Enquiries
Sourirajan
I have been using the services of Holistic Investment Planners for more than 3 years now and when I look back it seems to have been one of best decisions I took. While I was never in doubt on the need to take expert help in my financial planning the problem was about choosing the right one and here is where I am very thankful to have got in touch with the key peoples of Holistic Investment Planners.
In our very first interaction itself they took lot of time to understand my present situation and a complete detailing of future aspirations/plans. I must say that they created a financial plan for execution in a very transparent manner which I could own up immediately because of the way they went about doing this. I have being executing the recommended plan to the last detail and can the see the results for myself.
Given my age and stage in career it is their advice and plan I must thank for rebalancing my portfolio with good quality debt funds and retaining certain part of my equity funds to create an adequate corpus for retirement in tax efficient manner. If not for their suggestions I may locked up funds in bank FD’s and POSMIS schemes to name a few. The best part I liked about working with Holistic Planners is that you will not see any hidden agenda in their recommendations. The key people are easily approachable and are there for you to educate, clarify any doubts you may have from time to time. This helps develops lot of trust in the relationship.
If you are looking for a trustworthy financial planner who has only your financial goals in mind while making recommendations and takes a long term view while drawing up your plan in holistic manner I would say “ Holistic Investment Planners “ is the right up there.
V.SOURIRAJAN Director- Olympus Therapeutics Pvt Ltd.
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Google Reviews
NITHYA K
19. March, 2021.
Nagendra Kumar V.R
2. March, 2021.
It has been 5years since i started my SIP and i can comprehensively say HIP is backbone of my financial planning. Team HIP is always very supportive and their expertise is available for me always. Especially Mr.Ramalingam and Mr.Rajan are guiding me in a professional way to achieve my goals. I would appreciate them for maintaining a systematic approach for every year plan like collecting fact finders to understand any change in goal and for any new goals etc., conducting scheduled review meeting to track the progress of my investment and giving the feedback.
If anyone wants help from experts for your financial planning Holistic is the right place, not because just rest assured...definitely return assured!!!!
Regards
Nagendra Kumar V.R
Rangeesh C
24. January, 2021.
srini vasan
24. January, 2021.
I am with Holistic Investment for several years now, they have helped me to streamline my investments
Holistic is fundamentally created disciple of managing your investments in line with your goals
Excellent guidance helped me to accomplish key goals on time
Holistic is more than consulting – They are lifelong guide for the true financial freedom seekers
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!
Maheswari S
2. December, 2020.
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.
Akash D
12. August, 2020.
