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 May 15, 2019
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 May 10, 2019
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 April 29, 2019
Hiring Holistic Investment Planners is my first step towards achieving my financial goals of life. Now, I can take fearless investment decision to meet the important goals in my life. They provide me a detailed discussion about financial planning. It made the money to grow smartly instead of being idle in the savings account. “Fact Finder” is the main element in their professional work.
They help me to make well planned investment decision through in-depth research and analysis is their service. Without their help, I would have been landed in risk and low return avenues.
Investment decisions may not be successful if one goes by “Do it yourself” tips from online and friends.
If you are thinking of hiring Holistic Investment Planners, then please go ahead confidently. It 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 April 29, 2019
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. April 19, 2019
(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.
Vaidyanathan Design Engineer, Texas Instruments Bangalore March 26, 2019
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.
Nagendra Kumar V.R Assistant Manager, Fiat Chrysler Automobiles India Private Limited Chennai March 19, 2019
(Testimonial given recently in 2020)
Holistic Investment Planners are providing me with hassle-free and Best future planning. I like their timely guidance and clarity. I chose to work only with them based on their performances.
I will definitely recommend if you are looking for the right financial planners for you. It is better to discuss market changes with them before making an investment decision.
(Testimonial given earlier in 2015)
When I started to work with Holistic Investment Planners, first of all, I was educated about financial planning, then I started systematic investment and now my investment return is growing. They advised me to start systematic investments to achieve my financial goals. And from the experience of holistic, it is really rewarding.
Maybe I might have failed in achieving my future plans if I didn’t follow their advice. They have very cordial staffs and they give me timely advice which helps me to achieve my financial goals. They ease my investment to live a stress-free financial life.
Sundar C Doctor, Kauvery Hospital Chennai February 15, 2019
To have a plan is a key to success; Holistic Investment Planners did exactly that. They gave me a plan to meet my goals. I got started with them exactly a year back and I am very comfortable with their planning and execution.
I wouldn’t know how to meet my future needs without a proper plan. Financial plan for me is an extremely risky situation and it could cost me all things I care dearly.
If you are planning to hire them, then you are in great hands, they genuinely work with you to understand not only your goals but your thought about investment and devise a plan accordingly. They have a customer friendly team with quick response to queries over emails, phone calls, etc.
I have always been received well by the Financial Planners and Customer Support Team; they indeed made it easy to get the ball rolling as I was starting for the first time into investments.
Hemanth Manager-McAfee Bangalore February 2, 2019
Holistic Investment Planners cleared the cloud in my mind on planning my personal investments. They are planning ahead for life goals with a discipline, and conservative / balanced approach. I think it is difficult to put a value of my loss, if I wouldn’t meet them.
I trust them because of their unbiased recommendations, conservative approach while maximizing returns customised to suit to individuals goals. They are trusted professional when it comes to your financial life. They are giving timely response and they respect timelines.
Mahesh Parameswaran Sr.Director,Falcon group Singapore January 22, 2019
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