I have been using Holistic Investment Planners for the last three years. Mr Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short, medium and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or to make investments. They never pressurize you to invest in their recommended financial products. I would have lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning.
Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on the correct path to achieve those goals.
Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
Jey S
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