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Hari Buddhiraju

Hari Buddhiraju

It has been a wonderful and satisfying journey working with Holistic Investment since Mar 2014. Being a late starter on the journey of Financial Planning, it was satisfying to see the inquisitive approach of Holistic. The whole process of interaction and probing questions lead to identifying goals and then creating the plan was very satisfying. With their help, I had restructured the whole approach to refinancing the Home loan to moving from insurance to pure term insurance as well as starting health insurance and investing in Mutual funds. I found the team of Holistic trust worthy and professional in their approach. In fact I had recommended them to couple of my friends both in India and outside. I wish Holistic a better and sustainable growth.

Hari Buddhiraju