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Vijay chacko

Vijay Chacko

Vijay chacko

Vijay Chacko

Initially I did not have any great clarity on Mutual Funds and was averse of investing in them. Gradually through meetings with Holistic representatives, they informed me of the advantages of investing in Mutual funds and removed most of my misgivings. Even then, I approached Mutual Funds from a tax saving, compulsory perspective rather than a wealth creating one. During a cash crunch I used to get irritated with the monthly SIP’s. But somehow I stuck on. And it is perhaps one of the wisest things I have done.

A couple of years ago, faced with a huge payment towards a property purchase, I was wondering where to raise the funds from. During one of those moments, the monthly update from Holistic landed in my inbox. I used to barely glance at them previously and left them unopened. That day I opened my statement and was amazed to see the profit I had gained from my systematic investment. After conferring with Holistic, I withdrew some funds, easily met my obligation and had profits in reserve. Yes, it does go up and down, but I for one have witnessed, first-hand the benefit of saving in a Mutual Fund. In the recent past, I have often dipped into my mutual funds to meet some unforeseen expenses and it is invaluable to me.

I would always recommend Holistic Investment to anyone who is willing to make some investments in Mutual Funds. They are sincere, practical and constantly available for discussions. They are also extremely professional and go the extra mile to take care of all your needs.

 

Vijay Chacko Director

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