Investment financial planning|plan|consultant|wealth|management|India

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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Has the Mutual Fund Investment Rule Changed Post Covid19 Crash?
“There are decades where nothing happens, and there are weeks where decades happen.” It is a quote from Vladimir Lenin, a revolutionary leader of Soviet Russia. Ironically, it describes the nature of the stock market very well. In 2020, the SENSEX crashed 38% in a matter of weeks. Many investors lost their years of investments.
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Rental Income Vs. Equity Mutual Fund Investment
“Your house is not an asset!” —says Robert Kiyosaki in his book “Rich Dad Poor Dad.” He is one of the many millionaires who made a fortune out of rental income. And then there is Equity Mutual Fund investment. It has relatively lesser risk, better flexibility, and liquidity.
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How Can Investors Manage Asset Allocation?
“Don’t Put All Your Eggs in One Basket” But how many eggs in each of the baskets? The answer is subjective. Finding the right balance between equity and debt investments is one thing. But maintaining that balance has always been a real challenge. It is almost like trying to solve a Rubik’s cube that is fighting back.
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Nilesh Shah’s View on ESG Funds
A longstanding criticism against the free market economy is the concerns of exploitation by the organisations in it. A good organisation must aspire to give as much as it takes: be it its environment, the society around it, even with its governance. In the wake of such concerns—more importantly, Climate Change—came the ESG criteria.
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Nilesh Shah’s View on International Funds
Tech giants like Facebook, Amazon, and even US investors like Mark Mobius are investing billions in India. Should you flip side and invest in international funds? On one hand, there is a claim that technology funds are risky. And the international market being a relatively “uncharted water” to an average retail investor only seem to amplify it.
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REVIEWS

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

Muralidharan S

Before I met Holistic Investment Planners, my investment was in a scattered manner in different Demat accounts. They suggested investing in debt funds which helped me gain more returns than…

Before I met Holistic Investment Planners, my investment was in a scattered manner in different Demat accounts. They suggested investing in debt funds which helped me gain more returns than investing in bank FDs. Or else I would have kept the money in FDs which would have resulted in lesser yield and more tax burden. Now I could bring every investment under a common platform both for my wife and myself. I opted for the retirement planning after gaining confidence in their approach to investments along with customer inputs. Since I could not devote my time to the investment planning, I was looking for the investment planners whom I could rely upon and advice based on the market conditions. I would have lost money if I had invested more on the equity funds without the support of Holistic Investment Planners. I like their Customer-centric approach and they are providing more friendly service. I have already recommended Holistic Investment Planners to one of my colleagues.

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Muralidharan S Ashok Leyland Ltd, Assistant General Manager.

S.Shivram

I have been associated with Holistic Investment since 2002. While I started small, today all my financial goals are developed in consultation with them. Being a Management Consultant as well…

I have been associated with Holistic Investment since 2002. While I started small, today all my financial goals are developed in consultation with them. Being a Management Consultant as well as a person who understands finance,I can enormously appreciate their professional approach towards various investment avenues.Their professional and logical approach to financial planning was outstanding. I now have a complete and comprehensive vision and approach as far as my financial goals are concerned. One of the strong points of Holistic investment is their service approach as well the philosophy of guiding the customer. I will wholeheartedly recommend holistic investment to my friends and relatives.

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S.Shivram Director-Human Capital Consulting

Lokesh Kumar

I started investing in January 2020. Now I have seen a decent gain with the COVID 19 with the pandemic. Without Holistic Investment Planners, I would have made the wrong…

I started investing in January 2020. Now I have seen a decent gain with the COVID 19 with the pandemic. Without Holistic Investment Planners, I would have made the wrong choices with my investments. Also, it would have taken a lot of time and research to select the best investment plans. Their response is very quick. I feel like it is very valuable to interact with them because of their suggestions are valuable. With Holistic Investment Planners, your investment plans are in good hands. I can reach them easily if I have any doubts or concerns.

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Lokesh Kumar Jamjoor Ramachandran Software Developer, Audimex AG

S.Rajadurai

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate…

After working with Holistic, now I have a very clear plan about my lives financial requirement and that gives me confidence to face and plan my future. I can segregate my financial requirements as the most important to the least important and invest on achieving my goals accordingly. I need not spend time in monitoring the market or where to invest, instead it’s been done by a group of trusted professional whose advise I adhere. I have more time to think of my career and prepare on career development program. I know how much money I require before I retire and how to achieve that target. My tax planning is well organised, never could have said that before. Their customer service is superior. I can reach out to people and they are always polite to answer my queries. Also my friends at Holistic does not tell me where to invest and stop with that, they teach me why such decisions are made and they educate me on how financial planning is being done. The technology part is really good. I send mail and I get answers. I can see the investments made by me anytime online. I would have still been looking for a financial planner whom I could trust my money on if I have not worked with them. I would like to say “You got your moneys’ worth!” for someone thinking of hiring the services of holistic.

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S.Rajadurai Senior System Engineer

Google Reviews

GOOD

42 reviews on

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!

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.

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