I got introduced to this team in 2006. Their staff members came across with a difference, in that unlike other financial advisors then, they did not push any insurance policies on me and suggested better investment options.
While that was a striking difference as we started discussing and working together and started investing in mutual funds again a key difference – Holistic Investment Planners/ financial planners – are not the ones who shuffle your portfolio every other year. In the last 12 years we have probably dropped couple of funds and added more. This shows their long-term focus on value growth [unlike others who churn for the commission that comes in].
While this is the core, the consistency in sending the report for 12×12 months without any fail, patient explanation of market situation during the ups and downs [2008-2014-2018] etc., meant I never ever wanted to think of any other option.
I take this moment to thank for the excellent support throughout these years. I am looking forward to a longer rewarding association with Holistic Investment Planners, and I wish them all the very best!
Ganesh Namasivayam Senior Executive,( Read More .. )