Ask Amit

Ask your questions over a free 20-minute consultation call:

What you get in the free consultation call:
  • Clear and concise answers to your questions,
  • Brief explanation of how your financial goal/s can be achieved, and
  • Next steps, and process involved..
  • check
    All our discussions remain private and confidential per our professional ethics.

Please enter the information requested below, and I will contact you asap, for the 20-minute free consultation call.


What People Are Saying

profile-pic
profile-pic
profile-pic
profile-pic
profile-pic

Trustworthy & Reliable

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

Trupti Rele - Business Development Manager

Valuable Financial Advice

Amit has provided very valuable financial advice, He is good at understanding your unique needs and providing sound recommendations leveraging his deep experience and knowledge.

Yash Arya - Principal

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.

Milind Dande - Project Manager

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.

Anke Docherty - Head of HR & Administration

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.

Asawari Bapat - Director
>