Know your client form for individual

KNOW YOUR CLIENT FORM FOR INDIVIDUAL 


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Siemens reported 41% growth in order-intake in FY10 to Rs124b, after a lull of nearly three years says Motilal Oswal in a note

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

www.holisticinvestment.in

 

(Follow us on)

https://www.facebook.com/holisticinvestmentplanners

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