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Services

FINANCIAL PLANNING

Financial Planning: Is Financial planning at Holistic Investment Planners…
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Wealth Management

Wealth Management: Is Wealth management services at Holistic Investment Planners right …
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Investment Advisory

Financial security tomorrow requires that you make profitable investment decisions…
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Money Management Coaching

Clients may need assistance in various aspects of money management. We can create …
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RETIREMENT PLANNING

Financial security is the essence of a happy retired life. Planning for a content retired ….
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SECOND OPINION

When everything changes upside down, it is not wise to take a decision in the heat of the moment ….
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ONLINE MUTUAL FUND INVESTMENT

“One stop shop for everything” become one of the most famous and common thing in this….
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RECENT ARTICLES

9 Proven and Practical Steps to Plan and Purchase Your Dream Car
Buying a car is a special and exciting goal for many. It is the most wanted material possession. When you start earning and saving, this becomes a dream for many. “A dream without ambition is like a car without gas… you’re not going anywhere.” Sean Hampton
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Should You Invest In US-Focused Fund?—Here’s How to Take Advantage of Rupee Depreciation
“A good investor is always on the lookout for good investment opportunities” The Indian Rupee depreciation is one such good investment opportunity. It is a known fact that the Indian Rupee is depreciating and will continue to depreciate. As an investor, how can you take advantage of this fact?
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Your Guide to Pro-Level Retirement Planning in India—Create Your Reliable and Achievable Retirement Plan
“Retire” literally means “Withdraw to a safe place”. Is that how you see your retirement life? An average person is going to spend almost one-third of their entire lifetime in retirement. It is, by definition, has to be a safe and comfortable place.
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Here’s a Powerful and Practical Way that Help Parents Plan for Their Children’s Education
Children’s higher education expenses are one of the biggest expenses for any parent today but it is also one of the biggest gifts that you could give your child. An investment in knowledge pays the best interest. – Benjamin Franklin As the quote says, investing for your child’s education..
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A Simple and Practical Step-by-Step Approach to Plan Your Children’s Marriage
Do you feel like it’s a huge task to get your child married? Do you feel stressed out now itself thinking of the marriage? Don’t worry! This blog will help you plan for your child’s marriage. You just have to follow the simple and practical steps given.
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REVIEWS

Atul Kamat

I was worried about my returning to hometown in respect of my investments and savings. But these people have done a great job and were a great support for validating…

I was worried about my returning to hometown in respect of my investments and savings. But these people have done a great job and were a great support for validating my financial position independently to avoid any element of bias. It would have been a difficult task for me to realign everything and choosing right investments when I come back to India after multiple years abroad. I would have ended up in wrong investments and that could have been a disaster in future if I was not associated with the Holistic group. They were able to provide a structured and organized approach to financial planning which is fully aligned with my thought process, and I really recommend their service to known persons.

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Atul Kamat Al Tayer Group

Viswesh

After my association with Holistic Investment Planners, I learnt a lot about financial planning. For my every query, they give me a quick response. They are very professional in their…

After my association with Holistic Investment Planners, I learnt a lot about financial planning. For my every query, they give me a quick response. They are very professional in their work. If I did not meet them, I would have cost me a lot. They are Trustworthy partnership.

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Viswesh Architect, Natraj and Venkat architects

Balamurali Krishnamoorthy

Holistic Investment Planners’ is worth the money I paid. Now I have a planned and systematic approach for my retirement. They are reviewing my portfolio at regular interval and we…

Holistic Investment Planners' is worth the money I paid. Now I have a planned and systematic approach for my retirement. They are reviewing my portfolio at regular interval and we can easily get access to the Experts. They have a solid approach to investments. Their plan doesn’t promise fancy returns for the sake of marketing but a pragmatic in setting goals. If it wasn't them, I would have worked without a plan.

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Balamurali Krishnamoorthy Vice President, Standard Chartered GBS

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

S.Sreenivasan

Holistic Investment Planners is a reliable organisation to entrust funds with our investments. They have a ready response to my concerns. Before I met them, I was in constant worry…

Holistic Investment Planners is a reliable organisation to entrust funds with our investments. They have a ready response to my concerns. Before I met them, I was in constant worry and tension. Now I have peace of mind in regard to the management of funds. Their personal interactions are very cordial and congenial.

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S.Sreenivasan Retired

Google Reviews

Holistic Investment Planners

4.4

Based on 37 reviews

Vaidy Subramanian

04:15 15 Mar 20

Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which was... translated into a financial plan which was then executed with the able assistance of financial advisors. Before I too 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 interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence.read more

V RANGARAJAN VENKATACHARI

10:58 03 Mar 20

Waste company cheating fellows in taking employees. Eyewash company

Gopal R

15:18 27 Jun 19

Very professional organization. They are helping to build my financial profile for last five years. I have been... interacting with Srinivas and Jagadeesh. Both are knowledgeable and excellent professional. I am Highly recommending it.read more

Manoj Madaiya

18:26 25 Jun 19

It was been a really good experience for me to be associated with Holistic Investment Planners for the past 5 years.... They were able to understand the objectives that I had in mind and came up with a realistic plan to achieve it. They have been constantly monitoring the progress and implentation of the plan with regular updates, giving me a sense of peace and comfort on the progress made towards the much needed financial security.read more

VASANTHI SRINIVASAN

06:13 17 Jun 19

I have been associated with Holistic Investment Planners for the past 8 years, From the day one I realized that they... give top priority to good customer service. They talked to us patiently and understood our needs and gave us the best of plans for us to lead a comfortable retired life. They regularly kept us informed about how our Investments were performing. Now they have made it much easier for us to view our accounts with them, by giving us access to operate online. I see that the investment options chosen by them are well researched and are good performers thus giving us good returns. I sincerely thank them for their best service.read more

Govinda Rajulu

06:06 01 Jun 19

Holistic investment is really doing excellent job. They are customer friendly, quick response, easy to approach, good... followup, success rate and everything is very very best in chennai city. Thanks to Holistic Investment planners.read more

Prasanna Raaj Tirumala Venkateshwarlu

21:14 30 May 19

No second thoughts about it, for sure "Holistic" is the market leader in this space. They provide the best of the best... services. I am one of their happy customers....read more

R Udayakumar

07:23 29 May 19

My investment plan is wisely devised by Holistic and are in right direction .Thank you Holistic for your support.

Raja Durai

12:20 23 May 19

Before meeting them i used to be anxious of what life gonna throw at me. I am now with them for 6 years and i know... exactly what to expect of life. No more surprise :)read more

Kumar Narayanan

09:52 08 May 19

Holistic not only offering financial services they are also educating about mutual funds. Now I feel a peace of mind... because they are taking care of my investments.read more

Pramode Divakaran

08:27 26 Apr 19

Service is excellent and they are at your service whenever you need them

Mohamed Azzad

06:18 25 Apr 19

After having some problems and loss of trust in the financial company I was with, I was advised to talk to... Mr.Srinivasan (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 goals, and they take the time to explain transactions in layman’s terms. They make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.read more

Kandavel M

13:30 13 Apr 19

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 / 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 advise. I know Mr. Ramalingam and Mr. Rajan 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 is one of the renowned name in the filed of financial investment. I am delighted and have no hesitation in recommending Holistic to one and all for healthy financial wealth.read more

Siva Kumar

10:45 05 Apr 19

Holistic Company offering Professional service and Very easy approachable.

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