As a result of creating financial plan with Holistic Investment Planners, I Started working with financial alertness and understood financial planning is not one time activity or something which is…
As a result of creating financial plan with Holistic Investment Planners, I Started working with financial alertness and understood financial planning is not one time activity or something which is dependent on the market/instruments we invest in. Rather it is a life time one. Also I understood the concept, slowly & steadily building corpus for achieving financial goals. If i have not hired them, my learning and spending pattern would have not changed/updated. Awareness levels in financial planning would have been poorer.I’m impressed with their “to the point feedback” for my queries, professional support /guidance with transparency for achieving my financial goals. Though it was a sudden development, bought a house last year which was part of initial financial plan. Efficiently invested in instruments which helped tax reduction as well as capital appreciation. This achievement is a result of the financial plan created by Holistic.If someone is really serious about financial planning for their future, I would recommend Holistic Investment Planners for their professional approach. I am very much satisfied with the professional support of Holistic Investment Planners. I would definitely recommend with top rating.
The above testimonial was given on 06th Oct 2015 after having a relationship with us for more than 3 years. Earlier he had given the below testimonial on 30th Oct 2012. It was within 8 months of his enrollment as a client with us.
It gives a feeling that financial part of my life is secured with the help of Holistic Investment Planners. In a short span i have built a "decent corpus" which otherwise i would have not. Also i am trying to educate people who work with me about financial planning. Feeling good that i have started early with you.
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