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ReviewsReviews

When I started to work with Holistic Investment Planners, first of all, I was educated about financial planning, then I started systematic investment and now my investment return is growing. They advised me to start systematic investments to achieve my financial goals. And from the experience of holistic, it is really rewarding.

Maybe I might have failed in achieving my future plans if I didn’t follow their advice. They have very cordial staffs and they give me timely advice which helps me to achieve my financial goals. They ease my investment to live a stress-free financial life.

Doctor, Kauvery Hospital  Chennai 

(Testimonial given recently in 2019)
 
I found a consolidation of all my investments with Holistic Investment Planners. They are providing very good investment advice and safe planning for my future dreams. I was unaware of the avenues to invest before my association with them. They always respond very promptly and very good follow up of the process. I will definitely recommend Holistic Investment to anybody who is interested.

Holistic Investment has always helped promptly and provided the best advice. Achieving my financial dreams feels like a possibility once I started investing through Holistic.
 
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(Testimonial given earlier in 2017)
 
I’ve been associated with Holistic since January 2017 and it’s been a pleasurable experience! While I was broadly aware of the various financial products available, Holistic really helped me understand the nuances involved, prepared a financial plan that takes care of all my needs as well as execute the same in a seamless manner. The knowledge base, coupled with their friendly, proactive and transparent approach makes them very trust-worthy.

While it would be too early to judge the financial performance of my investments, I do feel more financially secure. I would definitely recommend Holistic to my family and friends. Many thanks and best wishes to Holistic!

Company Secretary, TUV Rheinland NIFE Academy Pvt Ltd  Bangalore 

To have a plan is a key to success; Holistic Investment Planners did exactly that. They gave me a plan to meet my goals. I got started with them exactly a year back and I am very comfortable with their planning and execution.
I wouldn't know how to meet my future needs without a proper plan. Financial plan for me is an extremely risky situation and it could cost me all things I care dearly.

If you are planning to hire them, then you are in great hands, they genuinely work with you to understand not only your goals but your thought about investment and devise a plan accordingly. They have a customer friendly team with quick response to queries over emails, phone calls, etc.

I have always been received well by the Financial Planners and Customer Support Team; they indeed made it easy to get the ball rolling as I was starting for the first time into investments.

Manager-McAfee  Bangalore 

Holistic Investment Planners cleared the cloud in my mind on planning my personal investments. They are planning ahead for life goals with a discipline, and conservative / balanced approach. I think it is difficult to put a value of my loss, if I wouldn’t meet them.

I trust them because of their unbiased recommendations, conservative approach while maximizing returns customised to suit to individuals goals. They are trusted professional when it comes to your financial life. They are giving timely response and they respect timelines.

Sr.Director,Falcon group  Singapore 

Holistic Investment Planners are discipline in financial planning. If it wasn’t them, I would be still hesitate to start the financial planning and investments. They are good at financial planning and giving proper guidance to achieve my goals.

I will surely recommend Holistic Investment Planners to others. They are very professional and expertise in their job, and trusted with your financial life. They are providing professional service.

Sr. ENGINEER ,DEBAJ Industrial Services  Doha, Qatar 

I am pretty new to Financial planning. I have just started my journey. But the way Holisticinvestments gave the plan and their approach gave me a lot of confidence and peace of mind. Their Comprehensive financial planning is very clear and simple. Their interaction is very professional and caring. It is very much needed for long time relationship. As I believe, Financial planning is not a product to buy it is a process. I am looking forward to have knowledgeable & successful journey towards my financial freedom along with Holistic investments.

Manager, Cognizant Technology Solutions  Chennai 

I have achieved discipline in financial vertical after my partnership with Holistic Investment Planners. If I didn’t have the chance to meet them, I would have lost my financial security. They are using a part of investment money for my emergency requirement.

In my point of you, they are bringing financial awareness to their clients. The users can get complete and comprehensive financial planning, can achieve financial freedom, and can have the stress-free and peaceful financial life. Investment through online policy saved some money for me.

Senior Manager,Pharma MNC  Chennai 

After I met Holistic Investment Planners, I got a clear understanding of financial planning. They provide advice on different investment avenues and the help I needed on risk management. If I didn’t meet them, I would have wasted my money on other financial planners. They gave me the right advice with financial planning report and implementation plan. It was very useful for me to track my investment details.

I am satisfied with my association with them in financial advice. Apart from financial planning and advice, they provide me with some additional service on term insurance and will writing as well. So, I will recommend them to you. Try them, and then you will see the difference.

Engineer,Kuwait Oil Company  Kuwait 

Dilip Mohan

I am getting excellent returns after I have started to work with Holistic Investment Planners. If it wasn’t them, I would have wasted my time and also got fewer returns. They are always ready to help with any issues at any time. Go to them, they will save your precious time and help you to reach your financial dreams.

They did not stop with investment ideas, they also help with procedures to execute your investment plan as well. Especially Mr. Rajan, (Director and Deputy Financial Planner) who is very polite, well-manner and offering realistic and positive help to several complex issues.

Analytics Consultant  Bangalore 

After my association with Holistic Investment Planners, I have achieved considerable growth in my investment. If I have not hired them, I would not have taken advantage of the market investment because I don’t have enough knowledge and expertise in the markets.

I appreciate their way of communication and their availability when I need their consultation and advice. If you are looking for financial planners for your investments and financial goals, then I encourage you to consider the option of hiring Holistic Investment Planners.

They are experts in Financial Planning. They are planning in the present to reach the financial goals in the future. They are planning to fulfil future requirements.

Reliability Manager,Dubai Airports  Dubai 

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