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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

Simplified Guide for Different Investment Assets: Introduction to Asset classes and Practical Asset allocation
Is this asset suitable for long term or short term? What are the risk associated with different asset classes? What kind of returns can I expect from different asset classes? Do I need to choose one asset class or multiple asset classes?
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Are you on your right track to your Financial Destination?
“Money makes many things” If you spend all your money on temporary happiness, it will give you a happiness of the moment and you will have nothing left for the future. Every day, we work approximately 8 to 10 hours to earn money.
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How to Achieve Your Financial Goals with a Targeted Strategy? (A Complete Guide With Checklists)
Do you think you know your financial goals? Are you sure? Think twice! How are they different from your life goals? I mean, are they really different from one another?
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Revealed: Should USA based NRIs need to report Indian property under FATCA?
The FATCA (Foreign Accounts Tax Compliance Act) implementation by the US Federal Government has forced some of the Non-Resident Indians to sell off their properties in India due to the fear of being questionable on disclosing the concerned properties, the tax levied and penalties charged by the IRS.
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NRI Exclusive!! TDS on NRI Sale of Property- Here’s How to Get Your Nil TDS Certificate and More!!!
Selling of a property has never been an easy job. Being an NRI can only mean the trouble is twice the amount. Even if you find the right buyer to seal the deal, the complexities involving the TDS is unappealing.
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REVIEWS

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

(Testimonial given earlier in 2015) I am dealing with Holistic Investment Planners since... ( Read More )

K.P.Surendran Madras Aluminium Company Ltd, Retired Engineer Mettur

Subject knowledge and the transparency with which Holistic Investment Planners operate is my... ( Read More )

Sathyakumar Seshachalam Technical Architect, Trimble Chennai

If someone is thinking of hiring Holistic Investment Planners, then I will surely recommend them.... ( Read More )

Murali Financial analyst, Shell Chennai

After having some problems and loss of trust in the financial company I was with, I was advised to... ( Read More )

Mohamed Azzad IT Manager, Poclain Hydraulics Pondicherry

After my association with Holistic Investment Planners, I can take fearless investment decision to... ( Read More )

V Srinivasan Principal Geologist Chennai

Holistic Investment Planners

4.5

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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