D.Vergin Kumar

D.Vergin Kumar

Before my retirement, I contacted Holistic Investment Planners to help me in managing my investments and planning for future financial security. With their guidance and advice, I could make proper decisions and investments. After retirement, I have peace of mind regarding my finance.

Without their help, I would have ended up losing money in the wrong investments and would have become unsecured.

They gave me immediate and proper advice regarding ‘all’ my queries.

I have seen many people who worked like me in the Gulf but have ended up struggling after retirement due to improper financial planning, decisions and investments. I will recommend Holistic Investment Planners to anyone who wants to manage their finances wisely. The relationship manager assigned to me is friendly and gives proper advice to make proper financial decisions.

D.Vergin Kumar Radiographer, Ministry of Health.