Enquiries
A.Prabakaran
I was provided with appropriate guidance with regard to my wealth planning and the same was completely taken care by Holistic Investments. I would not have had the clear picture and investment decisions if I had not worked with them. On working with them I was able to well plan my investments systematically to achieve my lifetime goal in regard to my family requirements. Customer friendly and queries answered on time are my favorite part of working with them. I would strongly recommend, as Holistic Investment Planners serves the people in desperate need for wealth planning.
A.Prabakaran Senior Manager - Operations
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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.
