Best retirement planning advisors in Bangalore: find options near you

Inspire India Wealth Pvt Ltd has been truly impressive in guiding my investment journey. Their advice is straightforward, easy to understand, and has empowered me to make smart financial choices. The team is courteous, approachable, and consistently responsive to any concerns I’ve had. Their professionalism and sincere commitment to client success stand out. I strongly recommend their services to anyone looking to build their wealth with confidence.

I’ve had a great experience with Inspire India Wealth Pvt Ltd. Their investment advice is clear, practical, and really helped me make informed decisions. The staff are very supportive, polite, and always available to assist with any queries. I appreciate their professional approach and genuine interest in helping clients grow their wealth. Highly recommended!

Inspire India Wealth Pvt Ltd offers excellent financial advisory services. The team is knowledgeable, approachable, and provides clear guidance tailored to individual needs. Their sessions are informative and well-organized, helping clients make confident and informed investment decisions. A great place for anyone looking to plan their financial future wisely.

“Inspire India Wealth Pvt. Ltd. stands out for its expert team with deep industry experience, delivering well-analyzed and tailored strategies to meet the unique needs of each client. Their offerings span a broad spectrum of forward-thinking financial guidance, including personalized money management, investment portfolio structuring, in-depth family financial assessments, and advanced learning programs in equity trading and investment practices”.

Be very very careful with this people,I have invested 30k in inspire india property in 2012 but till today there is no update and not ready give my money back .
Visited their office plenty of times and requested to return my money.Every time telling dash and dash stories and pushing .

One Mr.Sharan Patil,MD of this firm will never be available for old investors and ready to meet new ones instead.

Looks like something wrong .

Working with Inspire India Wealth has transformed my approach to managing finances,insightful advice, transparent practices, and a team that genuinely cares about your goals. Highly recommended.

The place which motivates to invest,by promoting new ideas and encouragment.
Great place to get counselling on investments and Loved the way of elaboration of concepts you don’t understand.
So supportive

Had a really good experience with the team! They helped me choose the right life and health insurance plans that fit my needs perfectly. The whole process was super smooth and easy to complete.
They also explained mutual funds in a simple and clear way, and they offer customized investment plans based on what you’re looking for. Big thanks to Suresh, Mahendra, Basavaraj, and Rubini for all the help!
If you’re thinking about investing or getting insured, definitely give them a try.

I would like to extend my heartfelt appreciation to Vittamantra and its dedicated team, especially Mr Suresh, Mahendra and Rubini, for their invaluable guidance and constant technical support. Their professionalism, expertise, and collaborative spirit have played a crucial role in helping us navigate complex challenges with ease. It’s truly a pleasure to work with such a knowledgeable and supportive team. Thank you for being an essential part of our journey!

I have my investments done through VittaMantra. I am extremely happy and satisfied with there service, suggestions, depth of knowledge. There guidance helping me in planning my financial goals in safer and balanced way..They are very quick in planning, suggestions, timely updates, reviews.
There support is remarkable.
Thank you VittaMantra.

I had very good experience even with less knowledge of Mutual fund investment, I could do very easily with VittaMantra team. Thank you Team.

Vittmantra is a knowledgeable and trustworthy advisor who takes a personalized approach to investment planning. I highly recommend their services.

I have been with Vitta Mantra for 7Y, they provides an excellent service for investors seeking well-rounded financial growth. Their quick and informed responses make it easy to get advice or clarify concerns. They also excel at recommending suitable mutual funds tailored to individual financial goals and risk appetites, ensuring a personalized experience.

Additionally, their app is a standout feature—it offers detailed insights into fund growth, performance trends, and making it a reliable tool for tracking investments and making data-driven decisions.

Overall, this is a dependable and user-friendly option for managing mutual funds effectively.

I have started my investments through VittaMantra. I am extremely happy and satisfied with their services.

I had a great experience with Awesmart – Premium Financial services, especially with their support in setting up a Systematic Investment Plan (SIP). A special thanks to Harshitha for her excellent guidance and clarity throughout the process. She patiently explained the benefits of SIPs, helped me choose the right plan according to my goals, and ensured everything was done smoothly and on time.

Her professionalism and friendly approach made the entire experience stress-free. I now feel more confident about my financial planning. I highly recommend Awesmart Financial for anyone looking to invest wisely!

I had an amazing experience with Awesmart Premium Financial Services. Their team is knowledgeable, professional, and truly cares about their clients. They helped me for get home loan in less rate of interest Satish helped me a lot in all process . Highly recommend!

I’ve had a great experience with Awesmart – Premium Financial Services. Monika was incredibly helpful, professional, and knowledgeable. She took the time to understand my needs and guided me through everything with clarity and care. Highly recommend their services!

Awesmart helped me start investing wisely and made the whole process so easy to understand. Their team is professional, supportive, and genuinely cares about your finances. Highly recommended!

I had zero knowledge about investing when I approached Awesmart, but their team was patient, friendly, and incredibly helpful. They created a step-by-step investment plan tailored to my financial goals and explained each option clearly. I feel confident knowing my money is being managed professionally. Perfect service for first-time investors like me.

Excellent investment advisory. Awesmart’s team is knowledgeable, responsive, and always acts in my best financial interest. I’ve seen steady growth in my portfolio with balanced risk management.

I had wonderful experience with awesmart, the team is knowledgeable, supportive and kind. Satish helped me in getting loan for less rate in short time and I have to appreciate his dedication and patience for working even on leave days and over time to process the loan faster. keep your head high awesmart

I am very much satisfied with the service provided by ARA Financial Services. The team is professional, responsive, truly helpful, and informative. Highly recommended!

I would gladly recommend ARA Financial Services as they are very professional, exceptional communication with clients and tailoring to our needs.
– Shreedhar Sir is an excellent leader and has an amazing team who are damn good at their jobs and they are guiding me till date for more than 2.5 years.
– Rajani Ma’am is another valuable person I got to know within the team who takes care of my portfolios and guides me best at all times.
– This team brings trust to the relationship and are available 24/7 to make sure we’re taken care of.
– The weekly portfolio reports shared are useful and precise.

Excellent financial assistance from Mr. Shreedhar Bhat and his team. Highly recommended! Their investment management is based on data and is truly trustworthy. Decisions are explained clearly and never pushed on you. Most importantly, they plan investments based on your personal goals, comfort with risk, and a mutual understanding, which is the most appreciated aspect investing with Ara Financial Services.
Plus, there’s a dedicated app that gives you live updates on your investments, monthly reports, and easy access to download capital gain statements—all in one place, making it a truly hassle-free experience.

I have been an investor with Ara since late 2016 and my experience with them has been excellent. The team is professional, courteous and trustworthy. Each request is taken on priority and processed at the earliest on their side. I would highly recommend Ara to anyone looking for a good Financial Advisor. Kudos to Shreedhar Bhat Sir and his exceptional team.

I’ve recently started my investment journey with ARA Finserv, and I must say, the experience has been outstanding! From the very beginning, their team provided clear, concise, and personalized advice that made me feel confident in my decisions. They genuinely care about helping their clients grow their wealth and achieve their financial goals.

The platform is user-friendly, and their customer support is always available to assist with any queries. I especially appreciate the weekly updates on my portfolio, which keep me informed and reassured about the progress of my investments. ARA Finserv’s dedication to transparency and their commitment to customer satisfaction have really impressed me. I highly recommend them to anyone looking to start investing or seeking expert financial guidance. Keep up the great work, ARA Finserv!

I’ve had a great experience with Ara Financial Services as my mutual funds advisor. They are always available, knowledgeable, and maintain a level of transparency that builds trust. I highly recommend them to anyone seeking reliable financial advice.

Very lucky and honoured to be working with team ARA.

They certainly have made financial transactions, wealth management, and all other allied services so seamless. To top it – all of this dealt with in a very professional manner. Every single team member who we’ve come across is horrendously polite and sincere. A special mention to Ms. Rajani who is stellar, who takes being proactive a few notches higher. To the gentleman who does their running around collecting documents (don’t get his name) you’re certainly in safe hands. Keep up the great work.

Does speak volumes about the way it has been led. Kudos to you Mr. Bhat & team ARA – here’s wishing you the very best always and look forward to a long – very long association here.

Best wishes,
The Kulkarni’s

Basavaraj sir did an excellent job in assessing and classifying my portfolio. He helped me identify some less effective investment choices and guided me toward a clear, more effective path forward. His communication was always clear, precise, and easy to understand, making the entire process smooth and insightful.

Basavaraj sir was great to work with. Super helpful and easy to talk to. He explained everything in a way that actually made sense and really helped me feel more confident about my finances. Definitely recommend!

I had the pleasure of consulting with Basavaraj Sir, and I strongly recommend him to everyone looking for financial advise. As a fee-only financial advisor, he provided truly unbiased and transparent guidance that was tailored to my needs. His approach to goal-based investing brought a level of clarity to my finances that I had never experienced before. If you’re looking for someone who is not just knowledgeable but also ethical, transparent, and kind-hearted, I highly recommend Basavaraj Sir.

Working with Basavaraj has been a great experience. He is very professional and very patiently answered all our queries. The plan provided is also very clear and actionable. Would definitely recommend his services.

Basu sir has good knowledge in fund allocations and goal management. He is patient in his approach and he clarifies all questions in detail . Communication is also good.

As the name says “Fee Only Financial Planners”, Basu sir exceeds that expectation. He is a simple and humble person, ready to help. There is no hesitation in answers and he clearly explains all the doubts. Much appreciated for the very professional handling of the documents and meetings, they are very detailed and explains the risks involved in every corners of the goals and explains on how to look at the returns rather than expecting the investors to chase the returns. So far the engagement with him since a month is all good w.r.t planing, now its all about execution at my end. I have a ful confidence on how to go about it with his help.

I strongly recommend him for the financial planning. He brings clarity to you and i am sure you will not regret consulting him.

It has been wonderful working with Basu on the whole investment journey. The process and communication were seamless and he addressed all queries along the way. Thank you for what you bring to the greater community!

We have been consulting FinAtoZ for 3-4 years, and we are have always relied on their trustworthy advice that has helped us develop a structured financial plan for our goals. Shruthi has been great with any questions or doubts we had throughout our journey and guided us with apt products Have recommended their services, to other friends & family and would continue to do so.

I’ve had a great experience working with FinA2Z. They do an excellent job managing my investments, offering clear, tailored advice aligned with my goals. The team is professional, responsive, and communicates regularly, which gives me confidence in their approach. I appreciate their transparency and strategic thinking, and I’d gladly recommend them to anyone looking for reliable financial guidance. Special shoutout to Varsha and team for making it easier for me!

I’ve had a great experience with FinAtoZ. Their team takes the time to understand my goals and concerns before giving any advice. Their approach has given me real peace of mind about my investments and financial planning. Highly recommend them if you’re looking for honest, personalised guidance.

I have been associated with Finatoz since 2017, the time when they were still new. I was 30 when I seriously began my investment journey. Many a times I have thought that it was the best decision to get professional advice.
From the very beginning they have been professional in their approach towards investments. They tailor the SIP based on one’s risk appetite, goals and retirement planning. There are periodic portfolio reviews and they are always reachable for any queries.
In all these years, all of my personal advisors have been very knowledgeable and good. I have been associated with Anshuman for the last three years and he helped a great deal in consolidating my portfolio. He is very approachable and clears all my doubts. I have been referring my friends to Finatoz and highly recommend them.

I was introduced to FinAtoZ through a friend 1.5h years ago. They are very systematic in their approach- tailoring my financial plan that is well researched, goal-based and according to my risk profile. I have had a wonderful experience interacting with my financial advisor, Anshuman Meher. He not only brings the expertise but also a sense of clarity and a structured process — nothing is rushed, and every step explained in a way that is easy to understand. Regular reviews and updates ensure my investments stay aligned with my goals and any changing circumstances.
The user-friendly tracking tool enables seamless tracking of the investments. Their diligent and responsive operations team (Srividya) has ensured a smooth experience along the way.
I would strongly recommend FinAtoZ to anyone who is busy, unfamiliar with the financial markets, or simply looking for a trustworthy expert with a systematic approach.

Its been almost 1 year with Finatoz team , the members of finance team are very knowledgeable professionals.
Especially Chandrashekar gives regular updates regarding market trends, portfolio performance, and conducts portfolio review and makes necessary adjustments to meet the financial goal.

I have not been so attentive to personal finance. Things changed when I started using the services of FinAtoZ for last few years. I would like to thank them for their valuable services.

Few things that they bring to table are
– comprehensive offerings, that can cater to different risk profiles and to different stages of personal finance journey
– transparency
– coordinated team work to give a seamless experience across offerings
– prompt service (actually they chase you)
– practical advice based on risk profiles and life goals
– non-invasive approach. They are not of trying to sell (hate that) for their benefits
Services of Shruthi, one of their Senior Financial Advisors, have been prompt, reassuring with the relevant technical knowledge, pleasant respectful approach and courtesy, and timely follow-ups to get the best for the clients.

I have to say, as someone who was financially illiterate, Peak Alpha’s work culture entails a lot of painstaking education of clients such as me. They have been ever so patient, explaining pros and cons of every decision they think I ought to take. Total honesty, and total ownership. Ironically, it feels just as warm and fuzzy as that aunt or uncle of yours you might have bought a policy from, just that your Peak Alpha touch point personnel is a thorough-bred professional. From explaining how macro-economics affects finances, to pointing out how my daily decisions help my retirement – they’ve given me time like one would to their dear ones. Suffice to say, you and your money are in safe hands with Peak Alpha, because they give you concern that money can’t buy. In no time I have a comfortable cushion. Decisions are quick, redemptions are quick, and all of it is well thought through and well advised, unlike the knee-jerk decisions I took earlier. After a while, you’ll see the numbers talk. Don’t wait to have money to go in for this, they’ll get you to where you have money.

PeakAlpha is built on a foundation of trust and ethics. The team demonstrates a high level of integrity in serving the clients, helping to streamline personal finances and grow portfolios to achieve life’s most cherished dreams hassle-free.

I’d highly recommend their services to anyone who wants to experience financial freedom and grow their money alongside world’s fastest growing economy.

We’ve been with PeakAlpha for over 20 years—right from their early days, even before our two children were born. Today, one of them is an adult, and our financial journey has grown alongside our family. Throughout, we’ve valued PeakAlpha’s consistent diligence, ethical approach, and strong processes. Most of all, we’ve built a relationship of deep trust and comfort with their team of advisors. It’s been a truly reassuring partnership.

Here’s a wealth management firm that truly lives up to the brief. Priya and Shyam, and their able team at Peak Alpha are my go-to for financial advice. Their depth of knowledge, understanding of each client’s needs, and sheer customer focus are rare and admirable. A big shout out to PA..

I had never dreamt that I would be financially content in my life but I am today, thanks to PeakAlpha’s recommendations. We sold our business and migrated to Australia in 2018 and haven’t looked back. That my son and daughter-in-law followed me in becoming PeakAlpha’s clients is testimony to the fact that we as a family are very happy with how our money has grown under their guidance. I must add that the team at PeakAlpha is very polite, prompt and organized. Quarterly follow-ups are done like clockwork. Reports are sent immediately, investments are monitored and there’s the personal attention of a kind that makes me feel like they are invested in my welfare. Zarine Kharas

My experience with PeakAlpha has been extremely disappointing and unprofessional.

In 2021, PeakAlpha advised me to port my long-standing medical insurance from HDFC Ergo (which I had since 2015) to Niva Bupa. While handling this, they committed a serious blunder , instead of porting my policy from its actual start year of 2015, they incorrectly recorded the inception year as 2020. This mistake alone had major implications for my coverage and history.

To make matters worse, PeakAlpha submitted my medical declaration form to Niva Bupa entirely on their own , without consulting me, without verifying details, and without obtaining my consent on my previous medical history. This is not just careless, it’s highly unethical.

When I raised these concerns, Sujeet (my point of contact) conveniently shifted blame onto me and Niva Bupa instead of taking responsibility for PeakAlpha’s clear errors. From that point onward, he completely disappeared , no responses to calls or emails, no acknowledgment of the issues.

Even after I decided to discontinue my association, I kept receiving unnecessary calendar invites (most cancelled last-minute) despite requesting clarity on whether further meetings were needed. My time was repeatedly wasted, and my concerns were ignored.

When I escalated the matter by marking Priya Sunder in my email, she too did not engage, not even once. This silence from leadership shows a complete lack of accountability.

PeakAlpha’s handling of my case from the insurance mishandling to the communication breakdown ,was unprofessional, unethical, and careless. My trust in them has been completely eroded. In my experience, they are a bunch of unprofessionals who vanish when faced with genuine client issues. I would strongly advise anyone considering their services to think twice.

I use PeakAlpha for my financial planning, investments and insurance needs.

Kalaivani helps me with all the insurance needs and she is super helpful. The insurance, Niva Bupa that they suggested was super helpful in times of need. Also Kalai helps me with annual renewals, claims, reimbursements, etc. And she is super helpful and get things done.

Overall i highly recommend Peak Alpha for your investments and insurance needs.

One of the best financial advisors in Bangalore, I recommend Finvest India for complete financial planning and for mutual funds. All products at best prices are available under one roof and they are knowledgeable and educate their clients in all financial terms
Finvest India is also an insurance provider and provides best insurance policies in Bangalore. Thank you for being a wonderful part of our journey.

Family Investment Advisor in Bangalore: For me what is unique about Finvest India is that it is perhaps one of the few financial services firm who cover the entire gamut of activities required for a family’s financial good health. It is not mere investments in Mutual Funds but comprehensive planning for the future based on personal requirements that are focused upon. Their forte is that they deal with each client at an individual level, rather than as one amongst many. My family has personally benefited through Finvest India’s consistent care and advice given to us over the years in Mutual Funds, Life Insurance and Health Insurance. It has been a balancing of euphoria during good times and patience in down turns. Above all, their integrity in intent and execution has been unquestionable. I have recommended Finvest India to my colleagues and friends

Best Life Insurance and Health Insurance Advisor in Bangalore:
I was introduced to Prashanth Jogimutt by a very dear friend of mine, who had recommended them highly. What I love about Finvest India is that they made me feel very comfortable and secure, almost a familial feeling but with professionalism. The service is personalized to suit my changing circumstances and I appreciate them for explaining things to me in English and not jargon. I would heartily recommend them to anybody who want to invest to achieve their financial goals and their curated Mutual Funds, Bonds, Deposits and right guidance in Life Insurance and Health Insurance is commendable. I would also recommend Finvest India to others

Finvest India’s mutual fund investment planner is a great tool for investors of all levels. It provides detailed analysis of different mutual funds and their performance, helping you to make informed decisions. The user interface is intuitive, and the customer support is top-notch. Highly recommended!
They provide the best SIP in Bangalore. They also provide the best competitive rates in Life Insurance, health insurance and car insurance in Bangalore.

Finvest India is a financial planning planner helping people plan their future financial goals. It offers a wide range of services and products to help people manage their finances and invest in the right places. The platform is easy to use and provides a comprehensive overview of a person’s financial situation. It offers personalized advice and guidance to help people make smart decisions about their finances. The team at Finvest India is knowledgeable and experienced in financial planning and can help people create a plan that meets their needs and goals.

Overall, Finvest India is an excellent financial planning, life insurance, health insurance and car insurance services that can help people create a secure financial future. It provides a comprehensive overview of a person’s finances and provides personalized advice and guidance to help them make smart decisions. The platform is easy to use and the team is knowledgeable and experienced in financial planning. I highly recommend Finvest India for anyone looking for a reliable and effective financial planning services.

I recently had the pleasure of working with Finvest India for my financial planning needs. Their team of experienced professionals provided me with a comprehensive plan that was tailored to my specific financial goals. They took the time to explain every detail of the plan and answer all of my questions. They also provided me with a portfolio of investments that were tailored to my risk tolerance and financial goals. I was extremely impressed with the level of professionalism and knowledge that the team provided. Finvest India is an excellent choice for anyone looking for financial planning services. They are highly recommended and I give them a 5-star rating.

Finvest India has been instrumental in crafting a comprehensive financial plan tailored to my needs. Their expertise extends beyond mere investments to include crucial aspects like insurance and mutual funds. With their guidance, I’ve secured the right health insurance coverage, life insurance and diversified my portfolio through well-researched mutual fund investments. Thanks to Finvest India, I feel confident about my financial future.

I found the services exceeding my expectations. Over the years I have used many wealth managers, but my money says is one of the most prudent and punctual wealth management services. I have used their advice. What exactly Tailor to my needs and was also well planned in time. I can sleep better, knowing my funds are secure, and my future is in safe hands. I would highly recommend their services for NRI were planning to retire back in India And would like to consolidate portfolio Into a well managed fundwhich will serve for their retirement.

I signed up with myMoneySage in 2019 and it has been a very prosperous relationship thus far.
KishorKumar Balpalli and his team, particular Yash Maru, have been guiding me in my investment journey.
As wealth managers, they have helped grow my investment portfolio in a way that I never thought possible.
Their understanding of the market and their ability to make smart money decisions has been very impressive.
I would highly recommend myMoneySage and wish them all the best.

We have been using moneysage for more than 4 years and we are really happy with their service and their expertise. They monitor and optimize portfolio very effectively and ensure that we get the best returns.
I would really recommend people to use their expertise and achieve their financial goals.

I have been associated with mymoneysage for almost 4 years now. They provide good advice on investments and also have timely portfolio reviews. Overall very good service and happy to continue association with them!

have been using MyMoneySage since 2021, and I don’t regret my decision, perhaps one of the best decisions made by me, they give me, honest non-sugar coated advice promptly, the wealth managers at Mymoneysage are good listeners they understand your concerns and explain the pros and cons in each scenario lucidly that eliminates all doubts. I would highly recommend their services to any and all.

Working with MyMoneySage has been one of the best financial decisions I’ve made. Their team of advisors offers not only top-notch financial planning but also a level of personalized service that is truly rare.

From our initial consultation, they took a deep dive into understanding my financial goals, current assets, and risk profile. What stood out immediately was their thoughtful and well-structured approach to investment strategy. Rather than offering one-size-fits-all solutions, they built a diversified portfolio tailored specifically to my long-term objectives and evolving financial landscape.

Their investment recommendations are research-backed, clearly explained, and aligned with my comfort level. They also keep me informed about market trends and make timely adjustments to the strategy when needed, which gives me confidence that my money is always working efficiently.

Beyond investments, MyMoneySage has guided me through comprehensive financial planning—including budgeting, insurance, tax optimization, and retirement planning. Their holistic and technology-driven approach makes it easy to track progress and stay engaged with my financial journey.

Thanks to their expertise and proactive support, I feel more empowered and secure in my financial future. I highly recommend MyMoneySage to anyone looking for a reliable partner in building and protecting wealth through smart, customized investment strategies.

I’ve been investing with MyMoneySage for the past 2.5 years, and my experience has been nothing short of fantastic. The team, led by Kishore, is incredibly knowledgeable and supportive. Aarti, Tanmayi, and Prekshita have been exceptional in providing guidance and answering all my queries. What I truly appreciate is that their recommendations for various investment instruments are always backed by solid market research, which gives me confidence in my investment decisions. I highly recommend MyMoneySage to anyone looking for a professional and reliable investment platform!

I was Dilshad’s earliest client, naturally Dilzer’s too, from 2003-4. I have found Dilshad very focused, researched and futuristic when it comes to advice; and importantly that time she was commanding, you got this money never told me ok sending you forms (that time hard copies) put this much in to so and so ……

My parent’s health scares, surgeries, education abroad and even initial business investments were due to that forceful investment advices.

Recommended blindly for everyone from beginner to self proclaimed pro to rely on her and team for support.

All the best Dilshad personally, stay blessed

I have been associated with Dilzer for more than 15 years. Dilshad and her team have grown over these years and alongwith it their expertise. The team is so prompt, considerate, financially sharp and provides excellent services! I am very happy with Dilzer and highly recommend them.

Dilzer Consultants is professionally managed. They take financial decisions based on your risk appetite. The team is friendly and responsive. Very knowledgeable as well. My investments are growing and safe with them. They are totally worth it. Thank you to Mrs Dilshad and team!

I highly recommend Dilzer consultants for financial consulting. I have been associated with Dilzer as a client for last 7 years. The team is very professional, the research desk publishes good newsletters and articles on financial education, the financial planner is knowledgeable and execution team is very prompt to take action. I am happy with the financial goal outcome that we have achieved in the 7 years journey. I will keep the association going to meet my future financial goals.

Been a client for a while (19 years!) now. Obviously, happy about the experience. I want to point out a few things : Investment control remains with you, but you get sound advice on investment changes based on changing market realities. Goal based approach instills a stability in investment. Lot of paperwork is handled/facilitated. Their annual review statement is comprehensive. Online portfolio tracker helps and I get a lot of critical support needed at the time of IT returns filing!! Return on investment is realistically high, no bravado, good diversification, loyalty to schemes that have high potential of good returns (and not to a investment house). There have been downsides in few investments, but I have been able to discuss those and most often got proactive advice on change (along with admission about bad call). Overall a happy client. I want to specifically convey my thanks to Saraswathi – our relationship support at Dilzer.

Was introduced to Dilshad by a friend a couple of years ago and allowing them to handle my investments was the best decision I made. The team is very friendly and professional and a trust factor is built instantly. They advise basis your risk appetite and ensure there is diversification to mitigate risk as well. I’m grateful for their expertise and guidance. Look no further if you need help with financial planning and investment management. Special thanks to Dilshad, Ganga and Mala for all their help.

Poor service are provided. CEO is to aggressive and rude behavior, And they charge Hugh amount of fees and services will be not worth it! One of the worst financial panners in bangalore