Suresh has been advising me on my financial affairs since long time. I have already been burnt my fingers in stock market and then, Suresh had realized and brain stormed me about my investment plan. I then provided my all financial data and got my comprehensive financial plan. I not only got a financial plan at the end of the day but also a good learning in basic financial planning concepts – which really helped me understand my baseline and what I needed to do to improve from that position.

The one year action plan that was provided at the end was an excellent add-on as it gave a crystal clear roadmap on the immediate next steps. Overall the entire experience has been very fulfilling and I look forward to working with you towards implementing my financial plan over the next few decades.

Kulbhushan Jamwal

Dist. Kangra (HP)

I personally believe that proper financial planning is very important For a long time, I was not sure of how to go about financial planners, until I came across Suresh’s article. One day, I found his article in Dainik Bhaskar and I got very much impressed. This is the reason I decided to use his financial planning services, and I am very happy with my decision to do so. Suresh’s approach to analyzing my finances has been very systematic. It is also customized, as it needs to be, since every individual’s circumstances are slightly different. He has come up with some very sensible suggestions about the changes that I need to make. Even for the aspects of my finances that did not need any change; his analysis provided me with the conviction, and consequently the peace of mind, that I am on the right track. I would unequivocally recommend Suresh’s services to anyone who cares about his financial health. The very reasonable fee that Suresh charges for his services are well worth the results.

Suresh Kumar

Sirhoi (Rajasthan)

Articles

Tax Considerations When Investing in the Name of Spouse or Children

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