Rashi is one of those investment advisors, who would genuinely want your capital to appreciate as if it is her own. I am risk averse person. However, she showed me the long-term picture and guided me in such a way that I am thankful to her ♥️ today (as I feel financially secure).

I was introduced to Rashi when I had just started my career and I am glad I met her. She is a thorough professional with deep understanding and knowledge of her industry, caring and courteous. She will offer the guidance and advice you need to allow you to not only save taxes but also effectively manage your finances/ savings while imparting knowledge on finance jargon. Rashi does not wait for the client to contact her. She follows up, and makes sure that right financial decision is taken. Her advice is to start saving/ investing as soon as one starts earning to reap desired benefits and I completely second that.

I have known Rashi for two decades now and what drives me to write a recommendation for her is her true qualities as a professional. Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Personal Finance Expert. Rashi has this and more. Her dedication to clients and business excellence sets her apart and I would highly recommend her to anyone wanting to achieve better financial goals.

We met Rashi in 2012. We knew how to earn money and knew how to spend money but when it came to personal finances, we were clueless! After meeting Rashi, we took on her recommendations and here we are 8 years on, extremely pleased with the decision we made. Her efforts were not just towards building her clientele but also to drive motivation to save, the importance/benefits of which we realise today.

This is what personal finance experts should do! I have never had this kind of experience in the past with personal finance experts and this is the kind of service I have been looking for. It’s nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and my investments are in safe hands.” thanks for being there!

Rashi is one of those investment advisors, who would genuinely want your capital to appreciate as if it is her own. I am risk averse person. However, she showed me the long-term picture and guided me in such a way that I am thankful to her ♥️ today (as I feel financially secure).

I was introduced to Rashi when I had just started my career and I am glad I met her. She is a thorough professional with deep understanding and knowledge of her industry, caring and courteous. She will offer the guidance and advice you need to allow you to not only save taxes but also effectively manage your finances/ savings while imparting knowledge on finance jargon. Rashi does not wait for the client to contact her. She follows up, and makes sure that right financial decision is taken. Her advice is to start saving/ investing as soon as one starts earning to reap desired benefits and I completely second that.