I’ve been working with Holistic Investment since 2011. I have always found Holistic Investment team very responsive and diligent, and they attempt to understand the goals and objectives, or the changes happening due to the dynamic situations, very thoroughly before recommending an investment plan.
I found it very easy to work with them, because the investments were linked to specific goals, and whenever I had a requirement for a certain amount for any reason, I always approach them, and they advise on which investment to withdraw/redeem from, and similarly, in case of a surplus, they recommend an appropriate plan for it.
The breakup between debt and equity has worked well, and I’ve never faced a situation where I am exiting from an equity investment at an inappropriate time due to an emergency. The short term requirements have been well managed through the debt investments.
Overall, Holistic Investment has been very co-operative and responsive to my needs, and I’ve had a very good association which I look forward to continue.
Rohit Deshmukh Operations Director - South Asia , Cochlear( Read More .. )