(Testimonial given recently in 2019)
Holistic Investment Planners’ methodology of financial planning was in alignment to my own thought process. Their structured & scientific approach for detailed calculation makes the plan very clear.
Financial planners’ independently validated my investment planning and asset allocation against financial goals. Expert advice from Holistic Investment Planners has a robust plan. They addressed gaps and identified areas of improvement.
If I didn’t have met them, I might have potential gaps in planning in terms of having a robust plan which factors inflation. If you want to secure your future, Go ahead and hire them.
They have award winning financial planning team!!
Keep up the good work!!
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(Testimonial given earlier in 2018)
Holistic Investment Planners validated my financial position prior to moving from UAE to Goa, India & recommended Mutual Fund Investments effectively to achieve my planned goals.Without them, I would have made wrong MF Investments & that would have had a long-term impact on my goals.
Their structured approach to financial planning has been helping me manage my personal finances well.
Atul Kamat
Project Consultant & Business Associate
Al Khayyat Investments
Dubai.Atul Kamat Consultant
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