ARTICLES

HDFC Life Click 2 Wealth Review – Should You Buy?
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.

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.
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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
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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?
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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.
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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.
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REVIEWS

CRL. NARASIMHAN

Holistic Investment Planners have done a commendable job in helping me and my family to identify and plan investments. Their choice of funds and the specific schemes proved to be…

Holistic Investment Planners have done a commendable job in helping me and my family to identify and plan investments. Their choice of funds and the specific schemes proved to be very apt .Holistic Investment Planners is generally conservative, which in my context is to be seen as prudence. They are not at all "over aggressive" or over eager and plug for all and sundry schemes. Along with the rest of my family and a few others who have benefited from their advice, we wish their endeavour success and prosperity.

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CRL. NARASIMHAN ASSOCIATE EDITOR

SRIRAM VENKATASUBRAMANIAM

Since August 2011, I am using Holistic for my Financial planning. I have to say that the experience has been superlative. Generally, one associates a lack of trust as well…

Since August 2011, I am using Holistic for my Financial planning. I have to say that the experience has been superlative. Generally, one associates a lack of trust as well as a feeling of sub-par delivery on promises with such relationships in this industry. However, Holistic and especially my direct contact Mr.Rajan and Mr. Ramalingam have been extremely transparent and above board. It is important to note that I have till date neither met these individuals nor have I been to their offices. This is indeed a case study for transparency and customer service. While it is early days to judge the financial performance of my investments, I am seeing that it is trended in the right direction and I feel quite comfortable that we will accomplish the committed growth rate at the bare minimum. Another hallmark of the experience has been the flexibility and responsiveness. Mr.Rajan has always been available and very forthcoming with all kinds of information and responses. I have already recommended Holistic to all my friends and colleagues. Without the guidance of Holistic, I would have had to spend enormous amount of time to figure out what to do with my investments. Now, I feel secure and stable at the same time. Thank you Holistic

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SRIRAM VENKATASUBRAMANIAM Director- Philips IT/ CG Manager

Murali AJ

Holistic Investment Planners gave me the confidence to achieve my Life Goals. Their availability, patience and trust are my favourite part after I began to work with them. Their Customer…

Holistic Investment Planners gave me the confidence to achieve my Life Goals. Their availability, patience and trust are my favourite part after I began to work with them. Their Customer Orientation is their strength. They help by sharing of financial knowledge to their customers. 🙂 I would have worked with some other financial planners. But, I am not sure I would have found someone this flexible and supportive. If you are planning to hire them, then don’t think twice.

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Murali AJ Manager

Animesh

Holistic Investment Planners has very sincere Financial Advisors for personal finance/portfolio management. I was a conservative person in the beginning and I kept my surplus fund in public sector bank…

Holistic Investment Planners has very sincere Financial Advisors for personal finance/portfolio management. I was a conservative person in the beginning and I kept my surplus fund in public sector bank as fixed deposits. The Financial Planners at Holistic Investment first exposed me to the idea of investing in the mutual fund and maximizing returns on investment. If I had not worked with Holistic Investment Planners, I would have continued to invest in fixed deposits of different small savings schemes of the Government, and consequently had the loss of returns to the tune of 7-8% per annum. They have a very inclusive approach to a middle-class investor. They are prompt and explain the schemes in common man's language. They also monitor the invested schemes regularly so that the returns are maintained steadily. I am glad to have joined Holistic for my Financial Investments.

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Animesh Retired Vice President Balmer Lawrie limited

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

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.