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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

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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
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REVIEWS

Bharathi Kumar

I have started recording my monthly cash flows after the association with Holistic Investments only. They helped me to identify the gaps between expenses vs. saving. Holistic Investment Planners helped…

I have started recording my monthly cash flows after the association with Holistic Investments only. They helped me to identify the gaps between expenses vs. saving. Holistic Investment Planners helped me to understand every aspect of personal financial planning and how each section is important from emergency fund management to forecasting future goals and including insurance planning. If I am not associated with holistic, then I would have never thought of goal-oriented future planning of all sides and insurance requirements for a family which would have lead to a difficult path in future. They have an excellent Management Team and they clarify questions with a lot of patience. I would recommend Holistic Investment Planners for someone who looks to build healthy personal finance using Holistic team expertise knowledge and clarity in financial planning. I like their financial blogs. It is very helpful. Especially, their honesty in explaining how personal finance planning cost between 3 common models of fee-only financial planners.

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Bharathi Kumar Software Analyst

Karthik Vaidyanathan

Earlier I was investing without any logic /spending money on insurance policies which I should not have. Holistic brought a “holistic approach” to my investing based on my short term…

Earlier I was investing without any logic /spending money on insurance policies which I should not have. Holistic brought a "holistic approach" to my investing based on my short term / long term goals. There by I was able to achieve my goals with proper planning and have been able to build a good net worth over a period of time. My cost would have been huge as I would not have planned my financial goals and invested in instruments which was not beneficial. After working with them results achieved are manifold, right from planning for your goals, tracking expenses, know where you are spending the money to have better control, removing the non performing assets / policies etc. They have helped me achieve my goals and manage my cash flow better. The approach used by the management, the clarity of the process and integrity / ethical nature of business are best part working with them. The team at Holistic Investment is customer friendly in nature and are open to suggestions and criticisms. I would say the following "If you want to achieve your financial goals "holistically" (in every sense) approach these folks”.

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Karthik Vaidyanathan Associate Vice President - Procurement Operations

Anand Vijaykumar

I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve…

I have been financially advised by Holistic Investment Planners since 2005 and I have had a very good experience. The sound financial advice they gave me helped me to achieve my financial goals. The Financial Advisor from Holistic spent considerable time understanding my goals and also advising me on the right approach to investments. Using financial research that Holistic had done, he was able to let me know which were the right mutual funds to invest in and allowed me to make the choice. The in-depth insights and clarity towards the markets helped me invest soundly.

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Anand Vijaykumar Software Professional

N.Maheshanand

My family had a very bad experience with our previous financial consultants. We have been associated with Holistic Investment Planners since 2001. They really made us feel comfortable that we…

My family had a very bad experience with our previous financial consultants. We have been associated with Holistic Investment Planners since 2001. They really made us feel comfortable that we currently have all our investments with them. They are methodical accurate and really holistic. We are saying this because they value people and their money and manage it meticulously. We would never use anyone else after using Holistic Investment Planners for years now.

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N.Maheshanand Sr. Business Development Executive

Dilip Mohan

(Testimonial given earlier in 2018) I am getting excellent returns after I have started to work with Holistic Investment Planners. If it wasn’t them, I would have wasted my…

(Testimonial given recently in 2019) Holistic Investment Planners have been providing very professional service, honest opinions and great execution of financial plans. If I did not meet them, then I would have lost lots and lots of time which I could use productively. They have a solution for every financial need. They help me to plan my financial portfolio and appropriate investment. They help a great deal in shaping our financial futures. The planning and execution of details are sharp, and they provide honest and practical answers for all our financial questions. ................. (Testimonial given earlier in 2018) I am getting excellent returns after I have started to work with Holistic Investment Planners. If it wasn’t them, I would have wasted my time and also got fewer returns. They are always ready to help with any issues at any time. Go to them, they will save your precious time and help you to reach your financial dreams. They did not stop with investment ideas, they also help with procedures to execute your investment plan as well. Especially Mr. Rajan, (Director and Deputy Financial Planner) who is very polite, well-manner and offering realistic and positive help to several complex issues.

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Dilip Mohan Chief Data Scientist - cum- Mentor, Optimize Indian

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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