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.

N.Maheshanand Sr. Business Development Executive Mascon Global Limited (Chennai) June 29, 2015

Holistic Investment Planners bring to their work the two traits I believe are the most important for those working in the financial services sector: knowledge and integrity. By relying upon Holistic Investment Planners, not only will you be guided toward the most intelligent choices given your particular circumstances, you will also be certain that your best interests are heard, understood and truly taken to heart

K.Sriram Managing Director Sri Ramana Healthcare Pvt Ltd (Chennai) June 29, 2015

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

Dr. Senthil kumar. T.S Consultant Anesthesiologist Chennai June 29, 2015

As a Critical Care Physician I practice ‘Holistic Medicine’ every day. I expect my financial advisors to do the same. Holistic Investments do exactly that: they listen to my request, research the market, and match it to my needs and financial health and advice me accordingly. I like them because they cater to my needs and not make me accept advice that suits their needs!!

Dr.B.Krishnamurthy KAVERI CLINIC Chennai June 29, 2015

I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve my financial goals. The Financial Advisor from Holistic spent considerable time understanding my goals and also advising me on the right approach to investments. Using financial research that Holistic had done, he was able to let me know which were the right mutual funds to invest in and allowed me to make the choice. The in-depth insights and clarity towards the markets helped me invest soundly.

Anand Vijaykumar Software Professional Chennai June 29, 2015

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.

CRL. NARASIMHAN ASSOCIATE EDITOR The Hindu (Chennai) June 29, 2015

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