Get a second opinion /one time portfolio review & Make Your Portfolio Recover Faster & Better

Second Opinion

“Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning.” Albert Einsteen

As an Investor you must constantly question what could be made better in your investment portfolio.

You should review your plans to make it foolproof! That’s why we at Holistic, offer you a Second opinion / One-Time Portfolio Review on your investment portfolio.

Because your investment portfolio is an important part of your financial life.

What is Second opinion/one-time portfolio review?

In our second opinion plan, we will analyse and review your investment portfolio, based on different parameters like risk and performance. We will give you suggestions such as which investments need to be weed out and where it can be reinvested for better wealth creation.

How getting a second opinion/one-time portfolio review can help you?

Getting the second opinion/one-time portfolio review on your portfolio will ensure you’re getting the best advice and answer for the following questions.

Are you taking more risk than you have planned?
Could it be doing better if you switch your investment?
Are you missing any new opportunities?
Is your portfolio last as long as you need it to?
What is your current outlook for your investment portfolio?
Is the risk level suitable for you?
What adjustments should you make?
Is your portfolio meeting your needs?
Are you comfortable with your current investment risk in your portfolio?

What are the benefits you get through this second opinion/one-time portfolio review?

Getting second opinion/one-time portfolio review will help you to achieve your financial goals faster and better. Here are some of important benefits you will get in our second opinion plan.

Portfolio Analysis:

We analyse your overall portfolio and every investment plans which include Mutual Fund, ULIP, PPF, insurance plan, and other investment. We will give you a clear insight about the performance of your investments.

Analyse the risk level in your portfolio:

We analyse the risk level in your portfolio and will help you to identify whether the present risk level is what you want or not. Also we will give you revamp suggestion based on your current risk level. If feasible, we will suggest investment which gives you similar return with low risk.

Revamp suggestion:

Is your investment performing better the benchmark? Is your investment performing better than the category average?

How your investments have performed? How is it expected to perform? Do we need to change it to make your portfolio recover faster and better?

We will suggest you how can you optimise your portfolio and rebalance your portfolio.

Tax efficiency:

Getting a second opinion/one-time portfolio review will help you to understand the tax efficiency of your investments. We will analyse your investments and let you know how can you increase the post-tax investment return.

How do you know when you need a second opinion or a one-time portfolio review?

1. If you have got a job in abroad or planning to return to the homeland.

2. Whenever changes happen in your financial situation

3. If you are planning to purchase a new investment product

4. If you are not sure about your investment strategy

5. Tax implication

6. If you are not comfortable with the risk level in your investment portfolio

7. If you think, your investment advisor / relationship manager is selling you an investment product instead of giving you a proper investment suggestion you need

8. If you are managing your investments by yourself

9. Whenever the stock market fluctuate

10. At least once in six months

11. If you think how an investment plan can help you to achieve your financial goal

12. If you don’t have time to review your investment portfolio

13. End of every financial year

In this plan, our experts will double-check your investments during the stock market crash or whenever you want. They will give you insight and suggestion based on the performance of your investment portfolio.

These suggestions will help you to review, rebalance and optimise your portfolio.

Getting a second opinion/one-time portfolio review is an extra mile to grow your wealth. It can help you in any situation.

Our second opinion / one-time portfolio review fee is just Rs.995 only.

Make use of this chance and grow your portfolio faster and better now!

Jey S

24. September, 2021.

I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.

aksaswadkar

I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.

Lionel Faber

16. September, 2021.

I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.

Sridhar

8. September, 2021.

Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.

Nitesh Agrawal

6. September, 2021.

I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)

Swetha Vasanth

This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.

Joseph Mathias

I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.

Srinvas Kannan

30. July, 2021.

I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.

Shivaram Andiappan Selvaraj

3. July, 2021.

I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.

Nellai B

26. June, 2021.

I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.

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