(Testimonial given recently in 2020)
Holistic Investment Planners are systematic, thorough and meticulous in their approach towards the research they carry out before providing financial advice. They helped me to develop clarity of thought in formulating my financial goals.
They give me professional advice to invest in Mutual Funds having a good performance. Without them, my financials would not be organised.
They have been constantly monitoring the progress and implantation of the recommended plan with regular updates, giving me a sense of peace and comfort.
I would recommend Holistic Investment Planners to anyone interested in achieving financial independence. A professional organisation.
Now I feel peace of mind knowing the investments made are in high performing funds.
(Testimonial given earlier in 2019)
Holistic Investment Planners carried out a systematic study of my future needs and requirements. They formulated a plan in consultation with me to check its suitability and thereafter helped me to execute this Financial Plan. When I look back over the past 5 years, this Financial Plan gives me confidence that I am heading in the right direction towards financial stability.
The time lost in preparation for future goals is not going to come back. The earlier one starts the better. Holistic Investment Planners has helped me to organise my savings for Emergencies as well as towards preparation for Future requirements.
They are well organised. They keep track of my investment portfolios and are ever ready to clear my doubts about the financial concepts of investments.
My humble suggestion is, use the opportunity to engage with Holistic Investment Planners, discuss your requirements and observe first hand, how the professionals come up with interesting solutions.
I liked working with Holistic Investment Planners as they have a professional approach, are open to suggestions and very much oriented towards customer satisfaction.
(Testimonial given earlier in 2017)
My association with Holistic Investment Planners has been for the past 3 years. Now, I am more focused on systematic savings and thanks to the guidance from Holistic Planners. I have also started to keep track of my expenses and plan a budget for the month.
Always I had the thought of Life insurance and security of assets, but Holistic Planners were able to guide me and help me in accomplishing this. The correct advice from the team to secure the future by planning in the present is of immense value to me. Clarity in the concepts of Mutual Funds and its long term benefits were the favorite part.
From my experience, I would like to say that Holistic Planners are one of the Best in the Field of Financial Planning, and one can rely on them without any second thought.
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