“Ajit’s approach is refreshingly different from anyone I have spoken to previously. Everything is explained in clear, simple terminology. His knowledge of companies and products in the marketplace is impressive and so is his integrity without doubt.”

Devpriya Kanoria
Director, Aditya Mills Ltd.

“You and your office have always handled my matters very efficiently; be it my Mutual funds/Bonds Investments, Life Insurance, Medical Policies, Pension plans, Estate Planning, etc. I feel secure that we are in very safe hands.”

Sujal Shah
Leading Chartered Accountant and Expert in Business Valuations

“Priti has a fine balance of objectivity and sensitivity. She has an eye for details and gets into the client’s shoes to evaluate his/her view-point. Priti has all the qualities required of a proficient Life Insurance advisor.”

Tarun Chugh
Chief Distribution Officer, ICICI Prudential Life Insurance Co.Ltd.

“Presentation on Asset Planning & Investment made to our management staff by Ajit & Priti was crisp, excellent and easy-to-understand.
Personally speaking, it was really an eye opener & I realized how careless I have been in planning for my family’s future. Though I have been saving, I had not really set my goals and priorities right. Their talk gave clarity on how much I need to save regularly and periodically. Overall it was a very inspiring, rich and fulfilling experience. I thank them and wish them success in all their future endeavour.”

Patrick B. Pratap
Director Administration, Sushrut Hospital & Research Centre

“You both are most sincere and honest in your approach. You put the client first. You  have only the client’s interest and not your own. The service, the feedback and support we get from both of you is unmatchable, and this is why I have introduced you to my other family members for their financial planning needs.”

Gauri Nair
Director, Innet Pvt.Ltd. (BPO)

“Ajit has provided excellent guidance for my investments. I have full confidence in him. Priti doesn’t mind explaining things simply, time and time again! Good, clear insurance advice, without lots of jargon, accessible and above all, professional. Their system of follow up is remarkable.”

Dr.M.K.Raina
Consultant to Multinational/National Pharmaceutical & Ayurvedic
Prod.Manufacturers

“I have had an excellent experience working with Ajit and Priti for several years and am pleased with their work in management of personal and corporate financial planning. I have recommended their services to many friends and family in India.”

Dr.JAGADISHWAR SIRIGIRI
Founder, Bridge 12 Technologies, USA