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Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Vikram has helped me with right product with giving us correct information today i am getting good pension income from my savings through mutual funds. He has also explained the importance of wealth preserving mainly due to health people lose money to hospitals he has served me with health insurance for my family. I would highly recommend his services to anyone.
This is what financial advisors should do! Vikram has spent good amount of time with my finances and investments and done a comprehensive financial health check-up.Earlier i used to invest with ad-hoc way where my financial decisions are considered without taking a holistic view of the liquidity and personal needs.Vikram has created goals and aligned my investments properly and he does financial review once or twice in a year.I take his opinion before getting into any investments. I have no doubt in recommending Vikram to any of my friends or family.
“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach.Your professional, ethical and caring elicits my trust and respect and I gladly recommend your services whenever possible.”
