Holistic wealth is a client centric financial planning and distribution firm. Our goal at Holistic wealth is to provide our clients with ethical, highly competent and completely personalized financial plans that help them achieve their financial goals. Along with hand holding our clients, we also educate them throughout the journey.
Nishant Batra CWM®Nishant Batra is the co-founder and Chief Portfolio Optimiser at Holistic Prime Wealth Private Limited. He is a Chartered Wealth Manager and has passed CFA Level II. He is associated with financial markets for the last 20 years and has worked in different verticals.
He has an experience as an Arbitrageur and has managed a family office with assets more than? 300 Crores.
He writes on matters related to personal finance and had made contributions in Fortune India, Live Mint, Mint Genie and Money9.
Niraj is the co-founder and Chief Wealth Strategist at Holistic Prime Wealth Private Limited. He is a qualified Chartered Accountant with an all India rank. He has worked with Deloitte and Grant Thornton managing their audit and assurance services.
