Saket Drona, Vice President, MNC Insurance Company, Pune
Very meticulous & well planned. I'm sure it will help me learn a lot about Financial Planning. Thanks a ton!
Harish Jindal, Senior Trader, Global Securities Firm, Gurgaon
I am extremely satisfied with the services provided by Venkat. I admire the depth of his knowledge of the financial markets (I can say so since I myself a MBA in finance from IIM). He is highly committed towards his work and easily approachable. An honest individual with calm and positive attitude, there is only very little that one could have wished more.
Suresh Iyer, Executive Director, Global Investment Bank, Mumbai
Management of personal finances and wealth is a very time-consuming activity. It is near impossible for professionals like me to devote adequate time and resources to it, in spite of being a Finance student and having a good understanding of finance and investment avenues.
I approached Venkat to devise a personal financial plan for me, with the intention of validating some of my investment decisions of the past. Venkat and Meera devised a well thought out and comprehensive financial plan for me which has now become my action plan to meet my future goals. It was very meticulous and took into account important considerations which I had never thought about. A periodic review of the plan with Acuwealth ensures that any course corrections needed are implemented in time. The fact that all of this has been done remotely speaks volumes for their competence as well as willingness to go that extra mile to fit my schedule to theirs.
I wish Venkat and Meera all the very best!'
S. Anand, Senior Manager, Global BPO of an Auto Major, Chennai
Acuwealth Advisors did a in-depth review of my finance and followed up with detailed discussion to explain the plan. It was timely and useful to have wealth check and understand where I stand and where I have to go. The action tracker created by Acuwealth Advisor is very handy and serves as my guiding post. Acuwealth is really an investor friendly advisor. Good work and ALL THE VERY BEST!!!!
Satish SV, Senior Project Manager, IT Major, Chennai
Acuwealth Advisors understood my financial data in detail and came out with critical insights that I never thought about till date. Their financial plan designed specifically for me has given me a great direction in a complex financial maze and I am truly excited to implement the plan.
Srinivas A, IT MNC, London
I have been using the services of Acuwealth for nearly a year now, and found the complete cycle of services starting from Advice on the right kind of portfolio, to execution a very positive experience. The ability to match the risk profile of the investor keeping the time horizons in mind is a key capability of the financial advisor. My portfolio is doing well and has performed better than the benchmarks. I would highly recommend Acuwealth's services and in particular Mr Venkateswaran's advice.
Suresh Murthy, Sr. Banking Manager, Global Bank, Singapore
I'm happy with the financial planning process and the overall growth of the portfolio. Starting the portfolio from the scratch and that too with a pessimistic attitude towards markets, it has been tremendous year with an excellent performance. Thanks to Venkat, who has been very intuitive in building up my portfolio with such diverse combination of funds and at the same time, within the range of my risk appetite.
V. Subramanian, Consulting Professional, Global Consulting Firm, Chennai
Through comprehensive coverage of instruments (savings, insurance & investments), and robust tools of planning Venkat helped create an optimum portfolio that I am confident, will help me fund all the critical milestones and contingencies in my life.
C. Nallakuttalam, Senior Project Engineer, US Oil & Gas Major, Oman
The Financial Planning engagement I had with Acuwealth Advisors was a great eye-opener for me. Their holistic approach, knowledge and experience of various financial products give me the confidence that I am guided by the most competent set of people.
The engagement made me think on various new aspects of my financial life. I would confidently recommend Acuwealth Advisors."
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