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What People Are Saying
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.
Trustworthy & Reliable
Amit is detail- oriented, trustworthy and reliable for sensitive area of finances. genuinely helps his clients for decision making with right advice.
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.
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.
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.