It has been a pleasure working with our advisor Mr. Kaustubh Deole.  My Wife and I have received sound advice with regard to Financial Planning, Retirement Planning, Mutual Funds Advice, Future Goals Finance Planning from him.

We meet with Kaustubh on a regular basis, he is very knowledgeable and always well prepared. We are very thankful for all the support that has been provided to us over the years.

Shardul, Thane

One day me and Mr. Kaustubh, were just talking on casual things. And he asked me how do you do your savings. I told him the normal savings like RD and FD, etc. I didn’t know how to do savings by investing into Mutual Funds. He taught me the basics of Mutual Funds. He didn’t just invest but taught how to invest it smartly.

Kiran, Dombivli