I got to know of HOLISTIC investment Planners on CNBC TV, when they were awarded “The Best Performing Financial Advisor Award”. This was a time, when I was just beginning to pay attention to the world of financial management, investment arenas and was contemplating the idea of having a financial advisor for myself. The concept of paying someone money to manage your own money was very alien to me.
What I liked about registering with holistic planners was, that I was given an opportunity at first to better understand my personal financial management and get convinced about the benefits of having them on board. I had a one hour-long chat with Mr. Ramalingam, Director of Holistic Investment, to discuss my finances. It was a very cordial and warm discussion. I felt like I was talking to a friend about my personal finances and he, with no compulsion or marketing, was telling me about saving, investment, spending, using credit cards, risk management and insurance.
After partnering with holistic, I felt a great transformation in the way I approached my finances. Till then, I had no clue about “cash flow”, investment options, mutual funds (though I had started a few SIPs, but was using it just like bank deposits), risk management etc. Today I feel confident in my life because, my life is adequately covered with a term insurance, my assets are protected for any untoward incidences and I have created a path toward wealth creation. That too wealth creation without having to stress myself out. The friendly advice provided to me by Mr. Rajan, my financial advisor at Holistic, his implementation plan (step by step with deadlines) and follow up was very useful for my transformation. I should admit that I have not been 100% compliant to their financial plan, largely because of my personal reasons, yet I feel assured that I have a highway that I can get onto and reach my goals.
To anyone considering Holistic, I just have this to say to them. A man should have 3 good friends – a doctor who will treat his illness, a lawyer who can protect you when you are in trouble and a finance advisor who can help you manage your money. With holistic investment planners you are definite to find a friend….
Dr.Alben Sigamani Group Head - Clinical Research at Narayana Hrudayalaya Hospitals( Read More .. )