is?
Top 5 Reasons why people avoid investing in Mutual Funds
How to get better investment returns than your friends or others?
Why should you continue with Mutual Fund SIP even when the market is so fluctuating?
Setting aside the ‘bad insurance policy’ is a good investment policy
Mutual funds – Are ratings the real indicators?
A step by step guide to create your Roadmap to Financial Freedom
An under estimated but unique Investment Strategy: Mutual Fund SWP-Systematic Withdrawal Plan
How to build your retirement corpus using mutual funds?
Stop paying through EMI; Start paying through SIP
The most important points to consider before selecting the right health insurance
Factors to Consider Before Selecting a Location for the Property
7 Common Investment Mistakes that should be avoided
What to do if your claim from mediclaim policy is rejected?
5 Common Financial Planning Mistakes to Avoid
What Insurance Companies do not tell you about your Vehicle’s Insurance?
5 financial planning tips that makes achieving your financial goals easy
How to get exemption from paying Capital Gain Tax?
What every investor needs to know about Capital Gains Account Scheme
Here’s a Quick way to manage your Personal Finance Documents
All you wanted to know about Travel Insurance
How safe are your mutual fund investments?
How to learn investing and become an intelligent investor
All you wanted to know about the Guidelines for Purchase and sale of property by NRIs and repatriation of sale proceeds
How to become a successful mutual fund investor
How to handle the effects of inflation during Pre-retirement and Post Retirement
5 Major Risks of Early Retirement and how to overcome them
Unveiling the Little Known Secrets on the Most Profitable and the Best Long Term Stock Market Investment Strategy
How these credit facilities make you fall prey for the debt trap
All you wanted to know about dematerialized insurance policies
How to identify high yield investment opportunities
Amazing New Changes in Mediclaim Policies
How to Select the Best Mutual Funds to Buy
How relevant are the “Mutual Fund Ratings”?
How to Construct and Invest in Mutual Funds Portfolios
How to Identify Profitable Contra Investments using the Proven Contrarian Investment Strategy
How to create a workable Investing Checklist like a Successful Investor
NHPC 8.92 % Tax-free Bonds India October 2013 Issue: Review
How to Invest in Gold in India?
The most serious financial problems younger generation face in today’s world
8 Simple Ways to Plan your Taxes.
A Personal Finance Checklist for Newlyweds.
Get Richer by avoiding this Money Mistake.
3 Simple ways to become RICHER in 365 Days.
How to create a workable budget that gives you extra money and life?
10 Things To Do Before You Retire.
Risk of not investing in Equity.
Innovotive Gift Ideas for Festivals & Other Functions.
8 Investment Myths To Be Avoided.
Real Estate Investments Made Simple:
Mutual Fund SIP: For Short term or Long term?
All you wanted to know about Mutual fund ELSS.
11 Ways To Get Out Of Debt & Stay Out Of Debt.
All you wanted to know about Company Deposits.
All you wanted to know about Mediclaim Policy.
How to Save More by Spending Smarter?
Stock market movements: A crucial factor to investment decisions or not?
8 Budgeting Misconceptions Demystified.
Six Deadly Investment Sins.
5 Blunders To Avoid When Stock Market Fall.
Follow these four rules to get rich!.
Plan and make a difference to your child’s future.
What Is The Right Mutual Fund For You?
The Hottest Investment Tip:
10 Commandments of Successful Investing.
10 Financial Doctrines of Wise Retirement Planning.
Avoid This Two Emotions And Be a Successful Investor.
5 Signs To Sell A Mutual Fund.
5 Retirement Planning Mistakes You Should Avoid.
How To Retire Sooner and Richer?
Is lack of time making you go crazy in your attempt to plan your finance?
Is it the right time to invest?
A Financial Check List While Switching Jobs.
A Step By Step Guide To First Financial Plan.
Do’s and Don’ts In The Stock Market.
The First Step To Financial Success.
9 Ways to Be Credit Card Smart.
How to choose a best Portfolio Management Scheme?
Portfolio Management Scheme: A unique investment opportunity.
The Biggest Investment Mistake You Need To Avoid.

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Emergency funds are lifesavers. Literally! It is the only reason you need to park your Emergency Fund in the right investment instrument. But how do you find the right one? 3factors decide the right investment instrument: Principal Safety, Liquidity, and Return. And the dilemma is always between Liquid Funds and Company Fixed Deposits (Corporate FD).
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REVIEWS

Kuthubuddin Mohamed Usman

Working with holistic investment planner’s Pvt Ltd has helped me to take more informed decision when it comes to personal finance. After joining with them I came to know more…

Working with holistic investment planner’s Pvt Ltd has helped me to take more informed decision when it comes to personal finance. After joining with them I came to know more about saving concepts, the importance of planning for the future, and need for yearly reviews. They are really good in understanding our requirements and make the customized financial plans. I am very much impressed in the way they keep touch with us. I would suggest them to anyone who needs to bring a disciplined way in the overall financial matters.

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Kuthubuddin Mohamed Usman Reliability Engineer

Nagendra Kumar V.R

Holistic is the best place to learn about financial planning and structure our portfolio as per our dream’s requirement. Experts in the organization are always ready to approach and get…

Holistic is the best place to learn about financial planning and structure our portfolio as per our dream's requirement. Experts in the organization are always ready to approach and get clarified all our doubts and guidance for our future. Having them in our financial life is best investment we do for our self. Because of them now I am travelling in right path to achieve my dreams and retirement plan. I like their steadfast support when it’s come to financial planning. If I didn’t meet them in the right time, I may not have proper portfolio for myself which would have cost me to work harder to achieve my dreams.

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Nagendra Kumar V.R Assistant Manager, Fiat Chrysler Automobiles India Private Limited

Vijay Chacko

Initially I did not have any great clarity on Mutual Funds and was averse of investing in them. Gradually through meetings with Holistic representatives, they informed me of the advantages…

Initially I did not have any great clarity on Mutual Funds and was averse of investing in them. Gradually through meetings with Holistic representatives, they informed me of the advantages of investing in Mutual funds and removed most of my misgivings. Even then, I approached Mutual Funds from a tax saving, compulsory perspective rather than a wealth creating one. During a cash crunch I used to get irritated with the monthly SIP’s. But somehow I stuck on. And it is perhaps one of the wisest things I have done. A couple of years ago, faced with a huge payment towards a property purchase, I was wondering where to raise the funds from. During one of those moments, the monthly update from Holistic landed in my inbox. I used to barely glance at them previously and left them unopened. That day I opened my statement and was amazed to see the profit I had gained from my systematic investment. After conferring with Holistic, I withdrew some funds, easily met my obligation and had profits in reserve. Yes, it does go up and down, but I for one have witnessed, first-hand the benefit of saving in a Mutual Fund. In the recent past, I have often dipped into my mutual funds to meet some unforeseen expenses and it is invaluable to me. I would always recommend Holistic Investment to anyone who is willing to make some investments in Mutual Funds. They are sincere, practical and constantly available for discussions. They are also extremely professional and go the extra mile to take care of all your needs.

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Vijay Chacko Director

Karthik Vaidyanathan

Earlier I was investing without any logic /spending money on insurance policies which I should not have. Holistic brought a “holistic approach” to my investing based on my short term…

Earlier I was investing without any logic /spending money on insurance policies which I should not have. Holistic brought a "holistic approach" to my investing based on my short term / long term goals. There by I was able to achieve my goals with proper planning and have been able to build a good net worth over a period of time. My cost would have been huge as I would not have planned my financial goals and invested in instruments which was not beneficial. After working with them results achieved are manifold, right from planning for your goals, tracking expenses, know where you are spending the money to have better control, removing the non performing assets / policies etc. They have helped me achieve my goals and manage my cash flow better. The approach used by the management, the clarity of the process and integrity / ethical nature of business are best part working with them. The team at Holistic Investment is customer friendly in nature and are open to suggestions and criticisms. I would say the following "If you want to achieve your financial goals "holistically" (in every sense) approach these folks”.

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Karthik Vaidyanathan Associate Vice President - Procurement Operations

Joe Antony

“I started my relationship with Holistic as a SIP investor 13 years ago. Though I was not continuously investing through them in the beginning, they have maintained a good relationship…

"I started my relationship with Holistic as a SIP investor 13 years ago. Though I was not continuously investing through them in the beginning, they have maintained a good relationship and very patiently kept me reminding the need for investing and using money wisely. They are very hard working people who are ready to listen to you and clear your doubts. They can find out where exactly you are making mistakes and how you are leaking/wasting money. Last five years have been truly great for me after I decided to get into their financial planning program. I never thought I would be able to create such a corpus which is accountable, traceable, tax-effective, and fluidic in such a short time. I would not have done this on my own. I would strongly recommend Holistic for people who are too busy to spend time on investment planning."

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Joe Antony Senior Technical Architect, Alten Calsoftlabs (p) Ltd

Google Reviews

GOOD

44 reviews on

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.

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.

V RANGARAJAN VENKATACHARI

3. March, 2020.

Waste company cheating fellows in taking employees. Eyewash company