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S.N.Subramanian

S.N.Subramanian

Holistic Investment Planners helped de-mystify financial planning for me! They provided financial planning & investment advice to me and I had an opportunity to interact with them on a number of occasions both via telephone and e-mail. The team at Holisitc is professional at all times but also very personable and knowledgeable and took care in collecting of relevant information. They provided a thorough and critical financial analysis with practical recommendations. Whenever I had questions or was unclear on an issue they were patient and accommodating. They followed up reliably and punctually. I would recommend Holistic to anyone looking for an unbiased opinion.

S.N.Subramanian CEO

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