Holistic Investment Planners 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…
Holistic Investment Planners 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 highlighting options to meet my financial goals. This involved multiple iterations of interactions both at a personal level and other channels.
I found their financial consultants and other staff bring a personal touch and cordiality in these interactions, while at the same time maintaining a high level of professionalism. Beyond the financial assessment, Holistic has helped me keep track of the plan and providing unbiased recommendations on investments.
I consult Holistic Investment Planners for all my investment decisions - be in investment in Mutual funds, Tax planning and others. Holistic also backs me up with their extremely prompt service with a user-friendly software to keep track of investments, on a real-time basis.
Thank you, Holistic team.
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