Trustworthy & Reliable

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

The worst thing that happens to Amit's client's is they save more money

The worst thing that happens to Amit's clients is - they save more money than before they met him.

He takes you from "I don't know where my money goes each month", to "Wow, I started saving a lot of money every month”.

I have known Amit for a little over 7 years and am really confident of his knowledge, skills and expertise in this field. At the end of the day, you need someone who is just a call away and you can trust with your money.

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.

I Would Recommend Him Without Hesitation

I've got in touch with Amit several years back and have taken a number of insurances / policies through him.

Amit has in-depth knowledge of the market and knew exactly what I wanted and was looking for. I would recommend him without hesitation to anyone who's looking for valuable financial advice, whether it is about a savings plan, income protection or retirement planning.