Asset Allocation Plan
Financial security tomorrow requires that you make profitable investment decisions…
Retirement Roadmap
Financial security is the essence of a happy retired life. Planning for a content retired ….
Financial Roadmap
Financial Planning: Is Financial planning at Holisticinvestment.in…
Insightful Webinar (Free)
A Personal Finance Webinar on “Investing 101: Ask Me Anything About Investments”
Our Articles
Liquiloans Review: A Look at P2P Lending in India – Good or Bad?
Mutual Fund Time Stamping Explained: Don’t Miss Out on NAV!
Small Finance Bank Fixed Deposits: High Yields or Hidden Risks?
Work for Freedom: Financial Planning Lessons from International Workers’ Day
Quit Smoking, Boost Your Budget: Financial Wins from World No Tobacco Day
What Our Other Clients Have Said About Us
I have been associated with Holistic Investment Planners for the last year for post-retirement financial planning. They have done an excellent job in developing a comprehensive plan, considering the corpus More
Ramachandra Kamath
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. More
S.Milton & A.Daniel EASA Counselling
I have been investing through Holistic for the past 4 years and my experience with them have been really good. The team of Rajan and Ramalingam doing excellent services in More
Murugan Bala