Sumathi Gurumurthy

Sumathi Gurumurthy

Our relationship with Holistic Investments since 2002, has been the innate sincerity in every interaction they have had. I am particularly impressed with the confidence they infuse in us that they are always there for us, an information bank of investment knowledge. They don’t intrude or pressurize unnecessarily. Nevertheless, act very promptly when required.

The way they have nurtured the relationship has made us avoid seeking any competitive portfolio managers and also compare cost of servicing. We appreciate quality has a price. We are also proud of the way they keep their self updated to service their customers and also of the attempts they make to share their knowledge with the public.

Our best wishes to Holistic Investment Planners as an organisation and the team.

Sumathi Gurumurthy Retired -Centre Head

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