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Balamurali Krishnamoorthy

Balamurali Krishnamoorthy

Holistic Investment Planners’ is worth the money I paid. Now I have a planned and systematic approach for my retirement. They are reviewing my portfolio at regular interval and we can easily get access to the Experts.

They have a solid approach to investments. Their plan doesn’t promise fancy returns for the sake of marketing but a pragmatic in setting goals. If it wasn’t them, I would have worked without a plan.

Balamurali Krishnamoorthy Vice President, Standard Chartered GBS