I had a very good and quite a satisfying experience in my dealings with Mr Deepesh. I found Deepesh to Frank, Knowledgeable & assuring. The final plan drawn up by Mr Deepesh was quite detailed and realistic. I would definitely recommend services of www.personalfinanceplan.in to my friends and relatives.

I worked with personalfinanceplan.in to review and enhance my portfolio. The whole experience was very professional and at the same time personalized. Deepesh made sure that he understands all my financial circumstances that affect the planning. He also made sure that I am aware of all the information and possible alternatives before coming to the final plan. Whole process was very engaging and productive. I will continue to rely on personalfinanceplan.in for my future needs.

I worked with Deepesh for investing in mutual funds. Deepesh was very helpful throughout the engagement. As I am a first time investor, Deepesh ensured that I understand all the risks and benefits. He was easily approachable, flexible with timings and ensured transparency throughout the process. One of the best things about him is that he encouraged questions from me and also invited me to challenge his investment advice before finalizing the portfolio. All in all, it's been a great experience working with him. Thanks for all the help!

It was a great experience interacting with Deepesh. His guidance and suggestions on mutual funds and term insurance were very useful. The best part is he is quick to respond to the queries raised and explains everything really nicely. He made me analyze my financial goals and explained the choice of investment products in detail.

Deepesh has guided us in planning out and rationalizing our financial goals. His approach is very fact based and analytical. He doesn't flinch from giving honest opinion even though it may be radically different. So far we've had a great learning experience from him and hope to build a long-lasting association.

I am extremely glad that I chose Deepesh for my Retirement Planning recommendation. I am thoroughly impressed with Deepesh's knowledge of the Industry, Economy and Investment and Insurance Vehicles. He is a thorough professional and someone who takes great care to understand the customer's situation and needs very well. Hence, he is able to give very precise and tailored recommendations. He was able to give personalized attention and care and demonstrated lot of patience. I have experienced great value in utilizing his services.

My dealing with PersonalFinanceplan could not have been more fulfilling. Deepesh is knowledgeable customer focused professional who took time to understand my requirements, assessing the risk comfort level and recognizing the shortcomings. His distinctive approach in analyzing each aspect 360°, passionately discussing it, providing rationale based recommendations, ensuring transparency, coaching me on the process/ products and prompt response/support are key elements that brought a lot of value and quality in drawing and executing the final plan. The overall experience with PersonalFinanceplan has surpassed my expectations and I highly recommend it for its exceptional service and value offering.

I am very much satisfied with the service provided. What I liked the best was promptness in response over e-mail, chat or a phone call. As a first time investor, I needed lot of clarifications before I went ahead and made the investments. Deepesh provided the guidance and patiently answered all my queries. He understood my personalized goals and advised on how to go ahead in strategizing them. I am looking forward for long term relationship in achieving my financial goals. Please keep up the good work.

I’ve been very happy with Deepesh’s services. Deepesh has sound knowledge of the industry, how the investment vehicles and the people who run them operate. His advice and suggestions are solid, backed by prudent judgements and knowledge of the industry. He is always prompt with his response, either on phone or email. Deepesh is very professional in his approach and deliverables, but does it in a friendly and honest way and it was pretty easy to trust him. I would be happy to recommend his services to others.