KNOW YOUR CLIENT FORM FOR INDIVIDUAL
Know your client form for individual
(Guest)
2 Replies
motilaloswal
(Financial Advisor)
(71 Points)
Replied 30 December 2010
Siemens reported 41% growth in order-intake in FY10 to Rs124b, after a lull of nearly three years says Motilal Oswal in a note
Ramalingam K
(Founder & Director - Holistic Investment Planners (P) Limited)
(21077 Points)
Replied 12 May 2014
Holistic Investment Planners – Our Ideal Clients
At Holistic Investment Planners we realize that each of our clients is unique. We appreciate our clients and seek only the best matched individuals and families for our services. As a result we strive to develop a deeper relationship with our clients.
https://www.holisticinvestment.in/idealclient
Regards
Ramalingam K, MBA, CFP,
Director and Chief Financial Planner,
Holistic Investment Planners
“Best Performing Financial Advisor Award” Winners from CNBC TV18
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