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.
- Ruby Poddar
Bihar to Bengaluru Foodcourt
Hi, I am Ruby Poddar and I run a pure vegetarian restaurant and catering service, where we provide wholesome food, healthy snacks, and catering for events of all sizes. Recently, I took mutual fund investment services from Sheela Ma’am. She guided me with great clarity, explained everything in detail, and made the process very smooth. I truly appreciate her expertise and highly recommend her for any financial planning and investment needs.
- Dr. Nishant Shetty
IMEX CLINIC
I, Dr. Nishant Shetty, a perpetually frazzled dental practitioner with more drill-time than downtime, cannot help but pen this testimonial to the incredible Sheela ma'am, my Mutual Fund Advisor. She has miraculously managed to make finance comprehensible to me, a person whose investment strategy used to be stashing money under the dental chair. Sheela ma'am's expertise in the realm of mutual funds is as impressive as the flossing skills of my most diligent patients. With her uncanny ability to explain complex financial jargon in a language that even a nitrous oxide-addled dentist can understand, she has transformed my financial portfolio from a cavity-ridden mess to a sparkling set of pearly assets. Her knack for picking the right funds is akin to my talent for locating that elusive popcorn kernel stuck between molars – simply extraordinary! In the dental world, trust is everything, and Sheela ma'am has earned mine faster than it takes for a patient to utter the phrase, "But, doc, I hate needles!" Her patience, dedication, and unwavering belief in my financial goals have made her not just my advisor but also a dental legend in her own right. If you're seeking financial guidance with a side of humor (because let's face it, laughter is the best medicine), look no further than Sheela ma'am. I guarantee she'll have your investment portfolio as robust as a patient's bite after a successful root canal. She's a true gem in the world of finance, and I'm forever grateful to have her on my side.
- Jais Joy
Catasta Technologies LLP
I had the opportunity to meet Mrs.SheelaAlurkar during a BNI Bangalore meeting in December 2022. At that time, I was actively looking for smarter ways to invest my savings, as traditional bank deposits were offering returns below inflation rates. After a detailed and insightful consultation, Sheela took the time to deeply understand my financial situation - strengths, gaps, and long-term goals. Her advice was not just product-driven, but thoughtfully tailored. She: Structured my insurance portfolio - something I had long ignored. Created a financial plan for my children’s education. Balanced my portfolio with both short-term and long-term strategies. Provided ongoing portfolio monitoring and adjustments. Despite a volatile market, my portfolio has delivered an impressive ~15% return - a testament to her strategic approach and fearless, data-backed advisory. But more importantly, shortly after implementing her insurance recommendation, I encountered a serious heart condition. Thanks to the timely policy she guided me to, I was able to claim and save over ₹6.5 lakhs in hospitalization costs. That alone speaks volumes about the value she brings to the table. Sheela is not just a financial advisor - she is a compassionate, well-informed, and deeply committed professional. Her transparent and uncomplicated style of wealth management truly makes her stand out. I am immensely grateful for her support and guidance. I wholeheartedly recommend SheelaAlurkar to anyone looking for holistic, reliable, and impactful financial planning.
- Nalan Killi
DNS Constructions
During a tough time, Sheela Ma'am encouraged me to start investing with a small amount. Her deep knowledge and experience in mutual fund planning made all the differences. Today, I’ve developed the strong habit of saving and investing with her guidance. I wholeheartedly thank you Ma'am, for putting me on the right financial path.
- Dinesh R
Top Tiles & Sanitary World
I am Dinesh R, Proprietor of TOP TILES & SANITARY WORLD, With over 18 years of experience in this field, we have more than 15000 happy customer's, having more than 2000 verities of tiles & above 300 verities of Sanitary & Faucets TOP TILES is one of the best place to buy these products. With the USP of Showing the selected tiles in 3D before purchase & guiding the tile layers to get maximum output & guidance to avoid popping up of tiles from floor and laying tiles on top of tiles are some extra features of TOP TILES & SANITARY WORLD which is located between Marathalli& Whitefield road Near D-Mart Siddapura. In 2023 Sheela mam explained me about investments and the financial discipline, as i was not saving anything she guided me with Mutual fund and explained its benefit and I agreed to start with 20000 per month, being too busy with our product and services business we always invest in stock and end up with No savings just taking business to the heights. Today I am really happy 2 years have passed like a light and Money with mam is growing more than 5 lakhs now and always happy to hear from her about the status of our savings. I highly recommend Sheela mam guidance in bringing a financial freedom and discipline is fantabulous.
- Amit Ganguly
Blessed IT Solution Pvt. Ltd.
The difference between them and Sheela madam is, she looks at the holistic approach. She understands why her client wants to invest and strategies according to that. Not just that, she helps her client to withdraw the money, either as planned or even to support ad-hoc requirements. She recently helped my father as well in the same manner. I have never met anyone who can give holistic support to their clients. That’s why I highly recommend her.
- Prajakta Date
ProPilates
Despite a challenging market with a 16% decline, the structured product she recommended delivered an impressive CAGR of over 14%. Thanks to her insightful advice and deep understanding of market dynamics, we successfully achieved our financial goal. Thank you, Sheela Ma'am, for helping us invest wisely and confidently!
- Komal Kapoor
Design Cubes
I've had the privilege of working with Sheela Ma'am, and I'm deeply grateful for the experience. Her vast knowledge and tranquil nature, combined with her sincere dedication to empowering women to take charge of their financial futures, truly resonated with me. Her expert guidance has been really helpful for me, and I wholeheartedly recommend her to anyone seeking trusted advice on mutual funds and achieving financial independence."
- Bejoy Balagopal
FirstDrop Theatre LLP
Trusting anyone with your hard-earned money is very difficult. To ask your friends and family to also do so is even more difficult. Unless the person happens to be Sheela ma'am. I approached her to help not just me but also some members of my family, with our longer-term finance planning. She was amazing in the way she went about it, right from clearly asking us about our goals, use-cases, as well as out desired life style, potential risks, and upcoming important events in life. Considering all this, she not just prepared a detailed plan, she very clearly patiently explained the nuances of it. Her expertise, proactiveness, genuine concern, and wisdom makes it very reassuring to take her help. Highly recommended for anyone who wants to trust their earnings with someone who cares for it as much as they themselves do. Thank you Sheela ma'am.
- Piyush Agrawal
Virtuoso Partners
Meeting Sheela Ma’am has been one of the best decisions, and I have Piyush to thank for introducing me to her. Not only is she exceptionally knowledgeable and meticulous when it comes to financial planning, but she also has a way of making everything simple and approachable. She takes the time to explain every investment option in detail, ensuring I understand where my money is going and how it aligns with my financial goals. Beyond her expertise, Sheela Ma’am’s warm and compassionate nature makes her truly one of a kind. I never felt like just another client; she genuinely cares and treats you like family. I wholeheartedly recommend her as a financial advisor and a wonderful person to know. Swati Sharma GM - Design Aditya Birla Fashion and Retail
- Ami Sheth Doshi
Building Transformative Life
I'm grateful to have met Sheela Ma'am at BNI Whitefield, thanks to Ami ShethDoshi's invitation. Sheela Ma'am's expert guidance on financial management and investments has been invaluable, helping me grow my wealth significantly. Her support and expertise have made a huge impact on my financial journey. Thank you, Sheela Ma'am, for your rockstar guidance and mentorship! I wish you continued success and impact, inspiring many more lives like mine. By Sudha Damodharan
- Himanshu Sachan
Vistaar Event Solutions Pvt Ltd
I'm Himanshu from Vistaar Media into videography & photography. Help businesses to create short form video for there Organic reach and corporate videos . I was looking to invest in mutual funds for a short and long team so that I can manage my finances on my marriage and after my marriage too . SHEELA mam explained well how to manage the expense well and gave the right plan . Will recommend to all my friends who are getting married and choose the right plan .
- Kapil Ingale
Home Awaits
I referred Sheela Alurkar Madam to my Friend for his Mutual Fund Investments Here is my Friend's Feedback : "As a first-time investor, I was initially hesitant about navigating the complexities of mutual funds. However, SheelaAlurkar madam made the process remarkably straightforward and reassuring. She patiently explained every step, helping me understand my options and build a portfolio that suits my financial goals. I felt genuinely supported and informed throughout the experience. Their professionalism and dedication to my financial success have left a strong impression. I'm very pleased with my decision to work with Sheela madam and look forward to a successful investment journey with them." By Harish Bhosale
- Himani S kumar
MetaBrain Academy
We approached Sheela Maam for tax saving investment purpose. Her thorough approach and friendly personality made it very comfortable. She helped us plan for better future and helped us with the overall financial health assessment too. Thanks so much Sheela ma’am. Appreciate your guidance.
- Nidish Agrawal
ALP and Associates
I had interacted with SheelaJi from Abhivruddhi Financial consultancy on personal front for helping me in an investment plan which suits my need and Investment and financial goal desired. Sheelaji was very clear on the investment products and solutions she works for and it was an absolute joy working with her to see her skill set in explaining them with so ease. Being a CA myself, i was amazed to see her abundance knowledge of TAX implications she possess on financial products. I would definitely recommend SheelaJi from Abhivruddhi Financial consultancy to all my connections so that they can also be financially independent.
- Shruti Dasharathy
Saanvi Marketing
This is regard to my recent experience with Sheela mam. i was looking for a simple mutual fund portfolio which would be better than my existing savings. Incidentally I came across Sheela mam. I greatly appreciate her services for understanding my objectives and thereby planning a suitable mutual fund investment. I highly recommend Sheela mam to everyone who is looking to expand their portfolio with best advice and market knowledge.
- Promit Ray
Data Scientist
Working with Sheela mam has been an absolute delight. Her remarkable assistance and deep understanding of tailoring the services as per my requirements have truly stood out. She's notonly easy to collaborate with but also goes above and beyond. Her friendly nature, approachability, and extensive expertise in long-term wealth creation make her a standout professional. Posted by SheelNidhi, Axel Innovations
- Namrata Kumar
Kira Kira Brands LLP
I really appreciate the patience she has shown towards my family and I to take things slowly at my own pace. I'm truly looking forward to going ahead and working with Sheela ma'am for the education kitty for my daughter. By Dr. Komala
- Jayan Varghese
iNSTA Web Solutions
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.
- Shivkumar Prabhakaran
Practical Methods
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.
- Subranil Gangabasi
STEMLABS
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.
- Bejoy Balagopal
First Drop Theatre LLP
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
- Swati
I got some large amount in my account from one of the family members and I want to use it wisely which can give me some monthly return. By mid of December 2022, I came to know about Ms. Sheela Alurkar and she immediately contacted with me and understood my plan and the need. Within a week she got the investment done and from January 2023. This is a great relief for me and I want to sincerely thank Ms. Sheela Alurkar for her kind support.
- Dr. Nisthanth Shetty
IMEX CLINIC
Sheela ma'am is where knowledge meets expert advice, to provide mutual fund solutions on the path of financial freedom. She personally assists me to achieve my financial goals with a disciplined and systematic approach by investing in mutual funds. If you are like me, a financial illiterate then Sheela ma'am is the person you need to trust with your investments.
- Ashish Jain
GLOBAL WINGS TOURS INDIA PVT LTD
Testimony to sheela Madam mutual funds. I had the pleasure of working with Sheela Madam as mutual fund Advisor for myself requirement and I can say that she is one of the most Knowledgeable professionals in the industry. She has a deep understanding of the markets and can identify opportunities that led to good returns for the investors. She is also communicate and keeps her clients informed about their investments and keeps transparency in the whole transaction, I will recommend Sheela Madam as a mutual fund Advisor for anyone looking for a experienced Fund Manager to manage their investments. Thank you Sheela Madam
- Divya Singh
ART OF CURING
Testimonial for Sheela Mam I have never saved a single penny in my life. When i came to know about sheela mam, we did 121 and as a financial advisor she made me understand the importance of saving money. Which really helped me a lot. I would highly recommend sheela mam as a financial advisor.
- Nikhil Reddy
I can’t Thank You enough for the wonderful MUTUALFUNDS INVESTMENT journey that you have introduced to me. My talking to you made me make a huge life turning choice of getting a car as a gift for my 21st or investment in MF. I am glad I opted for the later, and hence enjoying seeing my money grow. Thank you so much
- Shiv
I have had the pleasure of working with Sheela Alurkar in her capacity as a mutual fund Advisor and I can confidently say that she is one of the most talented and dedicated professionals in the industry. She has a deep understanding of the markets and is able to identify undervalued opportunities that have led to strong returns for the investors. Sheela's risk management skills are also second to none and this has resulted in her being able to consistently deliver strong results for clients i have referred. She is also very communicative and always keeps her clients informed about their investments, which is a testament to her transparency and integrity. I have no hesitation in recommending Sheela Alurkar as a mutual fund Advisor for anyone looking for a skilled and experienced professional to manage their investments.
- Anuradha Krishnan
Insurance Advisor
Like-a fan of the legend she emulates, Sheelaji follows the dictum of being disciplined in all aspects of her work! So when she told me during the time of starting SIP that in any time of liquidation it would require 3 days I believed her and also got to see it in action recently! One phone call was all I did! The money hit my a/c on the fourth day! Knowing that I was unable to follow-up she made it a hassle free experience! I appreciate this the most as I know what it takes to get a claim settled and the key is in the follow-up! Thanks for the timely support Sheelaji!
- Priyanka Rajvanshi
The Function Junction
2021 began with a goal in mind that I want to take my finance in my hands and learn about all the jargons i keep hearing around and probably grow my money and make it work while i sit and relax. Thanks to Sheela Mam to help me begin on this journey, educate me about lot of details. Sheela mam understood about my financial goals and created my portfolio in mutual funds. Also encouraged me to start SIP. Within 6 months i can see around 36% returns, which itself is a assurance that i have put my money in safe hands. Thank you so much Sheela mam. Regards, Priyanka Rajvanshi Director The Function Junction
- Nishant Agrawal
Crystal Surfactants and Chemicals
Being a finance professional, I have always considered myself smart in taking care of my finances. However, after I did my 121 with Sheela Ma'am and discussed on my mutual fund portfolio, I realized that there is a difference between knowing the right thing and actually doing the right thing. With her vast experience and knowledge relating to an individual's risk appetite, stock market and financial products, she has guided me on which of the funds I should liquidate, which funds to continue to stay invested and wherein to diversify. Apart from guiding on mutual funds, Sheela Ma'am also helps in overall financial planning. I am very thankful to her and would surely recommend her for any help relating to mutual funds investing.
- Trishna S Nair
As a 19 year old, I've wanted to start my independent financial planning and wealth accumulation journey as early as possible. Mrs. Sheela Alurkar helped me take a big first step in this direction. The stock market, investing process etc. was so new and uncertain and I was very hesitant to start investing. However, Sheela ma'am made the whole process of mutual fund investing so easy. Not only did she help me and ensure the procedures were in order, but she also took time out to explain what investments I was making and the rationale behind it. Today I am invested in almost 10 funds that are making good returns all thanks to Sheela ma’am. After having understood the benefit of starting wealth accumulation early, I would definitely recommend Mrs. Sheela Alurkar to other students/youngsters in my age group to help them take their first big step towards financial independence
- Ajay Bansal
Printfield Digital Solutions
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Sheela Madam had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.” She has a very welcoming, friendly, professional and personable nature, who works with integrity to provide us with sound financial advice and guidance. Her's up to date expertise in the financial sector creates a trust that is rare to find. We highly recommend her and their services and look forward to many more years working with Sheela Madam
- Amit Ganguly
Blessed IT Solution Pvt. Ltd.
Sheela madam had helped me and one of my friends to suggest the right investment. We were looking for an investment that will have a very low risk along with a moderate return. We had contacted various bank people, but none of them could give the right solution. She patiently heard our needs, understood and then proposed the solution. She even took us along with her to set up each and every process. This truly shows her experience, expertise and competency in the area. A very big thanks to Sheela Madam.
- Prajakta Date
DFITMANTRA
We were thinking of setting some funds aside for our Son's education and FD was the only option we knew which was risk free but on a flip side, also low on returns. Prajakta introduced me to Mrs. Sheela Alurkar. I was very sceptical about Investing in Mutual funds as I have limited knowledge and there are many Mutual funds in the market. We had brief zoom meeting with her and she was very patient in hearing our needs. She got back to us with detailed plan which looked very promising. Thanks to her, our investment has grown very well. I am glad I now have better options than FD. I would happily recommend Mrs. Sheela Alurkar to my friends and family. Sachin Date Athena Health.
- Swarna Reddy
Golden Touch
Dear Sheela, Thank you for introducing me to the world of Mutual Funds. It was a field that I never gave much of a thought and had no one to explain and guide me through the process, now that I am associated with you, it’s like Plug and Play and proudly say I dabble in Mutual funds. Our journey has just began, nevertheless I will gladly recommend you to all my family and acquaintances as most Trustworthy Mutual Fund Investment advisor. Looking forward to making a fat retirement fund. Thank you so much.
- Anudeep Reddy,
SIMHAPURI CONSULTANCY
The best time to invest is now. I am very glad to have been associated with Sheela Mam. She has been very clear in explaining about the market and gave suggestions according to our requirement. She keeps in mind about the client requirements and suggests accordingly. Her in depth knowledge in the field is very visible.
