Sudarshan M K
Sometime in 2005, I began consulting Holistic on building a personal investment portfolio. I started with small but regular monthly SIP plans. After more than 15 years of working with Holistic, I could meet some of my very major desired long-term financial goals in life.
I used to invest sporadically and without any clear strategy in several instruments such as company stocks and debentures through the secondary market, company fixed deposits, government schemes and private equity. It was only after I began consulting with Holistic that I began to strategize seriously around such sound concepts as (1) balancing short-term and long-term financial goals, (2) asset allocation between debt and equity instruments, (3) tax efficiency, (4) power of compounding, (5) comparative assessment of MF performance, (6) staying inflation hedge (7) exit, etc.
Probably, I would have continued to invest in a haphazard manner in various investment avenues on a “hit-and- miss” or “knee-jerk” basis rather based on a logical, planned and patient strategy that balances risk and benefit, greed and prudence and immediate gains and future value.
Personal service, counsel and interaction with a full-time financial advisor assigned to me and to my account was the best part of working with Holistic. Over a period of 13 years, it was possible to develop a close and personal relationship with the assigned advisor who became like a family guide/mentor for all investment decisions.
The “trust quotient” started growing and comfort levels with the advisor began strengthening as time passed. This led to better understanding of investment capacity, real expectations of returns and investment time-horizons.
Prompt response for inquiries, timely report-back, complete handholding for all paperwork, valuable feedback regarding taxation issues, house-calls and excellent troubleshooting assistance were the other aspects of the personalized service I greatly appreciated receiving from Holistic.
If you want to invest smartly, and wish to be affected by neither “irrational market
exuberance” nor anxiety, and if you want to build long-term net-worth with neither too much greed nor conservatism as motivation, you can trust Holistic to not only show you the way but also help you walk through it.
Sudarshan M K Retired CFO
Returning to India? An NRI’s perfect guide for Income Tax Planning 106 comments 18 Jul, 2013
HDFC Life Sanchay Par Advantage Plan [Review]: Should You Buy? 24 comments 11 Dec, 2019
How to Choose the Best Financial Planner for Retirement 20 comments 08 Feb, 2018
Are you overpaying your Financial Planner? Discover how much fees Indian Financial Planners charge 15 comments 27 Sep, 2017
Revealed: Are Financial Planners worth the cost? 15 comments 20 Sep, 2017
Investing a Lumpsum: How to do it the Right Way? 18 Mar, 2021
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.