(Testimonial given recently in 2019)
The finance advice and the investment advisory service that I received from the Holistic Investment Planners was meticulous. To my relief, they created a well-diversified mutual fund portfolio to make the right investments and they are conducting a periodical portfolio review for maintaining good returns.

I would recommend Holistic Investment Planners to anyone who wants to achieve their financial goals.
(Testimonial given earlier in 2015)
I am dealing with Holistic Investment Planners since 2000. I have got excellent results after working with them. I was able to do my daughter’s marriage only with the help of Holistic Investment Planners. I am getting good support from their staffs all the time. I can refer Holistic to my Friends & Relatives. I wish them all Prosperity & Development in the Years to come.

K.P.Surendran Madras Aluminium Company Ltd, Retired Engineer

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