Podcast

Podcast-Season 1

Podcast-Season 2

Podcast-Season 1

Podcast-Season 2

RECENT ARTICLES

No Exception From Market Risks: What Should be the Ideal Fixed Income Asset in Your Portfolio?
You have heard it a thousand times. “Mutual funds are subject to market risks.” With a brief introduction to mutual funds, learning about equity mutual funds causes investors to have a wrong impression. “Debt mutual funds are safe.” But it is not anyone’s fault. It is a relativity trap, often called anchoring bias.
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Investing a Lumpsum: How to do it the Right Way?
“Your bonus has been credited to your bank account” A message like this can make your day. It can even make your month good. If you are a salaried employee, you can relate to what I’m saying. Along with it, there are different ways you could have a lump sum amount in your hand. It could be the maturity sum of your fixed deposit. Or a gift from a loved one, anything.
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What if the Stock Market Crashes Days Before I Redeem for My Financial Goal?—The Safest Strategy to Exit the Market!
Imagine this. You are investing in an equity mutual fund scheme for 10years. It is for your kid’s college fund. Finally, the goal is here, and you need the fund in a couple of days. But the next morning, flash news: “SENSEX Crashes by 30%!” You take a look at the investment value of your fund.
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Trouble Analysing the IPO Offer Document? What Matters the Most While You Invest?
Every IPO creates a buzz in the stock market. “Is this the golden nugget of stocks?” No investor would want to miss out on that. “What if this company has the edge over its competitors?” It is a guaranteed industry leader and a wealth generator for investors. But how can you be sure?
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Right Time to Invest in Bitcoin/Cryptocurrency? Consider These Before You Do!
“The Currency of the Future” It is the unofficial tagline given to Bitcoin or any other cryptocurrency, for that matter. Bitcoin, Ethereum, Litecoin, Chainlink, Dogecoin, there are several cryptocurrencies. Even billionaire Elon Musk is openly supporting Dogecoin,
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REVIEWS

R.Sridharan

The long experience with Holistic Investment is really “Holistic”. Their approach has always been to understand the customer and meet the exact needs rather than looking at the benefits for…

The long experience with Holistic Investment is really “Holistic”. Their approach has always been to understand the customer and meet the exact needs rather than looking at the benefits for the investment company. The periodic investment course correction advise has been apt and on their own initiative. I am totally free of the burden of any worry with respect to the investment decision once the portfolio is handed over to them.

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R.Sridharan Director

Sreenivasan seetharaman

Association with Holistic investment planners pvt ltd really helped us in organizing our savings and also for optimizing the returns generated from the portfolio. There was some mental stress regarding…

Association with Holistic investment planners pvt ltd really helped us in organizing our savings and also for optimizing the returns generated from the portfolio. There was some mental stress regarding investment returns before working with holistic investment planners. But now a sense of better financial security has come in view of the organized investment planning. Congenial working style of Holistic personnel that helped in learning more about the nuances of investment opportunities. I would say to someone who is thinking of hiring Holistic Investment Planners as An organization with professional approach.

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Sreenivasan seetharaman Sr. Process Engineer

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

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

Dr. Senthil kumar. T.S

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

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Dr. Senthil kumar. T.S Consultant Anesthesiologist

Google Reviews

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

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.

Google rating score: 4.3 of 5,
based on 46 reviews.