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Sathyakumar Seshachalam

Sathyakumar Seshachalam

Subject knowledge and the transparency with which Holistic Investment Planners operate is my favorite part of work. Before my association with them, I had a nil investment and I have never realized the importance of my financial goals. Now I have a complete portfolio geared towards realizing my financial goals.

Transparency is their key, some of the doubts that I had with the specific funds that were recommended was put to rest. Holistic Investment gives me a clear explanation on the factors that led them to those specific recommendations was very insightful.

I will say, “It is your loss if you choose to hire other financial planners.”

Sathyakumar Seshachalam Technical Architect, Trimble

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