Our Client Says About Us?

  • Rajendra S Joshi Director, VISHWAVIHAR HOLIDAYS PVT LTD.
    Covid-19 requires the advice of a qualified doctor as well as the qualified Wealth Manager for proper wealth management. THANK YOU so much for the right advice in difficult times which helped me in reducing financial burden.
  • Ravindra Nayse Vice President, Ambuja Cement Foundation
    Dear Yashwant The way we thought about financial investment it really worked out very well. Initially I was not sure how it would move as I have no experience of mutual funds investment and managing equity and debt funds, further no confidence in long term investment. My thoughts were limited to investment in real estate, but it is you who changed my thought process. I am much more comfortable in choosing funds for my investment portfolio. I appreciate the extra time you always give me to answer my questions. Let's hope to see a great return soon! Passion, knowledge and a genuine interest in achieving the best for clients is what makes you a truly professional Financial Adviser. My wishes to you for a good health and healthy financial portfolio for you and all your claintals. Regards Ravi Nayse Vice President Ambuja Cement Foundation
  • Girish S Marathe Director, Radhika Construction Co., Dombivli
    We know Mr. Yeshwant Shingwekar since 1995 as a person, however we got to know him as a financial advisor since 2010. We are into real estate development business since 1990, working as Radhika Construction Company & have developed more than 50 properties in Dombivli. I personally first started with Mr. Yeshwant Shingwekar as my personal financial advisor in year 2015. He channelized all my investments in positive manner & not only I understood all my investments, but also got very good returns from them. After seeing these positive results, we requested Mr. Shingwekar to advice for our reality business. Our financials for Reality business were in total mess & we always had trouble whenever big investments arise. Mr. Shingwekar arranged all our financials in proper manner. Whenever we received big payments, he advised us to save the same in liquid fund which did fetch us good interest in very short time, otherwise which we were losing. The best thing that happened to us is the management of cash flows which supremely eased our business pain point. We would highly recommend Mr. Yeshwant Shingwekar especially to realtors to make better use of their money & also to mange cash flows.
  • Kanad Gaikwad Student
    My family knows Mr. Yeshwant Shigvekar for more than a decade, He is one of the closest friends of my father and a constant support for the family. Moreover, He is a sincere, thoughtful and professional wealth planner. He has helped us to plan, protect and grow our wealth over a course of 3 years. I trust him for his insight, knowledge and passion to provide his clients with the best wealth management service possible. The advice that he has provided was always well-organised and straight to the point. There was no fluff and everything was transparent. Not only were his comparisons thorough and detailed, he uses clear strategies which always gives us very helpful suggestions on what we should and should not do. Such is my trust in him as a person and his professionalism that I have entrusted my entire present and future investment plans in his hands, knowing that he will ensure my portfolio is protected and will mature with healthy returns. Our family hit a rock-bottom due to sudden demise of my father in April 2019 and were in state of financial turbulence as he was the sole bread-earner in the family. Due to systematic investment advised by Yeshwant uncle, we could thrive through that period. Secondly, he understands our needs well and gives a comprehensive plan to fulfil those needs. Due to his expertise in the field, we have trusted him with our long-term needs and duly he has helped us to cover them. I would thank him for his services as a wealth consultant, for being a close friend of my father and being a constant source of guidance and support for the family.