(Testimonial given recently in 2019)
Holistic Investment Planners have been providing very professional service, honest opinions and great execution of financial plans. If I did not meet them, then I would have lost lots and lots of time which I could use productively.
They have a solution for every financial need. They help me to plan my financial portfolio and appropriate investment.
They help a great deal in shaping our financial futures. The planning and execution of details are sharp, and they provide honest and practical answers for all our financial questions.
(Testimonial given earlier in 2018)
I am getting excellent returns after I have started to work with Holistic Investment Planners. If it wasn’t them, I would have wasted my time and also got fewer returns. They are always ready to help with any issues at any time. Go to them, they will save your precious time and help you to reach your financial dreams.
They did not stop with investment ideas, they also help with procedures to execute your investment plan as well. Especially Mr. Rajan, (Director and Deputy Financial Planner) who is very polite, well-manner and offering realistic and positive help to several complex issues.
Dilip Mohan Chief Data Scientist - cum- Mentor, Optimize Indian