What our clients say...

"Atul is a thorough professional in the field of financial planning. He is meticulous, up to date and expert in this field. He is the one introduced me to financial planning almost 10 years ago and is continuously guiding me towards planning and successfully achieving my financial goals thru investments both in India and Overseas." - Peeyush Shukla, Dubai (UAE)
Client Testimonials

"My wife and I met Atul in 2003. We knew how to earn money and knew how to spend money but when it came to financial planning we were novices. After meeting with Atul, we took on his recommendations and here we are 15 years on extremely pleased with the decision we made. We find him pleasant at all times and easy to work. He is always contactable, courteous and helpful and so easy to be recommended to others." - Alok Mishra, Yangon (Myanmar)

"We would like to express our thanks for the work Atulji has done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of Atulji's dealing with us. His continual advice on financial planning issues have saved us significant amounts of money." - Atul Kulkarni, Mumbai (India)

"This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers 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 if anything happened to me now, I know my family will be looked after." - Apurva Velani, Mumbai (India)

"He is the most balanced and forward-looking person I have come across, always has eyes on the goal, very meticulous, authentic and ethical. He is a team player and loves to take challenges & responsibilities, He has a very sound brain over his shoulders for business planning, strategical and technical approach for a focussed goal achievement. I wish him luck for all his future endeavours." - Rakesh Singh, New Delhi (India)

"There are several guys who still claim to be financial planner i.e. LIC Agents / Bankers / Broking Agents and even CA's but the actual financial planner should be one who is Certified Financial Planner and Atul stands out to be the one who is master on this subject. Would highly recommend Atul for his in-depth detail in Financial planning and presenting the actual requirement for case to case basis. Atul is a one stop shop for all financial issues." - Nirbhay Mishra, Mumbai (India)


+ Years of Experience


+ Clients Serviced


+ Countries with Client Presence


+ Millions INR Asset value advised