This is my first year with Holistic Investment Planners. Rather than analysing the profit / monetary figures right investment, I would like to highlight that a feeling of security that someone is looking after and analysing my investments is there. A proper plan of how to continue with investment is drawn and discussed.
If it wasn’t them, then I might be continuing with a poor plan of financial investment which was managing myself before.
They are drawing a financial plan for the goals which I have set.
They are friendly, cooperative and ready for discussions at any time. The ideal partner for all those especially mariners who cannot actively track the market conditions due to sailing and connectivity issues
If you are thinking of hiring Holistic Investment Planners, then go for it!!!
Raju Unniyattil Chief Engineer, Mitsui OSK Lines