Bharathi Kumar

Bharathi Kumar

I have started recording my monthly cash flows after the association with Holistic Investments only. They helped me to identify the gaps between expenses vs. saving.

Holistic Investment Planners helped me to understand every aspect of personal financial planning and how each section is important from emergency fund management to forecasting future goals and including insurance planning.

If I am not associated with holistic, then I would have never thought of goal-oriented future planning of all sides and insurance requirements for a family which would have lead to a difficult path in future.

They have an excellent Management Team and they clarify questions with a lot of patience.

I would recommend Holistic Investment Planners for someone who looks to build healthy personal finance using Holistic team expertise knowledge and clarity in financial planning.

I like their financial blogs. It is very helpful. Especially, their honesty in explaining how personal finance planning cost between 3 common models of fee-only financial planners.

Bharathi Kumar Software Analyst