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Services

FINANCIAL PLANNING

Financial Planning: Is Financial planning at Holistic Investment Planners right for you?…
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Wealth Management

Wealth Management: Is Wealth management services at Holistic Investment Planners right for you?…
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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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RECENT ARTICLES

BEWARE: The Trap of neglected Retirement Planning Ahead!!
Do you know, according to the survey conducted by HSBC, as high as 77% of Indians believe that their children will take care of them after their retirement? Do you think it is the smart way to plan your retirement days? Previously, the Indian government used to take care of the pensions of all their employees.
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NFO Review: ITI Long Term Equity (ELSS) Fund—Regular Plan
ITI Mutual Funds has launched their ITI Long Term Equity Fund on July 15, 2019. This NFO issue will be a new addition to the funds categorized under ELSS Tax saving schemes. This review of ITI Long Term Equity ELSS Fund will give you an idea of whether to invest or not.
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A Five Step Financial Planning Guide for Beginners
Different people have varying beliefs about Financial Planning. Everyone talks about what works for them. But, what is the actual financial planning process? It is unfortunate that though money is absolutely essential in everybody’s life, still financial literacy is not being taught in our school system!
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Union Budget 2019—Is It a Healthy Budget for Mutual Funds?
The Union Budget 2019 is out and there are proposals that caught the attention of Mutual Funds and investors. There are prospects of improved benefits for Mutual Funds, Investors and India Stock Exchange in general. Here are the ways how this Budget 2019-20 can benefit the Investors.
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Home Loan Tax Benefits under Section 80 EEA in Budget 2019– Rs 1.5 Lakh Additional Tax Deduction on Affordable Housing Loans
The Union Budget for the Financial Year 2019-2020 is announced by the Finance Minister of India – Nirmala Seetharaman for the Narendra Modi Government 2.0 on 05th July 2019. In this budget, the government has raised the tax deduction for affordable housing loans from Rs 2 Lakh to Rs 3.5 Lakh.
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REVIEWS

(Testimonial given earlier in 2018) I am pretty new to Financial planning. I have just... ( Read More )

Nellaiappan B Manager, Cognizant Technology Solutions Chennai

(Testimonial given earlier in 2017) My association with Holistic Investment Planners has... ( Read More )

Manoj Madaiya Senior Consultant Doha, Qatar

I have been associated with Holistic Investment Planners for the past eight years. From day one, I... ( Read More )

Vasanthi Srinivasan

Holistic Investment Planners gave me the confidence to achieve my Life Goals. Their availability,... ( Read More )

Murali AJ Manager Bangalore

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset... ( Read More )

Yogesh Finance Project Manager Chennai

Before I met Holistic Investment Planners, my investment was in a scattered manner in different... ( Read More )

Muralidharan S Ashok Leyland Ltd, Assistant General Manager. Chennai

Holistic Investment Planners

4.6

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.

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.

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.

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.

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....

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 :)

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.

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.

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.

Siva Kumar

10:45 05 Apr 19

Holistic Company offering Professional service and Very easy approachable.

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