Mutual Funds ⚡️ Health Insurance ⚡️ Fixed Deposits ⚡️ Term Insurance ⚡️ NPS ⚡️ Tax-Saving ELSS ⚡️
Mutual Funds ⚡️ Health Insurance ⚡️ Fixed Deposits ⚡️ Term Insurance ⚡️ NPS ⚡️ Tax-Saving ELSS ⚡️
Mutual Funds ⚡️ Health Insurance ⚡️ Fixed Deposits ⚡️ Term Insurance ⚡️ NPS ⚡️ Tax-Saving ELSS ⚡️
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“I’ve been a client of AssetPlus for a little over 4 years now & my experience with them has been fantastic. My financial expert has been a wonderful guide, who’s always there to answer my queries, and who keeps me up to date on my portfolio with regular follow ups.”
Ian Fernandes
27, Software Developer, Mangalore
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“My financial expert was very helpful and patient and answered all my queries and things that I read over the internet. She is always available and made sure I was comfortable with the risk levels and helped me identify my short, medium and long term goals.”
Shivani Jain
47, Army Doctor, Indore
⭐️⭐️⭐️⭐️⭐️
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional financial expert. My financial expert at AssetPlus had this and more. Their dedication to clients, business excellence and education sets them apart.”
Pooja Wadkar
43, Housewife, Mumbai
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“As a very disciplined investor who makes regular lumpsums apart from monthly sips. I had two different goals – one to meet his short-term commitments and another long-term goal to purchase a house. With a little planning with my financial expert we were able to get a return of over 24%, also aided by the market rally. Thanks to their guidance and portfolio management process, I was able to build a corpus of 1+ crore.”
Regulagadda Kartik
31, Research scientist, Switzerland
“Initially, I used to manage my mutual fund portfolio on my own. However, I was hesitant to invest and did not have confidence regarding equities and mutual funds. After my first few conversations with my financial expert, we started to invest in a systematic manner and they gave me a portfolio customized for my needs and goals. With their guidance, I’m much more confident to invest and my portfolio grew 3x in the last 2 years.”
Sreyas Nair
39, Software developer, Singapore
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