Being an NRI, residing outside India for more than 25 years, it has always been a challenge to handle my investments. Since 2005, Pranav and his team have been handling my financial portfolio & it has been a rewarding journey mainly due to the clarity of transactions and ethical practice which I have experienced. Best of luck to them for their future success…

Having started my first job in the year 2013 and being a young investor, I was completely unaware of the investment world. Pranav was able to guide and teach me the basics of personal finance and has always inculcated financial discipline as I went up the income ladder. Goal-based investing for long & short-term goals was discussed and a plan was created accordingly. More important than schemes, I will say his handholding and knowledge of behavioral finance has made me a more mature investor and stopped me from taking emotional decisions...

Being a retired person, I had major concerns about the safety of my investments and getting a regular income. They have been handling my investments which has helped me in addressing both the above concerns. A good mix of mutual funds and deposits has also helped in my tax planning. Their team of Vaibhav & Datta have offered services at doorstep, which is very important for senior citizens like me. I am thoroughly impressed with their services offered to Senior citizens and hence referred their name to my friends and family...

I was introduced to Samyak Finserve by my nephew back in 2006. Coming from an Arts background, I had never dwelled in Mutual Funds or Stock Markets at all. Thanks to team Samyak for introducing the SIP concept to me at an early stage, due to which a very good corpus was created by the time I retired in the year 2017. This corpus today has helped me to fulfill my retirement goals of foreign travels, gifting my grandchildren, other than my monthly expenses, etc. In a few words, he has the skill and professionalism of an expert, and the trust & comfort of a family member...

Samyak Finserve, with their financial proficiency, designed our portfolio considering our needs and we are thoroughly impressed by the outcome. Being in the Health care business, capital investments in infrastructure and equipments is required every 3-5 years. At my personal level, I was doing SIP for a long time, but the same concept has also helped in our business plans. We had no idea that SIP can be done by corporates and can be used to plan business development and expansion.

Samyak Finserve has been handling our business Insurance requirements for many years now like Fire, Marine, Motor and Group Health Insurance policies. Insurance is a very big cost to the company; however, it has been taken care of by Samyak Team by giving us cost-effective quotes with terms and conditions best suited to our company. Also, be it an initiation of process, regular follow-up, servicing of claims, they have been up to the mark.They were also very helpful during the pandemic situation when things were very tough..

I have been associated with Samyak Finserve for more than 10 years. I am very happy with Pranav's knowledge and the right application of his financial knowledge with right attitude. He does invoke right confidence and trust. With this holistic approach, experience and a good support team, I wish him all the best for his future journey...

Received FD. Thank you very much. You always stick to what is told, a rare phenomenon in the present world. I really appreciate this. May Krishna bless you. Thank you.