What our clients say...



"Atul is very diligent and thorough in his approach to investing. He more than exceeded my expectation as regards my investment strategy and objectives were concerned. He not only helped me with the Mutual Fund selection but also advised me on an array of additional topics pertaining to changes in the Financial and investment policies. He also time and again highlighted the impact of the changes to the policies as applicable to me. I value his advices and I have greatly benefited from them. He has been a true friend and introduced me to another CA friend of his who has been very helpful in filing of returns and tax related advices. It has been a major difference from the earlier experience I had with other larger investment advisories who were not proactive and were only interested in their own gains and not that of the customer. I have and would continue to recommend the services of Atul to my friends and relatives." - Narayan T – Senior Banker, London (U.K.)


"We would like to express our thanks for the work Atulji has done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of Atulji's dealing with us. His continual advice on financial planning issues have saved us significant amounts of money." - Atul Kulkarni, Mumbai (India)


"Atul is a thorough professional in the field of financial planning. He is meticulous, up to date and expert in this field. He is the one introduced me to financial planning almost 10 years ago and is continuously guiding me towards planning and successfully achieving my financial goals thru investments both in India and Overseas." - Peeyush Shukla, Dubai (UAE)


"I have switched over to Amigos Finserv from April 2018. I had been using my previous financial advisor for five years; unfortunately, my customer relationship manager quit job resulting in a steep fall in service quality. Atul was referred by a friend who has been using his advice for quite some time now and is able to generate good returns on his investment portfolio. Atul suggested a few radical changes to my investments (one being investing in direct schemes instead of regular scheme, resulting in additional returns). The other positive aspect is the fact that I will be dealing directly with Atul and so there will be no disruption/downgrade in service as I had with the past consultant. As for the performance of the portfolio, it is too early to comment; but I am hopeful of better returns under Atul’s guidance. " - V. Anantharaman – Financial Controller, Sydney (Australia)


"This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It's nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after." - Apurva Velani, Mumbai (India)


"My wife and I met Atul in 2003. We knew how to earn money and knew how to spend money but when it came to financial planning we were novices. After meeting with Atul, we took on his recommendations and here we are 15 years on extremely pleased with the decision we made. We find him pleasant at all times and easy to work. He is always contactable, courteous and helpful and so easy to be recommended to others." - Alok Mishra, Yangon (Myanmar)

15

+ Years of Experience

250

+ Clients Serviced

7

+ Countries with Client Presence

350

+ Millions INR Asset value advised