"i" CLIENTS SPEAK
Feedback from our Investors
Working with Nirmal has been an absolute delight because of his real interest in the details of our personal situation, his responsiveness, and his ability to spot issues and make suggestions that have increased the robustness and resilience of our planning for the future. Dedication to a long-term relationship coupled with his professionalism has enabled us to plan and invest with more confidence.
I had the honor to meet Mr Bansal 12 years back and since then I am confident that my investments are being safely overseen by experts and consequently I feel my family’s financial well being is secure. iVentures has made sensible and pragmatic decisions on my investments that have yielded wonderful results. I will trust Mr Bansal with every penny I wish to save. His integrity and reliability is a rare commodity in his line of work.
I have been dealing with Krishna at iVentures for the last 3 years and I always find his judgment and wisdom on investment issues to be very sound and future proof. More importantly the view that he takes on personal finance is prudent and stands the test of time – a rare quality in the murky world of finance and investing. Krishna designed a plan for me with a goal to be debt free by 2022 and I can already visualize that.
I have experienced other wealth manager in the past, but I never witnessed such amazing experience. I have entrusted my entire present and future investment plans in her hands, knowing that she will ensure my portfolio is protected and will mature with healthy outcomes. In an exclusive session, she assessed my criteria and presented a financial plan that showed me the picture of my financial route. This gave me a clarity and confidence like never before.
Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. iVentures has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with them sooner.
Before I met iVentures team, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them, and I feel my investment is fairly diversified now. The quantitative and qualitative work that goes behind the assessment of mutual funds by iVentures is very structured. All I can say is their advice and offerings have been absolutely bang on each time a transaction has been made. This has included pension, short term investments, risk management and will creation.
My fund was sitting idle in current A/c. iVentures introduced me to liquid fund, a product that brings 52 opportunities in 52 weeks in a year. Following their advisory, I stared parking my weekend surplus in liquid funds. The benefits and ease of investing are amazing.I am so grateful that you helped me to make the most of my idle money.