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.
Murali AJ Manager Bangalore
Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them, and I feel my investment is fairly diversified now.
Holistic investment planners helped me achieve three investment objectives - Goal based investment, portfolio diversification and discipline in investing.
The quantitative and qualitative work that goes behind the assessment of mutual funds by Holistic is very structured. With so much information available on the web, it is easy to choose mutual funds on the basis of top performing funds. However, there is much more that goes being selection and proposing the fund which I find Holistic does quite well.
Their financial plan is extremely comprehensive and detailed. The team in Holistic is available throughout the year to answer any questions. There is always an effort to reach out and provide timely information through specific articles and e-mails. I have not had the need to perform any follow up to date in the last two years in regards to any of my investments.
I will highly recommend Holistic if you would like to do a fully fledged comprehensive financial plan for your financial life.
Yogesh Finance Project Manager Chennai
Before I met Holistic Investment Planners, my investment was in a scattered manner in different Demat accounts. They suggested investing in debt funds which helped me gain more returns than investing in bank FDs. Now I could bring every investment under a common platform both for my wife and myself. I opted for the retirement planning after gaining confidence in their approach to investments along with customer inputs.
Since I could not devote my time to the investment planning, I was looking for the investment planners whom I could rely upon and advice based on the market conditions. I would have lost money if I had invested more on the equity funds without the support of Holistic Planners.
I like their Customer-centric approach. I have already recommended Holistic Investment Planners to one of my colleagues.
Muralidharan S Ashok Leyland Ltd, Assistant General Manager. Chennai
(Testimonial given recently in 2019)
The finance advice and the investment advisory service that I received from the Holistic Investment Planners was meticulous. To my relief, they created a well-diversified mutual fund portfolio to make the right investments and they are conducting a periodical portfolio review for maintaining good returns.
I would recommend Holistic Investment Planners to anyone who wants to achieve their financial goals.
(Testimonial given earlier in 2015)
I am dealing with Holistic Investment Planners since 2000. I have got excellent results after working with them. I was able to do my daughter's marriage only with the help of Holistic Investment Planners. I am getting good support from their staffs all the time. I can refer Holistic to my Friends & Relatives. I wish them all Prosperity & Development in the Years to come.
K.P.Surendran Madras Aluminium Company Ltd, Retired Engineer Mettur
Subject knowledge and the transparency with which Holistic Investment Planners operate is my favorite part of work. Before my association with them, I had a nil investment and I have never realized the importance of my financial goals. Now I have a complete portfolio geared towards realizing my financial goals.
Transparency is their key, some of the doubts that I had with the specific funds that were recommended was put to rest. Holistic Investment gives me a clear explanation on the factors that led them to those specific recommendations was very insightful.
I will say, “It is your loss if you choose to hire other financial planners.”
Sathyakumar Seshachalam Technical Architect, Trimble Chennai
If someone is thinking of hiring Holistic Investment Planners, then I will surely
recommend them. They are good at their financial planning service. I have seen
changes in my long term savings & investments after my association with them.
They have well-structured guidance.
If it wasn’t them I might be unaware of what or how much do I need for my
future expenses. I like their execution of the financial plan and the follow-up.
Murali Financial analyst, Shell Chennai
After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of 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 goal, and they take the time to explain transactions in layman’s terms. If I didn’t meet them, I would have gone through too much of financial Risk.
If you have planned to hire them to secure your financial life, then you are in safe hands. Because, they make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.
Mohamed Azzad IT Manager, Poclain Hydraulics Pondicherry
After my association with Holistic Investment Planners, I can take fearless investment decision to meet the important goals in my life. Financial Plan provided by them made the money to grow smartly instead of being idle in the savings account. “Fact Finder” is the main element in their professional work.
Investment decisions may not be successful if one goes by “Do it yourself” tips from online and friends.
Holistic Investment Planners is the professional firm to be approached for proper investment planning by avoiding traditional mistakes of middle-class people. If it wasn’t them, confusions, fear, and the time delay would have made the investment decision far away for me.
V Srinivasan Principal Geologist Chennai
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 to 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 advice.
I know Mr. Ramalingam (Director and Chief Financial Planner) and Mr. Rajan (Director and Deputy Financial Planner) 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 Investment Planners is one of the renowned names in the field of financial investment.
I am delighted and have no hesitation in recommending Holistic to one and all for healthy financial wealth.
Kandavel M Private sector Tirunelveli.
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.
Vaidyanathan Design Engineer, Texas Instruments Bangalore
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