What Our Clients Say

"When I first started working with Rajesh I was relatively new to the mutual fund investments. I was working with another financial advisor, and wanted to also work with Rajesh because of the references I received. Right from the very first call, I knew Rajesh is the advisor I wanted to work with - he tried to understand my lifestyle, and my financial goals before making an investment strategy. Meaning, whatever funds and asset classes he picked for me was based on what I wished to accomplish. Rajesh is very sharp, he is well informed of the latest news in the industry, knows the funds that he works with, resolves issues very fast, and very quick in his replies. Very happy to be working with him."

“Rajesh is an expert financial advisor and a thorough professional. His approach to understand customer’s need and defining an investment plan accordingly is unmatchable. I have hardly come across someone who is so diligent and detail oriented as Rajesh. His in-depth product knowledge and awareness on financial market is a big plus. His customer service attitude and delivering the service on time is an icing on the cake. It’s been an incredible experience working with Rajesh. I wish him all the success in building his business and becoming a number one player in this market.”

“I had been a novice to financial planning due to which I had financial distress and debts. Rajesh worked with me providing guidance which helped me in faster closure of all my debts with Bank. I am now a debt free person within a short span of time. I am now investing my money towards building wealth. I wish him all the best in his mission towards enlightening the financial lives of others.”

“Rajesh has been both a personal and professional advisor for me in the difficult terrain of financial planning and financial products. He has a in-depth knowledge of current and future economic events and is agile to recommend measures to avoid asset risk. He is available and very supportive in the logistics of executing the plan he makes together with you. Thanks Rajesh.”

“I have been working with Rajesh for past 3 – 4 years and I have had a very enriching experience. Rajesh is very thorough with his domain knowledge. His expertise in financial planning has always helped me buy the right products suitable for my overall financial goals and avoid financial blunders. The thing I really like about Rajesh is, he is always available to talk and his calm and composed attitude makes me feel comfortable talking to him. I also, enjoy reading his messages/e-mails on stock market/financial industry trends, which helps me stay up-to-date about trends in the Indian market. Overall, I would highly recommend Rajesh, as he is very passionate about financial planning and would always look for the best interest of his clients.”

Me and my husband visited Rajesh 4 years back regarding financial planning and investment goals for our future. We met Rajesh personally and he has guided us with the detailed financial analysis and provided us the investment plan.After meeting Rajesh, we got clear picture of how to plan financials and understood need for investment. Rajesh was always a go to person for any kind of financial related queries and he will explain each and every point in depth with a lot of patience. Term Insurance is one of the key thing which Rajesh helped us with all the pros and cons and we are very much happy for the same. Rajesh also keeps us up to date with messages/emails by providing financial news/trends. I would defnitely recommend Rajesh to everyone as he is very much passionate, helpful and approchable CFP who helps us to achieve our goals more effectively by helping us providing a plan for savings in a much more smarter way.

I got to know of Rajesh and his financial services from one of my relatives. From the start Rajesh was very professional and what I liked about him was that he was never pushy to get me into just something, his approach to first understand the requirements, needs and the simple effective tools he used help me understand my financial goals needs were awesome and an eye opener. I have been associated with Rajesh and his services for little above a year and I can say that his friendly approach and guidance has been great and I regret for not getting to know of his services earlier. However, the continuous support over phone, emails make it easy to reach out to him at any time. The total package right from his services and advises are awesome and would surely continue to recommend him since I am experiencing the great package personally. I wish Rajesh and his venture the very best and hope to have a good long-lasting business relationship with him.