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Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

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Atul Kamat

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I was worried about my returning to hometown in respect of my investments and savings. But these people have done a great job and were a great support for validating my financial position independently to avoid any element of bias. It would have been a difficult task for me to realign everything and choosing right investments when I come back to India after multiple years abroad. I would have ended up in wrong investments and that could have been a disaster in future if I was not associated with the Holistic group. They were able to provide a structured and organized approach to financial planning which is fully aligned with my thought process, and I really recommend their service to known persons.

Atul Kamat Al Tayer Group

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Old No:60/3 , New No : 26
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