Shraddha Vasanth

Shraddha Vasanth

(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.
(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