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

Srinivasan

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…

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 a lifelong guide for the true financial freedom seekers.

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Srinivasan

Muthukumar.A

I am very happy for the services rendered by the Holistic team and now I become more confident in my Future Financial Life. Before joining the services, I always used…

I am very happy for the services rendered by the Holistic team and now I become more confident in my Future Financial Life. Before joining the services, I always used to plan & think about my future life. And if I had not worked with them, it may have only been dreaming the future. Now I realize all my dreams will come true soon. Customer support and quick implementation was the favourite part of working with Holistic Investment Planners. I would like to say to those who are thinking of financial planning, that, we should not consider the financial plan charge as an expense rather consider this as an investment and keep investing in it for your lifetime. I am sure that you would be benefited from this investment lifelong.

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A.Muthukumar Senior Fire Fighting Designer, MottmacDonaldPvt Ltd,

Mohamed Azzad

After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of Holistic Investment Planners. Ever since, they…

After having some problems and loss of trust in the financial company I was with, I was advised to talk to the team of Holistic Investment Planners. Ever since, they have met and surpassed my expectations of working with financial advisor. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer questions and do the legwork and research to make sure that my investments and my life insurance are on track with my needs, and that I have an understanding of where my finances are headed. Holistic Investment Planners is an advising company I can trust to make wise recommendations based on wherever I’m at in my savings goal, and they take the time to explain transactions in layman’s terms. If I didn’t meet them, I would have gone through too much of financial Risk. If you have planned to hire them to secure your financial life, then you are in safe hands. Because, they make me feel more secure and I have been with them for many years. Thanks a lot and continue your good work.

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Mohamed Azzad IT Manager, Poclain Hydraulics

S.Milton & A.Daniel

We are very happy with the efficent and knowledgeable service provided by Holistic Investment Planners. They are approachable and responsive to our needs; and offer a commendable quality of service.…

We are very happy with the efficent and knowledgeable service provided by Holistic Investment Planners. They are approachable and responsive to our needs; and offer a commendable quality of service. We would gladly recommend them to anyone requiring a proactive and professional investment planning service.

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S.Milton & A.Daniel EASA Counselling

Prem Sridharan

For many years, I was not sure what and why we have to invest? And I always thought simple bank savings is enough. But I realized that in order to…

For many years, I was not sure what and why we have to invest? And I always thought simple bank savings is enough. But I realized that in order to achieve a few financial goals, there has to be a diversified portfolio to cover short and long term goals. Holistic helped me open my eyes to achieve these goals by investing in the right set of portfolios. There is still a long way to go for me but I am more confident that I can achieve some of them with constant feedback from Holistic. They help me to get to know how things work in financial markets and some of the basics. Their staffs I work with for planning and implementation are friendly and helpful. They are not pushy and they seem to lay the facts for us to make a decision. If I decided not to work with them, then I would have been blindfolded and may have found it very difficult to achieve my goals.

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Prem Sridharan Software Architect

Google Reviews

GOOD

44 reviews on

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.

Vaidy Subramanian

15. March, 2020.

Thanks to Holistic Investment Planners I was able to develop clarity of thought regarding my financial goals which was translated into a financial plan which was then executed with the able assistance of financial advisors. Before I too the help of Holistic Investment Planners I was unsure of my financial goals and had my investments spread over 25 different funds. But now I am sure about my goals and am confident that I am on the right path. They are systematic, thorough and meticulous. They are happy to explain any doubts or questions whatsoever whether it is regarding a fund category, or a specific fund's performance. They do not try to force a decision on anybody, rather they explain their rationale in a way one can understand and leave the decision in the hands of the client. My own knowledge level of MFs has increased thanks to interaction with them. I would recommend Holistic Planners to anyone interested in achieving financial independence.

V RANGARAJAN VENKATACHARI

3. March, 2020.

Waste company cheating fellows in taking employees. Eyewash company