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Navneet R

Navneet R

Holistic Investment Planners providing me with a comprehensive financial plan incorporating both my short-term & long-term goals. They are very responsive and easy access to my plans. I highly recommend them to anyone considering managing their finances. Having the experts to deal with navigating the plethora of mutual fund schemes & portfolio management frees up a lot of my time and energy spent otherwise.

If I didn’t meet them, it would have involved a lot of effort to find the right investment strategies for me.

I appreciate the financial articles that are well written and backed by data.

Navneet R Program Manager, Apple