Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

Shraddha Vasanth

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(Testimonial given recently in 2020)
 
Holistic Investment Planners providing expert advice and constantly updates about financial products. They have a friendly and very approachable team.

If it wasn’t them, then I would have been unsure about where to invest and how to plan for the future.

But now I can see growth in my savings and investments, clarity over my financial goals. They help me to achieve my goals step-by-step.

I have always received the best advice from Holistic about my investments. They also reply very promptly to my queries and also follow-up on the action points constantly. Their Staffs are also friendly and easily approachable.

I would surely recommend Holistic Investment planners to anyone who needs an expert’s help to plan their financial life.

(Testimonial given earlier in 2019)
 
I found a consolidation of all my investments with Holistic Investment Planners. They are providing very good investment advice and safe planning for my future dreams. I was unaware of the avenues to invest before my association with them. They always respond very promptly and very good follow up of the process. I will definitely recommend Holistic Investment to anybody who is interested.

Holistic Investment has always helped promptly and provided the best advice. Achieving my financial dreams feels like a possibility once I started investing through Holistic.
 
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(Testimonial given earlier in 2017)
 
I’ve been associated with Holistic since January 2017 and it’s been a pleasurable experience! While I was broadly aware of the various financial products available, Holistic really helped me understand the nuances involved, prepared a financial plan that takes care of all my needs as well as execute the same in a seamless manner. The knowledge base, coupled with their friendly, proactive and transparent approach makes them very trust-worthy.

While it would be too early to judge the financial performance of my investments, I do feel more financially secure. I would definitely recommend Holistic to my family and friends. Many thanks and best wishes to Holistic!

Shraddha Vasanth Company Secretary, TUV Rheinland NIFE Academy Pvt Ltd

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