Wealth Management

Is Wealth management services at Holistic Investment Planners right for you?

Answer the following 7 questions and discover for yourself.

Is your investment portfolio in consistent with your chosen risk exposure?

Is your portfolio diversified as broadly as possible both within and across asset classes?

Are your investment portfolio tax aware, with a focus on post-tax returns rather than pre-tax returns?

Do you know the key determinant of the variation in investment portfolio returns?

Is active portfolio management delivering the expected returns?

Do you believe it is impossible to time the market ?

Do you think your portfolio decision should not be based on stock brokers/ analysts reports, industry/sector analysis, the financial media, share market newsletters, economic forecasters?

If you answered No to any of these questions, these are precisely the issues
we focus on our wealth management process.

Trying to deal with various wealth management issues can be difficult while juggling the responsibilities of work, a family life, and other concerns. That is why you are seeking the assistance of a professional wealth manager. Our wealth management process will guide you what it takes to survive and thrive in any markets, and put you in a better position to take wealth management decisions.

At Holistic Investment Planners, We guide the people to find the right path and help them to take right decision in the investment financial planning, wealth management and money management in an effective manner.

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REVIEWS

Karthik Vaidyanathan

Earlier I was investing without any logic /spending money on insurance policies which I should not have. Holistic brought a “holistic approach” to my investing based on my short term…

Earlier I was investing without any logic /spending money on insurance policies which I should not have. Holistic brought a "holistic approach" to my investing based on my short term / long term goals. There by I was able to achieve my goals with proper planning and have been able to build a good net worth over a period of time. My cost would have been huge as I would not have planned my financial goals and invested in instruments which was not beneficial. After working with them results achieved are manifold, right from planning for your goals, tracking expenses, know where you are spending the money to have better control, removing the non performing assets / policies etc. They have helped me achieve my goals and manage my cash flow better. The approach used by the management, the clarity of the process and integrity / ethical nature of business are best part working with them. The team at Holistic Investment is customer friendly in nature and are open to suggestions and criticisms. I would say the following "If you want to achieve your financial goals "holistically" (in every sense) approach these folks”.

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Karthik Vaidyanathan Associate Vice President - Procurement Operations

Sriram Somasuntharam

Since 2009, I have been using the services of Holistic Investment Planners. The company has done an excellent job in implementing my Financial Plan. I have been getting inflation-beating returns…

Since 2009, I have been using the services of Holistic Investment Planners. The company has done an excellent job in implementing my Financial Plan. I have been getting inflation-beating returns based on their guidance on my investments.

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Sriram Somasuntharam Senior Executive, Cater Pillar

Dr. Senthil kumar. T.S

One of my main concerns was finding the right person to take over my financial planning. Somebody who could understand how comfortable I felt about risky investments, what my retirement…

One of my main concerns was finding the right person to take over my financial planning. Somebody who could understand how comfortable I felt about risky investments, what my retirement goals were, and someone who could explain all the “techy” details of the different types of investments, so that I could make the right choices. I found all this in the Financial Advisor of Holistic Investment Planners and so much more. Their honest and open approach, make them easy to talk to, a must when discussing something as personal as finances. I have one less worry knowing, they are guiding me to a secure retirement. Their strong work ethics and desire to put their client’s best interests forward, have inspired an unwavering confidence that has grown over the years

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Dr. Senthil kumar. T.S Consultant Anesthesiologist

SRIRAM VENKATASUBRAMANIAM

Since August 2011, I am using Holistic for my Financial planning. I have to say that the experience has been superlative. Generally, one associates a lack of trust as well…

Since August 2011, I am using Holistic for my Financial planning. I have to say that the experience has been superlative. Generally, one associates a lack of trust as well as a feeling of sub-par delivery on promises with such relationships in this industry. However, Holistic and especially my direct contact Mr.Rajan and Mr. Ramalingam have been extremely transparent and above board. It is important to note that I have till date neither met these individuals nor have I been to their offices. This is indeed a case study for transparency and customer service. While it is early days to judge the financial performance of my investments, I am seeing that it is trended in the right direction and I feel quite comfortable that we will accomplish the committed growth rate at the bare minimum. Another hallmark of the experience has been the flexibility and responsiveness. Mr.Rajan has always been available and very forthcoming with all kinds of information and responses. I have already recommended Holistic to all my friends and colleagues. Without the guidance of Holistic, I would have had to spend enormous amount of time to figure out what to do with my investments. Now, I feel secure and stable at the same time. Thank you Holistic

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SRIRAM VENKATASUBRAMANIAM Director- Philips IT/ CG Manager

T.V.Krishnan

When we wanted to liquidate our investments to buy an immovable property, Holistic Investment’s team did an wonderful job. Their systematic approach helped us get the redemption on time.We could…

When we wanted to liquidate our investments to buy an immovable property, Holistic Investment’s team did an wonderful job. Their systematic approach helped us get the redemption on time.We could not find words to express our gratitude for the timely help to redeem the mutual fund investments without much ordeal.Also, we are very much delighted to appreciate their guidance for our wealth creation over the years and we are very much happy to sustain our relationship with Holistic Investments in our future endeavours also.

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T.V.Krishnan Accounts Assistant, XC/HQRS, Southern Railway Chennai

Google Reviews

Lionel Faber

16. September, 2021.

I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.

Sridhar

8. September, 2021.

Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.

Nitesh Agrawal

6. September, 2021.

I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)

Swetha Vasanth

6. September, 2021.

This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.

Joseph Mathias

6. September, 2021.

I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.

Srinvas Kannan

30. July, 2021.

I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.

Shivaram Andiappan Selvaraj

3. July, 2021.

I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.

Nellai B

26. June, 2021.

I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.

HariBaskaran K

3. June, 2021.

I have been using their service for 2 years and I am happy for the investment plan build constructively & maintaining on right track to achieve the goals within specified timeline. The continuous follow up on reviewing the investment plan, supporting multiple times to answer our queries which shows their professionalism, experience & quality. Glad to continue relationship with them & Thanks for it!

Balasubramaniam Natarajan

15. April, 2021.

Holistic Investment Planners have helped me put together a proper financial plan for the first time in 2020. I felt that they made a difference by being transparent about their entire approach, not forcing me to buy products through them and helping me with the thought process. I have done one planning session and one review session and can see the value that I can get out of my dealings with them and really appreciate all of their knowledge and the commitment to their customers. Good show and look forward to continuing my relationship with them to help achieve my financial goals.

Google rating score: 4.4 of 5,
based on 59 reviews.