I have trusted Mahendra Kamath with my retirement investments over the past few years. I have felt the confidence of dealing with a mature and seasoned professional and person who understood my investment objectives and guided me gently in the right direction. am happy to have him as a guide and friend.

Neeta and I have been seeking guidance and advice from Mahendra and Nisha for our investments since last several years. Thanks to them, and their excellent services, as we are approaching our seventies, we feel secure. We wish them all the very best for the future.

We have been associated with Mahendra and Nisha for more than a decade. Mahendra is so much more than just a financial planner for us….he is a great friend. His approach is really unique. First he finds out what we want and then makes suggestions. He never forces us to go for anything that we are not comfortable with. We will be definitely continuing our association in the future for many years to come.

I know Mahendra since 2005 first as a CA, then insurance & Mutual fund adviser, he was with me in Tie, Rotary, BNI and VMA. A gentleman to the core, intelligent, knowledgeable, well networked, humble, and Grounded, all-round Personality, does lot of community services, acts in plays, a fantastic anchor, and a motivation speaker, Always on time for the meeting, I Do not know how he finds time? understands money well and teach and give Reliable advice in a Layman language, a solution to all problem, I always go by his suggestions. Advice – have him in your ICE List.

Its’s not just business but a sheer pleasure dealing with Mahendra and his team… They bring to the table not only their professionalism and deep knowledge, but also something which is priceless and that is “trust”. When you know your consultant is putting ÿou”before his own commercial considerations, you know that you cannot be in better hands.

Mahendra is a qualified Financial Advisor who combines his knowledge with the power of service. This ever smiling person practices everything that he preaches to his customers and brings a lot of integrity, value and trust on the table. He has been managing my finance portfolio since last decade and beyond doubt my portfolio has grown multifold after his Midas touch on the same. He is not only a great teacher in his subject of specialisation but also a great student when it comes to learning from others. As a Business Development Coach I have personally mentored him since last 7 years and I find that he is an eager learner. He is made of steel when it comes to implementation.