(Testimonial given recently in 2019)
After my association with Holistic, now I have good peace of mind and I don’t need to worry about investments.
They have a lot of patience for your queries and they would become another close friend who has strong financial knowledge. I like their professionalism and depth of their knowledge of financial. If it wasn’t them, I wouldn’t be a disciplined investor and that would have compelled me for unnecessary spending.
If you are planning to work with them, then definitely, you will work with them for a long lasting relationship.
(Testimonial given earlier in 2018)
I am pretty new to Financial planning. I have just started my journey. But the way Holistic Investment Planners gave the plan and their approach gave me a lot of confidence and peace of mind. Their Comprehensive financial planning is very clear and simple. Their interaction is very professional and caring. It is very much needed for a long time relationship. As I believe, Financial planning is not a product to buy it is a process. I am looking forward to having a knowledgeable & successful journey towards my financial freedom along with Holistic investments.