Holistic Investment Planners Pvt. Ltd. - Certified Financial Planner (CFP) Distributors
Member since Apr 29, 2013
4684 Viewed my profile
0 Peoples Favourite
0 Reviews
About Me
We are Financial Planners and Investment Advisors to Senior Corporate Executives and NRIs. We help our clients identify financial goals, develop strategic investment plans for creating, preserving and managing wealth, and achieve results in their wealth management.
Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take right financial and investment decisions.
Co-founder and Director, Holistic Investment Planners (P) Limited.
About Work Experience
Experience - 17 Years 8 months (Jan 2000 - Present)
Experience & Qualification
Qualification
BCom,CFP
Experience as an Advisor
17 Years
Total work Experience
17 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
Affiliations
-
Not Specified
Awards & Recognition
-
Best Performing Financial Advisor Award South India from CNBC TV18
Address
Holistic Investment Planners Pvt. Ltd.
10/15, 2ND CROSS STREET,
SEETHAMMAL EXTN,
Teynampet,
Chennai,
Tamil Nadu, 600018
LICENSE
|
|
Mutual Fund -
ARN No.
4188 - Validity -
30-03-2019
Photo Gallery
DOWNLOAD 
PROFILE
PROFILE
0 Reviews
No reviews present
Do you want to see more Certified Financial Planner (CFP) Distributors?
More About Me
Top Performing Mutual Funds
Tools and Calculators
