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

Index Fund Investment: Should you avoid or invest?
The investment world is full of thousands of options to invest in. A new investor is merely aware of few funds or hot stocks, as they are discussed frequently in television and other social media channels. To understand various different types of Mutual Funds,
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Unpleasant Facts about Investing in INSURANCE PLANS: Secrets Revealed!
Since I’m into Personal Finance Management for quite a long time, an old friend of mine who’s a Software techie suddenly showed up from somewhere and asked me, “Hey pal, how are you?!” And I said, “Yeah man, I’m great. How are you doing?”
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NFO Review: Motilal Oswal Large & Midcap Fund-Should You Invest?
Motilal Oswal Mutual Fund has launched its long awaited ‘Motilal Oswal Large and Midcap Fund’. This open-ended New Fund Offer (NFO) issue is opening on 27 September 2019. Motilal Oswal Large and Midcap Fund will aim to provide medium to long-term capital appreciation.
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NFO REVIEW: AXIS NIFTY 100 INDEX FUND—Should You Invest?
Axis Mutual Fund is launching a fund that will stay true to its index—the Axis Nifty 100 Index Fund. The New Fund Offer (NFO) will open on 27 September 2019. Investments in this fund will be invested in the top 100 companies that represent whole of the Nifty 100 index i.e. the top 100 large market
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NFO Review: ICICI Prudential Global Advantage Fund
The second largest and one of the top performing AMCs in India—ICICI Prudential Mutual Funds—has launched its New Fund Offer on 16 September 2019. The open-ended NFO issue is named “ICICI Prudential Global Advantage Fund”.
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REVIEWS

S.Shivram
I have been associated with Holistic Investment since 2002. While I started small, today all my financial goals are developed in consultation with them. Being a Management Consultant as well…
I have been associated with Holistic Investment since 2002. While I started small, today all my financial goals are developed in consultation with them. Being a Management Consultant as well as a person who understands finance,I can enormously appreciate their professional approach towards various investment avenues.Their professional and logical approach to financial planning was outstanding.I now have a complete and comprehensive vision and approach as far as my financial goals are concerned. One of the strong points of Holistic investment is their service approach as well the philosophy of guiding the customer. I will wholeheartedly recommend holistic investment to my friends and relatives.
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S.Shivram Director-Human Capital Consulting

Jagadesan. S
Though I had been employed overseas and saving considerably for nearly two decades, I did not have a clear idea of my future financial needs. Thanks to Holistic investment planners…
Though I had been employed overseas and saving considerably for nearly two decades, I did not have a clear idea of my future financial needs. Thanks to Holistic investment planners as they guided me with a clear financial plan, specific to my family situation. Now, I am a happily retired person and also more confident. Hand-holding approach during and after implementation of the plan indeed appreciable. The financial plan included current position, future needs, investing ideas to meet specific goals, legal compliance etc., The plan helped me to have exposure to different types of assets and at the same time to a well-balanced risk and reward portfolio. I wish the Holistic team all the best in their future endeavors.
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Jagadesan. S Trivandrum-Kerala.

Hari Buddhiraju
It has been a wonderful and satisfying journey working with Holistic Investment since Mar 2014. Being a late starter on the journey of Financial Planning, it was satisfying to see…
It has been a wonderful and satisfying journey working with Holistic Investment since Mar 2014. Being a late starter on the journey of Financial Planning, it was satisfying to see the inquisitive approach of Holistic. The whole process of interaction and probing questions lead to identifying goals and then creating the plan was very satisfying. With their help, I had restructured the whole approach to refinancing the Home loan to moving from insurance to pure term insurance as well as starting health insurance and investing in Mutual funds. I found the team of Holistic trust worthy and professional in their approach. In fact I had recommended them to couple of my friends both in India and outside. I wish Holistic a better and sustainable growth.
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Hari Buddhiraju

Sundar C
When I started to work with Holistic Investment Planners, first of all, I was educated about financial planning, then I started systematic investment and now my investment return is growing.…
When I started to work with Holistic Investment Planners, first of all, I was educated about financial planning, then I started systematic investment and now my investment return is growing. They advised me to start systematic investments to achieve my financial goals. And from the experience of holistic, it is really rewarding.Maybe I might have failed in achieving my future plans if I didn’t follow their advice. They have very cordial staffs and they give me timely advice which helps me to achieve my financial goals. They ease my investment to live a stress-free financial life.
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Sundar C Doctor, Kauvery Hospital

R Raghunath Rao
I secured my family’s future plans with Holistic Investment planners’ professional and their well-planned investment ideas. Without them I wouldn’t have achieved my financial targets, I planned for future. They…
I secured my family’s future plans with Holistic Investment planners’ professional and their well-planned investment ideas. Without them I wouldn’t have achieved my financial targets, I planned for future.They are very informative and good at precise planning. I would definitely recommend you to take the services of Holistic Investment Planners. They are very comfortable to communicate, and I trust them to secure my financial goals.
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R Raghunath Rao Logistics and Equipment Supervisor,Qatar Petroleum

Google Reviews

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.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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