Proficient Financial Planners - Thane
5/5
★
based on 8 reviews
Contact Proficient Financial Planners
| Address : | 3B-37 Highland Corporate Centre, Samata Nagar, Inside High Street Mall, Kapurbawdi, Thane West, Thane, Maharashtra 400607, India |
| Phone : | 📞 +99887 |
| Postal code : | 400607 |
| Website : | https://proficientplanners.in/ |
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Paul Noronha on Google
★ ★ ★ ★ ★ Very happy with the personalised attention and proactive approach of Steven and his team. He’s helped maximise our returns with his timely suggestions on wealth creation.
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Dolphy Dsouza on Google
★ ★ ★ ★ ★ The session on 5 mistakes in Investing was insightful. Not being disciplined on financial matters , it showed an easy and achievable road map on investing . The presentation was not technical. Steven explained in a simple language with clarity how to avoid those mistakes. I have attended other sessions by Steven and each of them has added to my knowledge. Steven and Proficient Financial Planners is also my Financial Advisor. I would most willingly recommend him. Professional, Prompt and Pleasant are the hallmark of his services and at a reasonable package. Thank you Steven.
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Anandh G on Google
★ ★ ★ ★ ★ I have started my investment journey late and i could not have a better person than Steven to guide me on this journey.
His clear and concise explanations had helped me to start the journey of investment. Thanks Steven and Proficient team for your support.
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Firdous Shaikh on Google
★ ★ ★ ★ ★ We are happy with the services provided by Steven and his team. They are prompt in handling the requests and make sure we understand what we are getting into. We were making many investment mistakes earlier, and now after Stevens guidance we feel that we are on the right direction.
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Lester Fernandes on Google
★ ★ ★ ★ ★ Steven has been very proactive in providing invaluable information and advice related to financial planning and well-being. He brings his customized insights to your specific situation and helps you derive the maximum benefits irrespective of where you start from.
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Elton Aranha on Google
★ ★ ★ ★ ★ Steven has a vast knowledge on Financial Planning and it was evident as he took 6 sessions titled FINANCE GOD'S WAY. His concepts and information is crystal clear and his delivery as well which helps the layman to understand finance and use finance for his advantage. Thank you Steven once again and wishes you loads of success in the future.
ELTON ARANHA
EVENT PLANNER &WELLNESS COACH
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S Goswami on Google
★ ★ ★ ★ ★ Steven, Kishan, and his team’s advice on financial planning has been on point and has helped us to plan our finances very well. Their meticulous planning, in-depth knowledge of products and financial aspects is praiseworthy and trustworthy. Best part being the calm and positive demeanour of both Steven and Kishan. The team guides you so well, explains things in easy words that it’s always a learning. We recommend Steven’s Proficient Financial Planning team to one and all who’s looking forward to give a direction to their finances.
Thank you Steven and Kishan, and team.
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Y.V. Gopalakrishna on Google
★ ★ ★ ★ ★ My long association, more than a decade, with Steven and his team under PFP is always productive. His solutions are simple but effective and unbiased without any motive of profit other than his reasonable consulting fee. Though careful and diligent with finances but I always went to him to have his expert opinion and finer calibration to reach end goal. Highly recommend PFP to all those looking for financial plan and portfolio management.
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