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How to take financial and investment decisions?
Financial and  Investment

What would it be like to know that you were making the very best decision for each rupee you spent or saved?

At Holistic Investment Planners, with our 3D approach to financial planning, we help you put more power into every rupee. We will show you exactly where you stand right now and the most direct path to where you want to be through a sound financial plan.

Best Financial AdvisorAward for the
Best Financial Advisor
in South India
Holistic Investment Planners fills a universal need. Everybody longs to live their financial goals and to have more happiness. We at Holistic investments planners help people to do just that with our comprehensive financial planning service. We hope that you too will find our financial planning, wealth management and investment advisory services to be not only a new and fascinating relationship but a way to a richer fuller life.
  • You want to set new thoughts, new visions and new ambitions on your personal finance.
  • You want to achieve your financial goals, not to just manage your investments.
  • You want to make the principles of finance & investing easy to you to apply in your daily life.
  • You want to get out of mundane investment rut.
  • You want to make financial investment decisions quickly and easily with clarity.
  • You want to take a financial and investment decision for which you need not regret in the future.
  • You want to take a financial and investment decision that will not disturb your peace of mind and sleep.

Have you done similar mistakes when dealing with your money?

Before enrolling for our Comprehensive Financial Planning / Wealth Management / Investment Advisory Services, people have done one or more of the following mistakes.

Kindly check if these apply to you or not….

  • Does your busy professional schedule offer you time to monitor your personal finance? Is lack of time making you go crazy in your attempt to plan your finance?
  • Do you fear that, the financial decisions you take could be wrong?
  • Do you have different agents or advisors for different investment products (insurance, mutual funds, stocks…….), and none of them know your complete picture? Do you think the advice will be very neutral and not be biased towards their products only?
  • Do you think that the advertisements don’t create a rosy picture about the investment product and it provides only the facts?
  • Do you believe that sales presentations are not sugar coated, it puts forward both the plus and minus of a scheme?
  • Are you under the impression that trading or timing the market is a quick way for creating wealth?
  • Have you invested in a scheme just to copycat a friend or colleague (peer pressure) and later felt that the results of the schemes are not desirous?
If you have not answered any of the above questions as YES, then you are in need of a Comprehensive Financial Planning. The first step is to register for our 30 minutes complementary consultation offer.
Report on : How To Take Financial and Investment Decision in a Simple and Stress-Free way & EBook on
“The 10 Commandments of Personal Finance”