“I am an independent IT consultant working remotely in India for a fintech company in U.S. I wanted a financial plan for my family in 2012 and I engaged Valueraj for the same. As CFPs, they designed a very balanced & comprehensive financial plan and put it to implementation thereafter. Since then, Asset Allocation and Goals Based Investing are embedded into my MF Portfolio. They are very prompt in providing semi-annual reviews, implementing changes to the investment plan as per revised goals and maintaining the hygiene of my investments by keeping the details such as bank accounts, contact details, nominations up to date.”
– A client from Bengaluru