Initially, I hesitated to go with investment planners thinking they would push me towards insurance products. One of my colleagues introduced me to Holistic investment planners in 2011. Since then, I have been using their comprehensive financial planning service.
The company is doing an excellent job in guiding and implementing my Financial Plan. I have been getting inflation-beating returns based on their guidance on my investments. Interaction with the Holistic team is very easy, and they clearly understand our needs. I always recommend Holistic Investment to my friends and colleagues who are willing to make some investments.
Lokeshkumar E Sub Divisional Engineer, Bharat Sanchar Nigam Limited( Read More .. )