It has not dawned on me until I came across Holistic that one should always leave financial planning to the experts in the field.Since I started my career in 2001, I have been managing savings on my own in a conservative manner using well known “Fixed Deposits” with little satisfaction that my money is not keeping up with the pace of the economy. I didn’t dare entering the stock market on my own, because financial investing/ planning is not my background, besides I have a busy profession to attend to.
Holistic has done a very rigorous job in taking stock of my situation and coming up with a financial plan that is well balanced with various investment options. I find that they are experts at tracking the performance of funds they recommend and they know how and when to enter/exit the funds which is key to making money. They have educated me on various occasions and demystified certain myths which is very satiating. I feel more comfortable working with them compared to the financial planners I came across in the US.Their fee based approach is quite attractive which is regardless of net worth of the individual. I think they are the best option for NRIs managing money in India.
I have been associated with Holistic for a little over one year now and I am at ease regarding my financial planning. My only regret is, I was not associated with them since I began my career. I would have been a lot far ahead in chasing my financial dreams had I done so.
Lakshmikanth Namburi Senior Director, Research & Development