Suraj Atreya
Quantitative Trader | Fintech Investor | Developer | Ex - Citi
I am very fortunate to have found Bhaswati to help me manage my personal finance. She has in-depth knowledge of the of markets and Indian markets in particular. She has the distinct ability to listen keenly, thoroughly analyse the client requirements and recommend the right products. She is easily reachable over phone or email and I couldn't be more than happy to recommend to my friends.
Vinod Palakkil
Sales Director & Head (South,North & East) at PTC
I got in touch with Ms Bhaswati when my finances were totally haywire and like many of my friends had always put personal finances in the back burner. Lot of wrong and dead investments resulting in a chaos. It was 18 months ago when we did a financial planning to understand that all these years of good earning hasn't resulted in any good planning. Insurance was low both life and health. Today in a year and a half I'm writing a recommendation on the efforts from Ms Bhaswati where I have realized and ensured a crisp planning and advice which has been implemented and monitored strictly and have been able to come to a comfortable and easy path of achieving GOAL's for me and my family. She is strict with implementing the plan which has been deviced on our GOALs during the planning and would recommend all my contacts to get into such planning mode. It is important especially to tide on such difficult times.
Manicka Vinayagam
Senior Design Engineer at Macbro Technology India Pvt Ltd
Modesty with Experience and Knowledge is a personality trait that's seen in a few, She's one among them. I've started my financial planning with Bhaswati Mam a year ago, one of the good decision I've made. Financial Advisors don't have a magic wand to turn money into riches, but have the impact to make you think about money from an Investor perspective, the Impact of this statement will be felt when you work with her. Simply, She's the best in what she does.
Karthikeyan Kannan
Director at Visa
Bhaswati is a reliable and trustworthy financial advisor . She is very knowledgeable about finance. She is exceptional in her ability to Understand the market fluctuations and make the right decision on investments. She did a great job in planning my financial goals . As a financial advisor , Bhaswati earns my highest recommendation.
Prakash Govindan
Partner Excellence Program Lead at Mondelez International
I realized after my interaction with Bhaswati that she is THE advisor I should have met and discussed goals/financials 10 years back. Never too late to make such decisions in life. It has been an eye opener for all insights she brought out from day 1 of my financial planning discussions. I fell in love with the relevant insights she brought out in her detailed report, looking at my current portfolio and summary she provided is clear & transparent. She detailed out in her report a clear status of my current financial status and clear update on my goals (if they are achievable/realistic or unrealistic), and plans to achieve these goals. Also, she even went on to question some of my goals, which made me rethink on my goals/planning. One of the key concept she emphasized “all investments should be goal based”. Based on my experience with her professional guidance, I have been sharing my learning to my friends and colleagues & I strongly recommend her to everyone who is willing to look shaping their financial independence & a robust planning for their future.
Amit Bose
FMCG Leader(India,S.E Asia)
As I continue to work with Bhaswati, what gets abundantly clear is her hand-in-glove fit with her role of Financial Advisor and Wealth Manager. Her meticulous, methodical approach is a perfect overlay on her depth of knowledge, skill-set and obvious competence. At the center of her operating philosophy are two core principles, (a) incredibly high level of integrity with complete transparency, and (b) a focused client-centric approach built on an in-depth and robust understanding of the client's current status and future needs. She is empathetic, humane and sincere, and above all, she makes a client feel comfortable and secure in the way she conducts herself in the professional relationship. I have not had a Financial Advisor of her caliber and competence before, and would gladly & unhesitatingly recommend her services to anyone looking for this kind of service. We feel extremely secure, confident and happy with her managing our finances and future.
Ashok Dixit
General Manager at WCL
Hi Bhaswati...I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”
This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after.”
IN INDIA
Financial Calculators