Subodh Shenvi

“Parag has been my financial advisor for around 5 years now. Most financial advisors I dealt with before used to disappear once the investment is done. But not Parag. Parag not only patiently helped me in understanding the importance of investments, but also kept me regularly updated with the status of my investments and future opportunities. And now I can even get all my investment details with single mouse click at Many Thanks Parag”

Top qualities: Personable, Expert, High Integrity

November 20, 2011

Ajit A Shenvi

"Parag has very detailed knowledge on the subject and he keeps himself uptodate on the recent developments in the field. This allows him not only to provide good suggestions but also is able to personalize the same based on my needs. Thanks Parag"
Top Qualities: Personable, Expert, Good Value

November 14,2011

Dhrubajyoti Banerjee

"Parag has been my advisor for more than 7 years now. In fact he helped me create my portfolio from scratch. I have all my savings parked with Parag and have seen them lay the "golden eggs" throughout. Thanks Parag!" 
Top Qualities: Expert, Good Value, High Integrity

September 12,2011

Prachi Choudhury and Gautham Chundi

Parag has been helping me and my husband with our investments from the start of our careers. Not being market savvy, investing and managing finances seemed like a daunting task with so many options and "expert opinions" available. Parag not only initiated us into saving smartly and systematically, his timely advises and actions on our investments helps us lead a worry-free day to day life :-)

August 25,2011

Jayadeep Purushothaman

"Parag has been advising me on financial investments for more than 10 years which resulted in a very balanced portfolio in line with my risk taking abilities. He is easy to work with and doesn't push you into anything and doesn't push anyone's ideas on you - a true adviser! I would highly recommend Parag as a personal financial adviser if you are looking for help!"
Top Qualities: Personable, Good Value, High Integrity

August 25, 2011

Prabhakar K

“I 've been associated with Parag since 2002. I never used to understand the terms market fluctuation,right time to invest,equities etc., till I interacted with Parag. He comes up with detailed explanation of any investment plan and gives the risks/gains out of it. I would just call on to him and ask for a plan with any amount of money I intend to invest. The other aspect I appreciate about him is, its easy to keep in touch with him unlike other guys, as he is available over mail/skype immediately. I would definitely suggest Parag for anyone planning to invest.”

Top qualities: Personable, High Integrity, Creative

November 4, 2008

Mahesh Anjanappa

“In my experience with Parag, i found that he spends quality time understanding my requirements and my road map before advising me to invest in a particular fund. As a consequence it turns out to be a very customized service. He focuses more on good management of funds rather than short term adventures to make a quick buck. In addition, i have seen that he applies technology(internet for example) to make interactions with his clients convenient and efficient.”

Top qualities: Personable, Good Value, High Integrity

October 30, 2008

Udaya Kumar

“I've been associated with Parag since 2001, I find Parag to be very passionate and insightful in the matters that concern me and my plans. He is very involved and puts things in right place by using his experience and broad knowledge and doing things out of the box. It's been a pleasure to have known him personally and professionally, my financial growth is in safe hands - that's how I feel ever since I've met Parag. He is not a kind of person who would recommend something which will not suite my needs. To say, he is my personalized advisor whom I trust and will move forward with all along my plans. Finally, he a very good friend and a trust worthy person I'll always count on. I highly recommend Parag as a Financial Advisor who can make things happen and let ones dreams come true.”

Top qualities: On Time, High Integrity, Creative

October 22, 2008

Hareesha Prabhu

“I got to know Parag through a common friend. I was and to some extent am a novice in the personal finance management. Parag has been doing this for me with good care and interest since the first time I met him. Parag has good knowledge on the topic he deals with and always takes care of the portfolios with that personal touch which is difficult to come across now a days. Thanks Parag.”                                                                                                            

Top qualities: Personable, Expert, Good Value

October 11, 2009

Balamukundan Asirvatham

“I have Parag for many years now, as a trustworthy and highly professional service provider. I very much appreciate his persistence and clear long term planning. His commitment to support an individual is beyond par. He stays in touch and keeps me informed, even after I have relocated to The Netherlands. Thanks Parag !”

Top qualities: Great Results, Expert, High Integrity

May 19, 2009.