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Yogesh

Yogesh

Before I joined Holistic Investment Planners, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them, and I feel my investment is fairly diversified now.

Holistic investment planners helped me achieve three investment objectives – Goal based investment, portfolio diversification and discipline in investing.

The quantitative and qualitative work that goes behind the assessment of mutual funds by Holistic is very structured. With so much information available on the web, it is easy to choose mutual funds on the basis of top performing funds. However, there is much more that goes being selection and proposing the fund which I find Holistic does quite well.

Their financial plan is extremely comprehensive and detailed. The team in Holistic is available throughout the year to answer any questions. There is always an effort to reach out and provide timely information through specific articles and e-mails. I have not had the need to perform any follow up to date in the last two years in regards to any of my investments.

I will highly recommend Holistic if you would like to do a fully fledged comprehensive financial plan for your financial life.

Yogesh Finance Project Manager

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