Holistic Investment Planners has very sincere Financial Advisors for personal finance/portfolio management. I was a conservative person in the beginning and I kept my surplus fund in public sector bank as fixed deposits. The Financial Planners at Holistic Investment first exposed me to the idea of investing in the mutual fund and maximizing returns on investment.
If I had not worked with Holistic Investment Planners, I would have continued to invest in fixed deposits of different small savings schemes of the Government, and consequently had the loss of returns to the tune of 7-8% per annum.
They have a very inclusive approach to a middle-class investor. They are prompt and explain the schemes in common man’s language. They also monitor the invested schemes regularly so that the returns are maintained steadily.
I am glad to have joined Holistic for my Financial Investments.
Animesh Retired Vice President Balmer Lawrie limited
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