About Us

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 Goal Planner at Holistic Wealth. He is a Chartered Wealth Manager® and has passed CFA Level II. He is associated with financial markets for the last 15 years and has worked in different verticals.

He has an experience as an Arbitrageur and has managed a family office with assets more than ₹ 200 Crores.

Currently he is on board with many HNIs as a retainer. He writes on matters related to personal finance and had made contributions in Fortune India and Money9.

CA Niraj Dugar

Niraj is the co-founder and CEO at Holistic Wealth. He is a qualified Chartered Accountant with an all India rank. He has worked in the financial services industry for more than 10 years and has helped many clients transform their financial lives. In the past, Niraj has also worked with one of the Big 4 accounting firms managing their audit and assurance services.