YASH JOSHI, CFP - Investment & Insurance Coach - Vadodara
4.9/5
★
based on 8 reviews
Contact YASH JOSHI, CFP - Investment & Insurance Coach
| Address : | 316/317 Pancham Icon, Vasna Rd, next to D Mart, Vadodara, Gujarat 390007, India |
| Phone : | 📞 +98 |
| Postal code : | 390007 |
| Website : | http://www.myadvisor.co.in/ |
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Arjun Bhatt on Google
★ ★ ★ ★ ★ Had a great experience with financial services & trade securities.. Gives proper guidance for wealth creation and security of our earnings... Best for recommendation to all the investor who are doing investment in debt securities, mutual funds.
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Ninad Bhatt on Google
★ ★ ★ ★ ★ Financial planning is of utmost importance nowadays, as you earn money but if you are not investing in correct manner your financial growth will be jeopardized. Hence it is necessary to take guidance of a CERTIFIED FINANCIAL PLANNER, which is still uncommon to find. I know Mr. Yash for last 3 years. He is so genuine and reliable in giving suggestions and proficient enough in financial planning. And of course a person with an excellent communication skill. Keep it up Mr. Yash and do build up our portfolio as always you do.??
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Vishal Patil on Google
★ ★ ★ ★ ★ Mr. Joshi is very helpful and always available. He knows his stuff and always gives Frank advice. He never pushes for upsell or cross sell and only focuses on clients need, which is a rare quality in a financial advisor :)
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Bhautik Siddhapura on Google
★ ★ ★ ★ ★ Mr. Yash Joshi is a very talented, honest and straight forward person with complete clarity of the segment he is into. My experience working with him was very professional and he helped me choose right insurance plan for my vehicle. After interacting with him, I felt investment and insurance is all about trust of the person and knowledge of the market (current & future). And he has both. Keep doing great work!
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Nirav3752 on Google
★ ★ ★ ★ ★ My experience with Yash has been very good! He possesses good knowledge of investments and more importantly keeps sharing the knowledge that he has gained over the years. Always updated with the current market scenarios and one can reach out to him on call at any time for guidance regarding investment and retirement planning. Keep it up!
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Swaty Shah on Google
★ ★ ★ ★ ★ I had an awesome experience with Yash regarding issuance of Covid policies. He is very prompt, knowledgeable and provides the best advice after understanding the client's needs. You can have a peace of mind while working with Yash since he has a thorough expertise in all areas of financial planning and is very honest in guiding you through.
Highly recommend him for all your financial planning needs.
Keep up the good work!
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Vishal Mahant Photography on Google
★ ★ ★ ★ ★ In last many years, I have opted insurance service from many financial advisors but the experience was not good enough. Recently I met Yash for my car insurance and financial advice. My experience with Yash has been wonderful. He has good knowledge of investments and more importantly keeps sharing the knowledge that he has gained over the years. I have found his is one of the most honest financial advisor. Highly recommended for his services.
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Arvind Krisshnan on Google
★ ★ ★ ★ ★ Yash is a great guy, very hands on and client centric. The best part is his recommendations are tried and tested i.e. he has skin in the game, he also invests in the same investments and when he is sure only then he recommends. He is a good financial planner with breadth of knowledge and he keeps you in track of your financial goals.
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