CLIENT REVIEWS
In their words, not ours
Senior executives, directors and NRIs who have worked with us — some since 2006 — on what actually changed once they had a written roadmap and someone accountable for it.
Every review below is unedited, and named to the client’s role and city.
WHAT COMES UP AGAIN AND AGAIN
Four things clients keep saying
Nothing was pushed
“Unlike other advisors then, they did not push any insurance policies on me and suggested better investment options.”
No churn for commission
“In twelve years we have dropped a couple of funds and added more — a long-term focus on value growth.”
Goals linked to money
“Investments are linked to specific goals — when I need an amount, they advise which one to redeem.”
Someone tracks execution
“Beyond the assessment, Holistic has helped me keep track of the plan with unbiased recommendations.”
THE REVIEWS
Eleven clients, in full
FEATURED REVIEW · 2018
“Holistic have helped me in doing an independent evaluation on my financial health status. I was impressed by their robust methodology that took me through the process and highlighted options to meet my goals — multiple iterations, at a personal level and other channels.”
“Their consultants and staff bring a personal touch and cordiality, while maintaining a high level of professionalism. Beyond the assessment, Holistic has helped me keep track of the plan and provided unbiased recommendations on investments.”
“I consult them for all my investment decisions — mutual funds, tax and others — backed by extremely prompt service and user-friendly software that tracks investments in real time. Thank you, Holistic team.”
coo
1CloudHub, Chennai
CITED
Independent evaluation · Real-time tracking · Unbiased recommendations
CLIENT SINCE 2011 · 2016
“I have been planning my investments systematically to meet short and long-term requirements. My planner’s guidance has enabled me to keep an eye on my financials and invest in the right debt/equity schemes. Without their support I would probably have continued investing in an ad-hoc, under-informed manner.”
“I like their detailed planning, follow-through on actions and mid-term review. Do not hesitate, go for it — the returns you’ll get by following the plan will far outweigh the cost of the service.”
Long-standing client
Systematic investor, since 2011
GOAL-LINKED INVESTING
“I find the team very responsive and diligent. They understand the goals and objectives, or the changes from dynamic situations, very thoroughly before recommending a plan.”
“The debt-equity breakup has worked well — I have never faced a situation where I am exiting an equity investment at an inappropriate time due to an emergency. Short-term requirements have been well managed through the debt investments.”
Operations Director, South Asia
Cochlear, Mumbai
CLIENT SINCE 2006 · GANESH NAMASIVAYAM
“Their staff came across with a difference — unlike other advisors then, they did not push any insurance policies on me and suggested better investment options.”
“As we started investing in mutual funds, another key difference: Holistic are not the ones who shuffle your portfolio every other year. In the last twelve years we have probably dropped a couple of funds and added more. That shows their long-term focus on value growth, unlike others who churn for the commission.”
“The consistency in sending the report twelve months a year without fail, and the patient explanation of market situations through the ups and downs of 2008, 2014 and 2018, meant I never wanted to think of any other option. I look forward to a longer, rewarding association.”
Senior Executive
Aricent Technologies
NRI RELOCATION
“Holistic validated my financial position prior to moving from UAE to Goa, and recommended mutual fund investments effectively to achieve my planned goals.”
“Without them I would have made wrong MF investments, and that would have had a long-term impact on my goals. Their structured approach has been helping me manage my personal finances well.”
Consultant
Goa
CLIENT SINCE 2009 · SRIRAM SOMASUNTHARAM
“The company has done an excellent job in implementing my plan. I have been getting inflation-beating returns based on their guidance on my investments.”
Senior Executive
Caterpillar, Chennai
EXECUTION, FINALLY ON TRACK
“I had some difficulty executing my plans before working with Holistic. Now I am on track for my short and long-term goals, I have learnt the influence of inflation, and I am balancing daily needs with better control on future goals.”
“Support and guidance from the executives is very professional and friendly. Choosing Holistic would be one of my best decisions in life, for sure.”
Deputy Manager
Fiat Chrysler Automobiles, Chennai
SAIKUMAAR NAGARAJAN
“They combine the right mix of market and financial knowledge with customer-centric advice. I have always found their team very well informed, and have never encountered any misselling.”
“I believe I can count on them to have my best interests in mind when they make a recommendation.”
Senior Executive
Mahindra & Mahindra
FIRST EXPOSURE TO INVESTING
“Interaction with the team is very easy, and they clearly understand our needs. I understood their recommendations and gained some income tax benefit and some margins on investment.”
“I could not have got any ideas for investment without them. Now I have exposure to investments like mutual funds, and everything feels good now and for the future.”
Executive Secretary
Thermodyne Technologies Pvt Ltd, Chennai
VIJAY CHACKO
“Initially I had no clarity on mutual funds and was averse to investing in them. Gradually, through meetings, they removed most of my misgivings. Even then I approached funds from a tax-saving, compulsory perspective rather than a wealth-creating one. During a cash crunch I used to get irritated with the monthly SIPs. But somehow I stuck on — and it is perhaps one of the wisest things I have done.”
“A couple of years ago, facing a huge payment towards a property purchase, I was wondering where to raise the funds. That day I opened my monthly statement and was amazed at the profit from my systematic investment. After conferring with Holistic I withdrew some funds, easily met my obligation, and still had profits in reserve.”
“They are sincere, practical and constantly available for discussions — extremely professional, and they go the extra mile to take care of all your needs.”
Director
Brandwave Communications (P) Ltd, Chennai
LAKSHMINATH NAMBURI · NRI IN THE US
“It had not dawned on me until I came across Holistic that one should always leave this to the experts. Since 2001 I managed savings on my own, conservatively, in fixed deposits — with little satisfaction that my money was keeping pace with the economy. I didn’t dare enter the market alone, and I have a busy profession to attend to.”
“Holistic did a rigorous job of taking stock of my situation and building a well-balanced plan. They are experts at tracking the performance of the funds they recommend, and they know how and when to enter and exit — which is key to making money. They have educated me and demystified certain myths, which is very satisfying. I feel more comfortable working with them than with the advisors I came across in the US.”
“Their fee-based approach is attractive, regardless of the individual’s net worth. I think they are the best option for NRIs managing money in India. My only regret is that I was not associated with them when I began my career — I would have been a lot further ahead.”
Senior Director, Research & Development
Advantest America
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PHONE
+91-44-4203 0722
ramalingam@holisticinvestment.in
rajan@holisticinvestment.in
OFFICE
Old No 60/3, New No 26, Burkit Road,
T. Nagar, Chennai – 600017, India