Onset of this message my heartiest congratulation to Holistic Planner team for their guidance & support which help me to start walking towards my financial goals for my future.
We have always seen our parents quoting the example of our grandparents to emphasize on the significance of Savings. How their hard earned savings helped them and our parents survive is no hidden fact. Our forefathers, without a doubt, did a great job by efficiently managing with expenses and savings. The scenario now, unfortunately, has changed drastically. Savings in today’s times aren’t sufficient enough to take care of major expenses like Child education, purchase of house, a critical illness, financial freedom at retirement etc. In savings there is less profit making or creation of wealth. In order to be able to handle those expenses, one has to look for alternate sources of income or something that transforms savings into wealth.
Before 2012, self was rather savings keeping in mind for income tax. But after started taking consultation from Holistic planner, my savings has diversified in tax savings & investment options. I understand the fact that paying in insurance should not be treated for future investment, insurance is different & investment is different. From last four years consultations self-finding that my investment is growing like anything. Before their service, my investment growth is not as per my expectation, but after their guidance I find the expected improvement in investment.
I will recommend others for financial consultation from Holistic Planner. Their approach toward understanding little dreams & convert them in goal is excellent.
It is pleasant feelings for me after having their consultation services.
Atanu Saha Planning Manager
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19. March, 2021.
Nagendra Kumar V.R
2. March, 2021.
It has been 5years since i started my SIP and i can comprehensively say HIP is backbone of my financial planning. Team HIP is always very supportive and their expertise is available for me always. Especially Mr.Ramalingam and Mr.Rajan are guiding me in a professional way to achieve my goals. I would appreciate them for maintaining a systematic approach for every year plan like collecting fact finders to understand any change in goal and for any new goals etc., conducting scheduled review meeting to track the progress of my investment and giving the feedback. If anyone wants help from experts for your financial planning Holistic is the right place, not because just rest assured...definitely return assured!!!! Regards Nagendra Kumar V.R
24. January, 2021.
24. January, 2021.
I am with Holistic Investment for several years now, they have helped me to streamline my investments Holistic is fundamentally created disciple of managing your investments in line with your goals Excellent guidance helped me to accomplish key goals on time Holistic is more than consulting – They are lifelong guide for the true financial freedom seekers
4. January, 2021.
I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.
2. January, 2021.
I’ve been using their services for the last 5 years and they have never disappointed me even once. They provide really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I must especially appreciate Mr. T. Rajan for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio. I would recommend their services for anyone who wishes to have their finances handled. Kudos to your company and keep up the good work!
2. December, 2020.
21. November, 2020.
Having constant recommendations and periodic review is helping to understand our portfolio better.
26. October, 2020.
For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.
12. August, 2020.
Google rating score: 4.3 of 5,
based on 46 reviews.
based on 46 reviews.