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Balasibramaniam N

Balasibramaniam N

Holistic Investment Planners showed me a proper disciplined way of growing my wealth. They
showed me a Clear approach on how they would be guiding me through the process and also the
transparency around their investment methodology.

Valuable advice comes at a cost and instead of just wanting to get everything free of cost, I would
recommend that you invest a small portion of your cost as a fee and you will be able to recoup that
easily by the value that Holistic Planners add to your portfolio. Very happy with the constant support
that I get from them for any Adhoc investments that I want to do. Service is truly holistic and not
limited to just the yearly and mid-year review.