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Sriram Venkatasubramaniam.

Sriram Venkatasubramaniam.

I am currently in my 5th year of association with Holistic Investment Planners”. It has been an immensely fruitful association for me. Besides meeting my financial goals, what has been enchanting has been the ease of doing business with Holistic. Time is in immense short supply for people like us. The team at Holistic does everything possible to complete the transactions with the least amount of involvement from my side. The other aspect that has been special is the trust factor. Till date, I have not met anyone in the Holistic team in person and inspite of that I feel comfortable entrusting my entire portfolio with them. I also had a great yearly review last year. I look forward to my next one by which time I am sure that the suggestions I had provided would have been implemented. Thanks for everything

Sriram Venkatasubramaniam. Senior Director, Philips.