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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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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Webinar

A Holistic Investment Initiative! A Personal Finance Webinar on…
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Online Workshop

A value-packed Workshop to achieve investment success!….
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RECENT ARTICLES

Max Life Monthly Income Advantage Plan Review: Should You Buy?
Max Life Monthly Income Advantage Plan is a life insurance cum monthly income plan from Max Life Insurance. The policy promises to offer guaranteed monthly income till the end of the policy term and a Lumpsum on maturity. The promise looks attractive, but is the policy benefit as good?
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An Unbiased Review: ICICI Pru Guaranteed Wealth Protector – Should You Buy?
A majority of our financial life is spent looking for opportunities to create wealth that will serve us for a lifetime. However, what’s equally important is to find investment instruments that can give capital protection
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SBI Life Smart Privilege Plan (Review 2021)—Should You Buy?
The core desire or financial goal of every breadwinner is to provide for their family even in their absence. erlying fund earns @ 8% SBI Life Smart Privilege Plan is a unit-linked investment insurance plan (ULIP).
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What is Smallcase Investing? Is it Better than Mutual Funds?
Sensex in India is more than 40 years old. Throughout these years, countless number of investors have tried a number of investment strategies to gain profits. In a long line of such strategies, the recent player is the Smallcase.
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REVIEWS

Captain Gurbaj Singh

I am glad to give my testimonial for the service rendered by Holistic Investment Planners. Their professional way of approach towards the investment avenues and the goals helped me identify…

I am glad to give my testimonial for the service rendered by Holistic Investment Planners. Their professional way of approach towards the investment avenues and the goals helped me identify the nature of each investment avenue and match them appropriately with my goals. I have understood the long term approach and the need of the equity market investment. Now I am comfortable to invest into the equity market irrespective of the short term fluctuations of the market. If I am not associated with holistic investment planners I may not have clear view and approach about stock market oriented investments. I might have missed the benefits of the stock market investments. Everything related with my investment is updated as per the present scenario. The accessibility of the portfolio through online and the transactions are very transparent. If any queries arise about my portfolio it will be addressed in proper way with better clarity. They are easy to access at any point of time. I am sure and confident to refer Holistic investments to my contacts.

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Captain Gurbaj Singh Commander

B.Kishore Kumar

Holistic Investment planners have been advising me on financial planning and Investment advisory. After taking their advise I know where I stand and what mistakes I was making in investments,…

Holistic Investment planners have been advising me on financial planning and Investment advisory. After taking their advise I know where I stand and what mistakes I was making in investments, they had provided me a clear guidance on how to change the financial plans and recover from the mistakes I made earlier, their expertise in investment field and customer centric approach make them best in providing financial solutions. I wish Ramalingam and his team a continued success.

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B.Kishore Kumar Consulting Serives Manager

Lokeshkumar

Initially, I hesitated to go with investment planners thinking they would push me towards insurance products. One of my colleagues introduced me to Holistic investment planners in 2011. Since then,…

Initially, I hesitated to go with investment planners thinking they would push me towards insurance products. One of my colleagues introduced me to Holistic investment planners in 2011. Since then, I have been using their comprehensive financial planning service. The company is doing an excellent job in guiding and implementing my Financial Plan. I have been getting inflation-beating returns based on their guidance on my investments. Interaction with the Holistic team is very easy, and they clearly understand our needs. I always recommend Holistic Investment to my friends and colleagues who are willing to make some investments.

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Lokeshkumar E Sub Divisional Engineer, Bharat Sanchar Nigam Limited

Haribaskaran

Holistic Investment Planners is following the way of systematic way of building corpus to achieve the financial goal with appropriate investment analysis of my requirement. Before I met them, I…

Holistic Investment Planners is following the way of systematic way of building corpus to achieve the financial goal with appropriate investment analysis of my requirement. Before I met them, I have no market knowledge for where to invest. Hence most of my fund was in FD which was getting less appreciation rate. This would have not been helped to achieve my requirement and put me at risk for the shortage of funds. I would thank Holistic Investment Planners for making better investment plan to achieve my goals as per the required time frame. So continued with their plan and it feels happier and thus relieves my financial worries. I like their way of studying my financial report & risk analysis. I would say "To lead a happy life in terms of financial get their proper guidance to reach your goals.” They follow up on investment, update the status of current market updates by email, and clarify the doubts on financial parts.

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Haribaskaran Engineer

Sundar C

(Testimonial given earlier in 2015) When I started to work with Holistic Investment Planners, first of all, I was educated about financial planning, then I started systematic investment and…

(Testimonial given recently in 2020) Holistic Investment Planners are providing me with hassle-free and Best future planning. I like their timely guidance and clarity. I chose to work only with them based on their performances. I will definitely recommend if you are looking for the right financial planners for you. It is better to discuss market changes with them before making an investment decision. ................. (Testimonial given earlier in 2015) 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

Google Reviews

Jey S

24. September, 2021.

I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.

aksaswadkar

24. September, 2021.

I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.

Lionel Faber

16. September, 2021.

I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.

Sridhar

8. September, 2021.

Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.

Nitesh Agrawal

6. September, 2021.

I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)

Swetha Vasanth

6. September, 2021.

This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.

Joseph Mathias

6. September, 2021.

I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.

Srinvas Kannan

30. July, 2021.

I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.

Shivaram Andiappan Selvaraj

3. July, 2021.

I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.

Nellai B

26. June, 2021.

I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.

Google rating score: 4.4 of 5,
based on 61 reviews.