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)
"We have had a good experience with Amigos Finserv in our financial planning. They have
consultative approach and provide unbiased advise for all our personal financial planning
queries.I will highly recommend everyone to try out Amigos Finserv services." - Prabodh
Deolekar, Mumbai (India)
"Overall experience is good. Mr. Atul Mishra is approachable and extends help beyond the
contract." - Amit Raut, Mumbai (India)
"You explain everything is detail. Your email responses are also elaborate . You understand our
requirements patiently & suggest appropriate investment advice." - Ruchi Lele, Mumbai
(India)
"Through this financial advisory I got so much help in achieving my short terms goals and I
definitely I hope it will be more helpful for upcoming long term goals. Fully transparent and
worth investing under Amigo Finserv. ." - Abhishek Raut, Mumbai (India)
"I would recommend Amigos Finserv to anyone who is looking for a professional, transparent and
trustworthy financial advisor. I did not have any clear idea about systematic financial planning
and was quite hesitant about the whole process. Amigos Finserv spent considerable time to
explain all the aspects of financial planning in detail and clarified all my doubts. Over the
last two and half years, they have given me some sound advice and we have developed a good
working relationship. I am quite satisfied with their way of working." - Bhavna Daftari,
Mumbai (India)
"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)
"Mr Atul Mishra is quite a genuine guy; he explains everything in very precise and simple way so
that a layman can also understand plus with my personal experience in these 3 years he has
always been there for me as a good friend a mentor and guide me in my financial path to achieve
my goal in proper and appropriate way" - Kevin Mascarenhas, Mumbai (India)
"Amigos Finserv is really a very professional and ethics driven company. It always keeps the
Investor's interest first and does the portfolio management suitable to meet that objective. I
am availing their services from last more than 5 years and have no hesitation in saying that
they have exceeded my expectations during all these years with their advises and services." -
Alok Mishra, Doha (Qatar)
"We are extremely thankful for the way Amigos Team has handled our financial matters till date.
We highly appreciate the transparency maintained throughout the process. Particularly reassuring
to us is the absolute integrity of the team which has created a trusting relationship. I also
appreciate the agility and clarity in response to our queries and requests. Overall an excellent
relationship helping taking care of all our financial needs in a very systematic way. Thank You
Atul and to your team." - Gaurav Chaturvedi, Goa (India)
"Personalized service to customers and always reachable" - Raghvendra Singh, Abu Dhabi
(UAE)
"Presently the service what I receive is highly satisfactory" - Rajendra Jagtap, Ahmadi
(Kuwait)
"Good constructive online meeting with all the information presented in a straight forward easy
to understand manner. Would recommend these people without hesitation. No unnecessary contact
and what there was, was kept short and to the point. Vast knowledge about financial plans policy
and regulations in India. Very high quality of service In a systematic manner.And also provides
a customer portal for your easy reference of their portfolio." - Manu M, Al Wakrah
(Qatar)