Testimonials

Testimonials

“I am working as a Software Consultant to a HRMS product company in Bengaluru. I wanted a financial plan for my family in 2017 and I engaged Valueraj for that service. As CFPs, they designed a comprehensive financial plan and put it to implementation thereafter. My transition from using savings products to investment products (such as mutual funds) and their benefits have occurred due to the services from the Valueraj team.”
– A client from Bengaluru

“I am working as Systems Architect in a global IT company in Singapore. As NRI, I wanted to invest in Indian Mutual Funds and create corpus for children’s marriage and our retirement life in India. Valueraj are guiding us since 2011 towards fulfilling these goals by creating a portfolio and managing it. I am sure they keep my portfolio always in compliance with everchanging regulations in India and that keeps me cool.”
– A client from Singapore

“I am working as Executive Consultant in a telecom company in Kuala Lumpur. I have been seeking solutions and services from Valueraj on my investments since 2010. I am glad to be part of their evolution of services from MF Portfolios to MF Solutions to Goals Based Investing. Thanks to them, I am confident of fulfilling my family goals and head towards retirement confidently.”
–A client from Malaysia

“I am an NRI and working as IT Consultant for United Nations in Geneva. I have been engaging Valueraj for my MF Investments in India since 2011. Their solutions and services have been very thorough and created good amount of wealth for me. Thanks to their timely service, I have been able to easily invest in the Indian market while simultaneously growing my financial portfolio.”
– A client from Switzerland

“I am a Chartered Accountant and working in a global MNC in Hyderabad. Having made some investments myself earlier, I sought the services of Valueraj in 2018 for better planning and structure of my investments. As CFPs, they aligned my investments towards Emergency Fund, Family Goals and Retirement Income. Now my MF investments are purposeful and on right track.”
– A client from Hyderabad

“I am working as an Accounts Officer in a state electricity transmission company in Shivamogga. I have been seeking solutions and services from Valueraj on my investments since 2011.  My savings have improved in the last 10 years, and my focused investments into MF solutions is helping me to meet my family goals.”
– A client from Shivamogga

“I am a Neurosurgeon working in a corporate hospital in Rajahmundry. As my wife is also a doctor, we needed help in managing our personal finances. We engaged Valueraj for our Financial Planning in 2014 and since then, they are managing our MF Portfolio. We are on track to meet our family goals and our own retirement. Thanks to them, I am just focused on my job, not on my investments!”
– A client from Rajahmundry

“I am a Chartered Accountant and have been working as Finance Manager in a company based in Muscat. Having lived and worked abroad for long time, I had to plan for my retirement life in India. In early 2021, a friend referred me to Valueraj and they promptly designed the Retirement Plan and implemented with an MF Portfolio. Now, I am on right track for my retirement!”
– A client from Oman

“I am a Skin Specialist working in a private medical college in Bengaluru. I closed my home loan and started my mutual fund investments through Valueraj in 2014. Valueraj’s services helped me to invest all my  savings in mutual funds and being confident of meeting my family goals."
– A client from Bengaluru

“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

“I am an entrepreneur providing professional home theatre solutions in Bengaluru. I have been seeking solutions and services from Valueraj on my investments since 2013. Comprehensive financial plan and MF solutions, and their implementation helped me to smoothly transition from an IT profession to an entrepreneur role. Their timely guidance helped me to reduce my dependency on real estate assets and move to financial assets.”
- A client from Bengaluru

“I am a Chartered Accountant and a practitioner in Bengaluru. I have been seeking solutions and services from Valueraj on my investments since 2011. Valueraj’s goal based financial planning solution is highly detailed and provides us a roadmap on meeting my family goals.”
– A client from Bengaluru

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