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Commander N Balasubramanian

Commander N Balasubramanian

I have had a very fruitful association with Holistic Investment Planners since 2011. Earlier, had been making investments with whatever little information was available, but made no worthwhile financial progress.  Fortunately, Coming into contact with Holistic Investment Planners, helped immensely in reorganizing and planning investments, setting up financial goals and bring in financial discipline in working towards achieving financial freedom. A financial plan in place and a long term methodology worked out, accompanied by yearly and half yearly reviews by the Planners has given mental peace, non botheration of the state of the markets and confidence in facing the future. It has been a pleasure interacting with the team of Holistic investment who are always accessible and ever ready to respond to your queries in an unbiased and professional manner with the interest of the client always at heart. I wish I had come into contact with them much earlier.

I would like to strongly recommend Holistic Investment Planners to anyone who is interested in bringing Financial Discipline and Growth in their lives.

Commander N Balasubramanian Naval Veteran & Marine Consultant