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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

Has the Mutual Fund Investment Rule Changed Post Covid19 Crash?
“There are decades where nothing happens, and there are weeks where decades happen.” It is a quote from Vladimir Lenin, a revolutionary leader of Soviet Russia. Ironically, it describes the nature of the stock market very well. In 2020, the SENSEX crashed 38% in a matter of weeks. Many investors lost their years of investments.
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Rental Income Vs. Equity Mutual Fund Investment
“Your house is not an asset!” —says Robert Kiyosaki in his book “Rich Dad Poor Dad.” He is one of the many millionaires who made a fortune out of rental income. And then there is Equity Mutual Fund investment. It has relatively lesser risk, better flexibility, and liquidity.
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How Can Investors Manage Asset Allocation?
“Don’t Put All Your Eggs in One Basket” But how many eggs in each of the baskets? The answer is subjective. Finding the right balance between equity and debt investments is one thing. But maintaining that balance has always been a real challenge. It is almost like trying to solve a Rubik’s cube that is fighting back.
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Nilesh Shah’s View on ESG Funds
A longstanding criticism against the free market economy is the concerns of exploitation by the organisations in it. A good organisation must aspire to give as much as it takes: be it its environment, the society around it, even with its governance. In the wake of such concerns—more importantly, Climate Change—came the ESG criteria.
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Nilesh Shah’s View on International Funds
Tech giants like Facebook, Amazon, and even US investors like Mark Mobius are investing billions in India. Should you flip side and invest in international funds? On one hand, there is a claim that technology funds are risky. And the international market being a relatively “uncharted water” to an average retail investor only seem to amplify it.
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REVIEWS

Mahesh Parameswaran

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…

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.

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Mahesh Parameswaran Sr.Director,Falcon group

Rohit Deshmukh

I’ve been working with Holistic Investment since 2011. I have always found Holistic Investment team very responsive and diligent, and they attempt to understand the goals and objectives, or the…

I’ve been working with Holistic Investment since 2011. I have always found Holistic Investment team very responsive and diligent, and they attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan. I found it very easy to work with them, because the investments were linked to specific goals, and whenever I had a requirement for a certain amount for any reason, I always approach them, and they advise on which investment to withdraw/redeem from, and similarly, in case of a surplus, they recommend an appropriate plan for it. The breakup between debt and equity has worked well, and I’ve never faced a situation where I am exiting from an equity investment at an inappropriate time due to an emergency. The short term requirements have been well managed through the debt investments. Overall, Holistic Investment has been very co-operative and responsive to my needs, and I’ve had a very good association which I look forward to continue.

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Rohit Deshmukh Operations Director - South Asia , Cochlear

Lokesh Kumar

I started investing in January 2020. Now I have seen a decent gain with the COVID 19 with the pandemic. Without Holistic Investment Planners, I would have made the wrong…

I started investing in January 2020. Now I have seen a decent gain with the COVID 19 with the pandemic. Without Holistic Investment Planners, I would have made the wrong choices with my investments. Also, it would have taken a lot of time and research to select the best investment plans. Their response is very quick. I feel like it is very valuable to interact with them because of their suggestions are valuable. With Holistic Investment Planners, your investment plans are in good hands. I can reach them easily if I have any doubts or concerns.

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Lokesh Kumar Jamjoor Ramachandran Software Developer, Audimex AG

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

D.Vergin Kumar

Before my retirement, I contacted Holistic Investment Planners to help me in managing my investments and planning for future financial security. With their guidance and advice, I could make proper…

Before my retirement, I contacted Holistic Investment Planners to help me in managing my investments and planning for future financial security. With their guidance and advice, I could make proper decisions and investments. After retirement, I have peace of mind regarding my finance. Without their help, I would have ended up losing money in the wrong investments and would have become unsecured. They gave me immediate and proper advice regarding 'all' my queries. I have seen many people who worked like me in the Gulf but have ended up struggling after retirement due to improper financial planning, decisions and investments. I will recommend Holistic Investment Planners to anyone who wants to manage their finances wisely. The relationship manager assigned to me is friendly and gives proper advice to make proper financial decisions.

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D.Vergin Kumar Radiographer, Ministry of Health.

Google Reviews

GOOD

42 reviews on

Pradeep Balaji

4. January, 2021.

I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.

Dilip Mohan

2. January, 2021.

I’ve been using their services for the last 5 years and they have never disappointed me even once. They provide really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I must especially appreciate Mr. T. Rajan for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio. I would recommend their services for anyone who wishes to have their finances handled. Kudos to your company and keep up the good work!

Sasikumar Kuppuswamy

21. November, 2020.

Having constant recommendations and periodic review is helping to understand our portfolio better.

Aslam Far

26. October, 2020.

For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.

Vaidy Subramanian

15. March, 2020.

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.

V RANGARAJAN VENKATACHARI

3. March, 2020.

Waste company cheating fellows in taking employees. Eyewash company