Clients Review
Professional Financial Planning & wealth advisory
Shri HC Malhotra
Retired as Marketing Director – Kribhco Ltd.
I have been dealing with my Portfolio Manager Saurabh Kathpalia for over a decade now. Just the fact that he has been my go to man for anything Finance or investments speaks volumes about his knowledge levels, the confidence and trust I have in him. His service delivery is exceptional. What sets him apart is that he has always kept my interests ahead of everything when giving any recommendation.
Major General Som Prakash Jhingon – Kirti Chakra
I was initially introduced to Saurabh by my Chartered Accountant who spoke very highly of him and his team regarding their Unbiased client first approach, their expertise in wealth management, their focus on research and excellent service delivery. After dealing with Saurabh and his team for more than 4 years now, I can vouch for their knowledge levels, sincerity, integrity & professionalism. I felt very comfortable recommending Saurabh to my extended family and colleagues and they too have the same opinion of him and his team like I have.