R Raghunath Rao
(Testimonial given recently in 2019)
I have been associated with Holistic Investment Planner for the past 4 years. They are helping me to build my financial goals. They are very professional and Customer-friendly. They clarified any doubts with patience.
They have good control of the market situation and guide to invest money accordingly. It’s been a financial breather for us after getting associated with Holistic Investments Planners.
Now I am able to create a corpus for my future which could have not been possible without the guidance of them. If it wasn’t them, I couldn’t have managed my financial decisions and professionally manage my wealth.
They exhibit Professionalism and Customer friendliness. I would surely recommend Holistic Investment Planners as one of the best financial planners.
(Testimonial given earlier in 2018)
I secured my family’s future plans with Holistic Investment planners’ professional and their well-planned investment ideas. Without them I wouldn’t have achieved my financial targets, I planned for future.
They are very informative and good at precise planning. I would definitely recommend you to take the services of Holistic Investment Planners. They are very comfortable to communicate, and I trust them to secure my financial goals.
R Raghunath Rao Equipment and Logistics and Equipment Supervisor, Qatar Petroleum
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19. March, 2021.
Nagendra Kumar V.R
2. March, 2021.
It has been 5years since i started my SIP and i can comprehensively say HIP is backbone of my financial planning. Team HIP is always very supportive and their expertise is available for me always. Especially Mr.Ramalingam and Mr.Rajan are guiding me in a professional way to achieve my goals. I would appreciate them for maintaining a systematic approach for every year plan like collecting fact finders to understand any change in goal and for any new goals etc., conducting scheduled review meeting to track the progress of my investment and giving the feedback. If anyone wants help from experts for your financial planning Holistic is the right place, not because just rest assured...definitely return assured!!!! Regards Nagendra Kumar V.R
24. January, 2021.
24. January, 2021.
I am with Holistic Investment for several years now, they have helped me to streamline my investments Holistic is fundamentally created disciple of managing your investments in line with your goals Excellent guidance helped me to accomplish key goals on time Holistic is more than consulting – They are lifelong guide for the true financial freedom seekers
4. January, 2021.
I have been associated with them for past 1 year. They are very professional in their approach. They have vast experience in the field. I would recommend financially naive individuals like me to get enrolled in their comprehensive plan. Which is helping me a lot in planning my financials confidently.
2. January, 2021.
I’ve been using their services for the last 5 years and they have never disappointed me even once. They provide really valuable suggestions and if we need to get anything done, they do it promptly and give us the acknowledgment for it. I must especially appreciate Mr. T. Rajan for taking care of my financial plans, providing suitable advice for my portfolio and managing it. It relieves so much of my time and offloads significant pressure off me, in terms of managing my financial portfolio. I would recommend their services for anyone who wishes to have their finances handled. Kudos to your company and keep up the good work!
2. December, 2020.
21. November, 2020.
Having constant recommendations and periodic review is helping to understand our portfolio better.
26. October, 2020.
For a returning NRI seeking a peaceful retired life and in need of advice on investment, tax planning, tax filing and organizing financial affairs, M/s Holistic Investment Planners proved to be the right people. They are always only a phone call away. They provide me with good advice and thus peace of mind.
12. August, 2020.
Google rating score: 4.3 of 5,
based on 46 reviews.
based on 46 reviews.