(Testimonial given recently in 2018)
I’ve been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of my planner has enabled me to keep an eye on my financials and invest in the right debt/equity schemes. Without their support, I would have probably continued investing in an ad-hoc and under-informed manner, and wouldn’t have struck the right balance to meet my requirements.
I like their detailed planning, follow-through on actions and mid-term review. Their financial planners are always available to answer any queries and provide assistance on an ad-hoc basis throughout the year. Do not hesitate, go for it. The returns you’ll get over time by following the financial plan will far outweigh the investment in hiring the services.
Holistic follows a systematic process and facilitates the customers to have a good understanding and grip over their financials.
(Testimonial given earlier in 2016)
I find Holistic Investment team very responsive and diligent. They attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan.
It is very easy to work with them because the investments are linked to specific goals, and whenever I need a certain amount for any reason, I always approach them, and they advise me from which investment to withdraw/redeem. 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 cooperative and responsive to my needs.
Rohit Deshmukh Operations Director- South Asia, Cochlear
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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
24. January, 2021.
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
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.
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!
2. December, 2020.
21. November, 2020.
Having constant recommendations and periodic review is helping to understand our portfolio better.
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.
12. August, 2020.
Google rating score: 4.3 of 5,
based on 46 reviews.
based on 46 reviews.