Holistic Investment Planners is a service provider that offers comprehensive financial planning services to clients. The company's tradename is also the site title and highlights the various financial planning services available to clients, including private wealth management, investment advisory, and tax saving schemes. The company boasts overwhelmingly positive reviews from satisfied customers who praise the professionalism, knowledge, and customer service of the team. Reviewers highlight the company's holistic approach to financial planning and its ability to educate and create awareness about mutual funds. Additionally, clients have praised the company's successful investment strategies, customer-friendly approach, excellent service, responsiveness, and homely relationship with clients. While one negative review was mentioned, the overall consensus is that Holistic Investment Planners is a reliable and trustworthy company that offers excellent financial planning services.
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