Hi, I'm Amit

Trustworthy & Reliable

Amit is detail- oriented, trustworthy and reliable for sensitive area of finances. genuinely helps his clients for decision making with right advice.

Provided Me A Tailor-made Solution

What a refreshing difference to past experiences with other financial consultants, he did not try to squeeze me into a “one size fits all package” but provided a “Tailor Made Solution” based on my specific requirements together with some optional, good advice.

The choice of Amit as my Personal Wealth Adviser was a good one and I can recommend him with confidence to anyone who is concerned about preserving and growing their wealth.

Meets Me Regularly To Review My Plans

I have been Amit's client since 2012. He has helped my save for my daughter's college education and also protect my income. He meets me regularly to review the status of my plans as well as my financial situation.

I would have struggled to achieve that goal was it not for his planning and professional approach. If you are a caring parent who wants to secure your child's future, you should contact Amit asap.

He Provides The Best Advice

I have know Amit since 2008 and he has been very helpful and always approachable for any guidance. He is dedicated and committed to his business and has thorough knowledge of financial planning.

He understands individual needs and provides best advice to everyone for financial planning.

His Approach is Consultative

I approached Amit for education planning for my son. Amit is very knowledgeable on the subject of wealth planning and cared about my needs.

In our discussions, I found that Amit does not offer off-the-shelf products to his clients. Instead, his approach is consultative and his solutions are tailor made for their needs. He has an impeccable record of excellence in business.