"MyWealth Advisor" - Mutual Fund Agent - Distributor - Investment Services - Vadodara
5/5
★
based on 8 reviews
Contact "MyWealth Advisor" - Mutual Fund Agent / Distributor - Investment Services
| Address : | Besides Vidhyadham Apartment, 15, Jani Park Society, Narmada Nagar 1, Shivam Society, Manjalpur, Vadodara, Gujarat 390011, India |
| Phone : | 📞 +9999989 |
| Postal code : | 390011 |
| Website : | http://p.njw.bz/89549 |
| Categories : |
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Ratnesh Panwala on Google
★ ★ ★ ★ ★ Kunal is very professional & knowledgeable in financial investment. He is reachable for any financial guidance. Highly appreciated his service.
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Madhu UK on Google
★ ★ ★ ★ ★ Highly Recommended !!! He is the one who taught me how to invest smartly. Sound knowledge on the subject and ability explain personal finance in simple layman language is a key advantage from him.
Comprehensive financial planning with honest opinion makes him different from others.. Thanks for your support Kunal !
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Nikesh Jain on Google
★ ★ ★ ★ ★ Kunal Bhansali..... is one of the best financial advisor with sound product knowledge, excellent communication skills & very quick to reply any queries.
I remember 1st meeting with him I had some queries regarding wealth creation & future financial plan. He listen me carefully & advised me to invest in various mutual funds for longer period of time. He really helped me in setting up my future goals by investing in mutual funds & various other sources of income, really it was a very effective conversation with him.
Thank you very much for your cooperation.
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chaitrajeet d on Google
★ ★ ★ ★ ★ Advisor is having a good knowledge and is continuously updated with current trends of economy.
Guides you in right direction of your financial plans to make you feel safe & boost you to take calculated risks. Just give a call to them, each & every detail of your financial plans is taken care of.
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Ravin Purani on Google
★ ★ ★ ★ ★ MyWealth Advisor - Kunal Bhansali, provides an excellent service for our financial planning and investments of all kinds, with his specialisation in vaste domain of Mutual Funds of all sorts.
Before advising on any financial investment, he first understands the goal and future need of the money to be invested, along with individual's risk apatite and present financial state, and accordingly suggests the most suitable financial instrument or mutual fund.
He very well manages our financial portfolio, along with its frequent scrutiny and advises the appropriate changes as and when required.
He has been managing my financial portfolio since FY 2015-16, and I have been absolutely happy with the way he has helped me build my portfolio from scratch.
His long-term investment strategies are based upon his thorough analysis and financial knowledge, which helps in expanding our financial horizon in all directions gradually over years, thereby strengthening the overall portfolio from both - return perspective as well as risk perspective.
The most fascinating thing about his financial advising is, whenever he suggests/advises for any financial instrument or mutual fund, he first briefly explains about it very well (especially WHAT and WHY portion of it). Not only this, but also he is well-versed with all necessary information to adequately answer the relevant queries around it.
He keeps himself well updated with the happenings of the financial world, especially in Mutual Funds. That relieves us from keeping tracks of such updates by ourselves.
All in all, I truly believe he is the one whom we can trust 100%, with our whole financial portfolio!
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manoj ginoya on Google
★ ★ ★ ★ ★ MyWealth Advisor - Kunal Bhansali - He is one of the best financial advisors with very sound knowledge about financial subjects. Keep himself up to date and educated with the latest about the financial market. Very helpful, detail-oriented, and explains very well every small detail about your investment and account. He helped me to set up my future financial goals, attached them with my investment in various mutual funds. This really helps me to focus on how much should I invest in order to achieve my financial goals. I am really happy with his service, the way he explains and answers my questions related to investment, accounts, and financial goals. I really recommended him as your financial advisor if you are really seriously interested to invest in mutual funds.
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Sivaduth P S on Google
★ ★ ★ ★ ★ I was new to the world of mutual funds but my advisor Kunal educated me with the basic knowledge necessary for a successful investment. He has very good knowledge, highly responsive and always giving new updates on MF's. Its easy to communicate to him & to make tailor made goals he is the best. I would highly recommend him for anyone who wants to invest in MF/Stocks.
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devang mistry on Google
★ ★ ★ ★ ★ Very good presentation and Explaination about mutual finds. Before I meet kunal bhai I don't know anything about mutual . Then he explained all about mutual funds from very basic . I also recommended him to my friends . Thanks
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