"We couldn't be happier with Jay (Shwealth) as our financial advisor. From the outset, he demonstrated a commitment to understanding our unique financial goals, spending significant time to grasp our needs. His approach is not only highly practical but also incredibly detailed, resulting in a financial plan that was thorough and perfectly tailored for us. We highly recommend him to anyone seeking a financial advisor who prioritizes understanding your individual needs and delivers a truly detailed and actionable plan."
- Bhavishya Garg, Design Manager at Google - Bangalore
“I wanted to take a moment to express my sincere appreciation for your help in developing my financial plan. Your comprehensive approach, which included a thorough review of my assets, goals, and insurance needs, provided me with a clear roadmap for my financial future.I especially valued your clear and concise explanations when discussing insurance and investment options. You took the time to ensure I understood the reasoning behind your recommendations, which gave me confidence in the plan.I highly recommend your services to anyone seeking professional and trustworthy financial advice.”
- Sathayaram Sannasi, IT Consultant, UAE
“In terms of planning all I had was a health insurance plan and a ULIP. I wanted to buy a term life policy and Jay Sheth nicely explained me with calculations as to the amount of life insurance I would need along with policy period. Jay also gave me a few good tips to plan and save taxes. I was shocked to know the amount of money I would require for retirement, and was more surprised that I could actually reach there with careful planning.”
- Rizwan Menon – Branch Manager
“I thank Mr. Jay for educating me on the selection of Mutual Funds according to my requirements. He asked me to fill out datasheets which were detailed but easy to fill. Later, we had a discussion based on the information given by me. Discussion with him was an enjoyable experience.After the discussion, he sent me a detailed chart containing lists of mutual funds to retain and to be switched. There was an interactive discussion again with marginal changes.Thanks to his support, I can invest directly without a distributor (broker) which will save lakhs of rupees in commissions"
- Ramchandra Sankapal, Retired Private Sector Employee
"I have been a beginner in investing, as I started investing of late in an unstructured way. I contacted Jay to get a proper financial plan for myself and get my existing investments reviewed, especially in light of my upcoming financial goals and being in a mid-career stage. As a planner, Jay did a detailed analysis to understand my income, expenses, assets, insurance requirements, retirement corpus and on-going investments. He also considered my short and long term goals given my financial and job background. During our calls, my doubts were cleared and queries were answered patiently. I am happy to receive a comprehensive financial report with data-based recommendations customized for my situation while focusing on adequate provisions for contingencies, plan to organize my existing investments, strategy for home buying and tips on tax-efficient strategies. Now I'm more confident and at financial peace of mind as I know how to deal with different situations when they come. I enjoyed working with Jay. I found him to be approachable, knowledgeable and prompt in responding to queries. I recommend his services
for financial planning ."
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- Suraj Paul, ISRO - Bangalore
"My investments were all over the place due to investments being done in an ad-hoc manner. Thanks to Jay, I have a plan to consolidate my investments and a more clear vision of how to achieve my targets. Jay is a thorough professional and what I liked the most was there was no pressure of buying any product or emphasis toward investing in any particular scheme. During the course of the engagement it became clearer to me what unbiased advise is."
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- H Yagnik, Vice President – JP Morgan
"I had no investing experience and thanks to the affordable financial planning offered by Shwealth, I started financial planning. Jay Sheth did multiple sessions with my wife and me and educated us on insurance, mutual funds and stock markets. We are very happy with the attention, education and financial plan we got. ”
- Sagar Langhe, Sales Manager
“The mutual fund portfolio review done by Jay was an eye opener for me. He clearly showed me the cost of going through an agent. He also showed me how to tie in my investments with specific goals. The attention and time he gave was refreshing."
- Sumit Raghani, High Court Lawyer
“Jay assisted me in transitioning my investments from MF agent to direct schemes. Apart from the saving in commissions I am more confident about where my investments are being made and how I will reach a corpus to be financially independent."
- Meghana Shah, Primary teacher at IB School in Mumbai