(Testimonial given recently in 2020)
Holistic Investment Planners providing expert advice and constantly updates about financial products. They have a friendly and very approachable team.
If it wasn’t them, then I would have been unsure about where to invest and how to plan for the future.
But now I can see growth in my savings and investments, clarity over my financial goals. They help me to achieve my goals step-by-step.
I have always received the best advice from Holistic about my investments. They also reply very promptly to my queries and also follow-up on the action points constantly. Their Staffs are also friendly and easily approachable.
I would surely recommend Holistic Investment planners to anyone who needs an expert’s help to plan their financial life.
(Testimonial given earlier in 2019)
I found a consolidation of all my investments with Holistic Investment Planners. They are providing very good investment advice and safe planning for my future dreams. I was unaware of the avenues to invest before my association with them. They always respond very promptly and very good follow up of the process. I will definitely recommend Holistic Investment to anybody who is interested.
Holistic Investment has always helped promptly and provided the best advice. Achieving my financial dreams feels like a possibility once I started investing through Holistic.
(Testimonial given earlier in 2017)
I’ve been associated with Holistic since January 2017 and it’s been a pleasurable experience! While I was broadly aware of the various financial products available, Holistic really helped me understand the nuances involved, prepared a financial plan that takes care of all my needs as well as execute the same in a seamless manner. The knowledge base, coupled with their friendly, proactive and transparent approach makes them very trust-worthy.
While it would be too early to judge the financial performance of my investments, I do feel more financially secure. I would definitely recommend Holistic to my family and friends. Many thanks and best wishes to Holistic!
Shraddha Vasanth Company Secretary, TUV Rheinland NIFE Academy Pvt Ltd
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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.