Podcast

Podcast

Podcast-Season 1

Podcast-Season 2

Podcast-Season 1

Podcast-Season 2

RECENT ARTICLES

9 Proven and Practical Steps to Plan and Purchase Your Dream Car
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Should You Invest In US-Focused Fund?—Here’s How to Take Advantage of Rupee Depreciation
“A good investor is always on the lookout for good investment opportunities” The Indian Rupee depreciation is one such good investment opportunity. It is a known fact that the Indian Rupee is depreciating and will continue to depreciate. As an investor, how can you take advantage of this fact?
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Your Guide to Pro-Level Retirement Planning in India—Create Your Reliable and Achievable Retirement Plan
“Retire” literally means “Withdraw to a safe place”. Is that how you see your retirement life? An average person is going to spend almost one-third of their entire lifetime in retirement. It is, by definition, has to be a safe and comfortable place.
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Here’s a Powerful and Practical Way that Help Parents Plan for Their Children’s Education
Children’s higher education expenses are one of the biggest expenses for any parent today but it is also one of the biggest gifts that you could give your child. An investment in knowledge pays the best interest. – Benjamin Franklin As the quote says, investing for your child’s education..
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A Simple and Practical Step-by-Step Approach to Plan Your Children’s Marriage
Do you feel like it’s a huge task to get your child married? Do you feel stressed out now itself thinking of the marriage? Don’t worry! This blog will help you plan for your child’s marriage. You just have to follow the simple and practical steps given.
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REVIEWS

Prem Sridharan

For many years, I was not sure what and why we have to invest? And I always thought simple bank savings is enough. But I realized that in order to…

For many years, I was not sure what and why we have to invest? And I always thought simple bank savings is enough. But I realized that in order to achieve a few financial goals, there has to be a diversified portfolio to cover short and long term goals. Holistic helped me open my eyes to achieve these goals by investing in the right set of portfolios. There is still a long way to go for me but I am more confident that I can achieve some of them with constant feedback from Holistic. They help me to get to know how things work in financial markets and some of the basics. Their staffs I work with for planning and implementation are friendly and helpful. They are not pushy and they seem to lay the facts for us to make a decision. If I decided not to work with them, then I would have been blindfolded and may have found it very difficult to achieve my goals.

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Prem Sridharan Software Architect

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.

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Sriram Somasuntharam Senior Executive, Cater Pillar

S.Milton & A.Daniel

We are very happy with the efficent and knowledgeable service provided by Holistic Investment Planners. They are approachable and responsive to our needs; and offer a commendable quality of service.…

We are very happy with the efficent and knowledgeable service provided by Holistic Investment Planners. They are approachable and responsive to our needs; and offer a commendable quality of service. We would gladly recommend them to anyone requiring a proactive and professional investment planning service.

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S.Milton & A.Daniel EASA Counselling

N.Maheshanand

My family had a very bad experience with our previous financial consultants. We have been associated with Holistic Investment Planners since 2001. They really made us feel comfortable that we…

My family had a very bad experience with our previous financial consultants. We have been associated with Holistic Investment Planners since 2001. They really made us feel comfortable that we currently have all our investments with them. They are methodical accurate and really holistic. We are saying this because they value people and their money and manage it meticulously. We would never use anyone else after using Holistic Investment Planners for years now.

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N.Maheshanand Sr. Business Development Executive

Vaidyanathan

(Testimonial given earlier in 2019) My association with Holistic Investment Planners was a journey involving introspection on life goals and improving my financial literacy. They gave me clear formulation…

(Testimonial given recently in 2020) Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which were translated into a financial plan which was then executed with the able assistance of financial advisors. Before I took 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 the interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence. Please keep up the good work. ................. (Testimonial given earlier in 2019) My association with Holistic Investment Planners was a journey involving introspection on life goals and improving my financial literacy. They gave me clear formulation of financial plan to meet my objectives. And I am sure you will not regret it. They will help you become financially aware and achieve your financial goals. If I didn’t meet them, then I might be a person who waste his time and money, and not being able to meet my goals. Everything that Holistic did was thorough, professional and methodical. Starting from the formulation of the financial plan, followed by detailed analysis of existing investments, then a detailed step by step implementation plan along with reason(s)/justification, multiple discussions to clarify any doubts/questions, and periodic follow up from the team on implementation were some of the things I really liked. There was a lot of information and knowledge sharing and the decisions were put in context and I was made aware of the history and bigger picture behind those decisions, many of these discussions were directly with the Director & CEO of the firm who never hesitated to answer any doubts/questions that I might have had. It was a good two way discussion and I felt that my opinions and preferences were being taken into consideration. It has been one year and it has been a very good engagement so far and I am comfortable and confident of my decision and look forward to continuing with Holistic.

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Vaidyanathan Design Engineer, Texas Instruments

Google Reviews

Holistic Investment Planners

4.4

Based on 37 reviews

Vaidy Subramanian

04:15 15 Mar 20

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.read more

V RANGARAJAN VENKATACHARI

10:58 03 Mar 20

Waste company cheating fellows in taking employees. Eyewash company

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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