Client Testimonials

Clients love us because we provide a personalised advice, listen carefully one’s goals and time horizon, understand risk appetite of our clients and arrive right Asset Allocation, choose right product which will create wealth and security to our client as well as for their families.

Jayan Varghese

If any of you want someone to patiently unravel the complexities of your personal finances and put you back on track, look no further, we have an inhouse expert in Sheela Maam. She has an exceptionally sound understanding of the latest happenings in the financial industry and what it has to offer. She is therefore able to break it down and explain the nuances in a way that takes away all the complexity. While she represents a popular Mutual Fund institution, I found that she was far more interested in helping me with my best options rather than selling her services to me. Thank you Sheela Maam for your time over the last few weeks. I am glad I reached out to you.

Mr. Jayan Varghese

Chief Instigator @ iNSTA Web Solutions


I have been investing in mutual funds for many years now and have got decent returns. However focused approach, identifying good funds, exiting funds at the right time has been an issue. 3 years ago, I had invested in few funds and didn't really look into it.. It was performing average and I didn't worry too much as it was thru reputed bank... But early last year (much before Covid ) I saw that the value was in negative. I realised I should have paid more attention to their approach and demanded corrective measures. Was introduced to Sheela ma'am in the chapter and understanding her experience, I decided to invest some funds under her care. She reviewed my investments, suggested Changes, exited few and helped restructure it. Last month we booked profit of 20%! I have now started an SIP with her for my daughter.. And am confident she would guide her well. I will strongly recommend her to people who I know are looking at investing into a mutual funds for long term growth and profits. 

Mr. Shivkumar Prabhakaran

MD - Practical Methods


I had interacted with lot of investment advisors in the past but did not get what I look for in investment advisor until I met Sheela ji. Her comprehensive consulting approach really puts us at ease and confident about outsourcing our investment plan to her. Her knowledge in the subject makes significant difference in making investment decision. She does not stop here rather helped answers all the doubts about the mutual fund investment. When it comes to investment through mutual fund, I would always recommend Sheela ji. Looking forward to long term association. 

Subranil Gangabasi,


Bejoy Balagopal

I had reached out to Sheela ma’am, to help me with my mutual fund investments. As a person who has not had a great experience on this front before and hence has been wary of mutual fund ‘advisors’, I was hoping that the interaction would be one that gives me confidence to go ahead. That was exactly what Sheela ma’am did. Right from the initial conversation, she put me at a lot of ease with the way she explained things. Not once did I get the feeling of someone selling me something. I genuinely felt that it was more like a helping hand guiding me with a lot of clarity, transparency, honesty and most importantly, concern. The ease of this conversation helped me have detailed discussions about her on my financial goals and plans, and she helped me derive a strategy. Post that, she was extremely efficient in the whole process of getting me on board the platform and getting the ball rolling. The experience has been wonderful, and I would strongly recommend her, for mutual fund investment advice, as much for her knowledge as her lovely and reassuring demeanour

Bejoy Balagopal 

Co-Founder, First Drop Theatre LLP

Abhivruddhi Financial Consultancy

 Abhivruddhi Financial Consultancy