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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 ….

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Financial Roadmap

Financial Planning: Is Financial planning at Holisticinvestment.in…

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What Our Other Clients Have Said About Us

(Testimonial given recently in 2018) I’ve been working with Holistic since 2011. I have been planning my investments systematically to meet my short and long-term goal requirements. The guidance of More

Rohit Deshmukh Operations Director- South Asia, Cochlear

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

It has not dawned on me until I came across Holistic that one should always leave financial planning to the experts in the field.Since I started my career in 2001, More

Lakshmikanth Namburi Senior Director, Research & Development

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