FINANCIAL COACH

“Thank you guys, I just wanted to share a quick note and let you know that you guys are doing a really good job. I was impressed from your workshop and since then you continue to inspire with your proactiveness and personal touch. Glad to partner you in my journey to wealth creation. It’s really fascinating how you keep updating on regular basis on Life and Finance.”

“I used to spend hours on my portfolio with limited knowledge and dealing with various brokers who gave questionable advice. I was randomly investing in products based on hearsay without specific goals in mind.

Now it’s almost like having a turn-key partner right here with me who is just a call away to resolve all my financial queries.

Thanks, Ratni Distributors”

“I was always fearful of making the wrong investment decision. My father introduced me to you guys and we couldn’t ask for more. You’re scientific in your approach to wealth creation and we feel fortunate enough to have you as our knowledge partner.

Best wishes and all the success”

“I’ve been investing through insurance policies and underperforming mutual funds. I was in fact not able to track my investments. I got referred to your guys and since then I’m no more worried about my portfolio, cashflow etc. You guys took care of my portfolio while I was abroad for a professional course. You people worked as a catalyst in my wealth journey.

I feel you as one stop solution for all my financial needs! Keep up!”

“I’d never invested into mutual funds and never thought of goal based financial planning. My equity investments were on hold till maturity concept and never reviewed. I've been knowing you since last few years and you are doing a great job in educating people on Financial planning. I wish you achieve your dream of educating 1 Million individuals.

Blessing for your good work!”

“We truly consider you guys as part of our family and judicious in financial matters. We find comfort to discuss all personal financial issues with you openly. Both of us have complete faith on your intentions and trust on your competence. We wish everyone gets aided by people like you.

Blessing for both of us!”

“Life was difficult after the sudden demise of my husband during Covid. My brother introduced me to your services and since then I’ve been relatively comfortable with my finances. Your mobile application has made it easier to track monies and I’m able to concentrate on my child's education.

My heartfelt gratitude and blessings to you for all the support”

“I’ve spent my lifetime working in Finance and have always been a balanced investor. We’ve been knowing you for years and you helped us reduce our tax liability significantly from the post retirement income- which is a big boost. You’re learned people with constantly upgrading your knowledge base. We wish you all the success ahead in your vision to touch 1 million lives.”

“I’ve always been an aggressive investor but couldn’t take out time to review. You fellow brought discipline and proactive review mechanism to my portfolio. With your assistance, I was able to timely book profits & protect wealth. Your mobile application is an enormous help in arranging my portfolio and viewing on the go. Blessing for your good work!”

"Thanks a lot for streamlining my finances and creating a one tap Balance sheet access. Life is much simpler after your curation of retirement and life goals with live tracking."