Krish Finvest Services has helped me organise my finances really well since the day I sought their help. They helped me understand what goal-based planning is. We listed my short-term goals and long-term goals and targeted meeting them one by one based on priority. Relying on their wealth of knowledge I could invest in the right mutual funds from tax saving perspective as well as from a return perspective. Also, they are flexible and took personal interest in our investments as my life priorities shifted, due to which I had to readjust my goals. I and my husband really want to thank Krish Finvest Services for the infinite patience and pains to help me understand various calculations and other details which I had failed to grasp initially.

I have been dealing with Krish Finvest Services for more than 4 years and would like to record my appreciation for Krish Finvest Services involvement in my Personal Financial affairs, akin to a family member. They are advisors of repute and handle matters scrupulously and transparently. They are very through in understanding client motives and suggest an appropriate mix of mutual fund schemes, considering Cash Inflows, Current requirements and Long-Term goals – ensuring adequate returns. It would not be incorrect to state that my understanding of Stock Market forces have seen an upswing because of the association. I wish Pankaj Krishnan and Krish Finvest Services all the very best with their endeavours in this field.

We are really glad to have Krish Finvest Services handling our financial investment/insurance requirements. We have been associated professionally for over 3 years now and they are doing a great job. Krish Finvest Services is goal-oriented, efficient, and designed to be highly effective. They have been able to share good market intelligence and are very professional in the approach of designing effective solutions to match customer needs. We recommend Krish Finvest Services for their service and availability.

Krish Finvest Services offers tailored financial solutions to meet the unique needs and requirements of its clients considering various factors such as age, income, risk tolerance, and investment objectives to create a personalized financial plan. Krish Finvest Services is friendly and easily approachable. Since I have been a client, I truly appreciate the timely and sincere services and feedback at any point in time. They have been 24/7 available to answer any queries or concerns that I have had during my association with them. I have been getting timely reminders for Insurance policy renewal in addition to other financial information. If you are looking for knowledgeable and experienced financial Services, Krish Finvest Services deserves consideration. Pankaj Krishnan is the founder consultant of Krish Finvest Services, a renowned financial planning and investment advisory firm, based in Mumbai, India and I have been in touch with him for my needs.

Pankaj Krishnan has great knowledge of the Insurance Industry, and is a professional and very supportive person. Insurance Industry is still at a nascent stage. During all my interactions he shared the latest products available in Industry and how these can be relevant for myself and family. Pankaj Krishnan has been quick to turn around these for me. Thanks a lot and all the very best for your future.

Truly professional; excellent service from Krish Finvest Services is my feedback. The turnaround time for any of my query/support request is amazingly quick. Am happy with the returns on current and non-current investments, and the preparedness provided for the future. I have been dealing with Krish Finvest Services for more than 4 years and, whenever I have any requirement of any financial products, be it Fixed Deposits, Mutual Funds, or any type of insurances, I have been taking their services. They are very proficient in their knowledge and service delivery. They have always been able to provide customized solutions to me based on my needs. The advice and suggestions provided by them have been truly valuable. I would also like to state that whenever I have had to make claims on my insurance policies, they have given me full support (by identifying and liaisoning with the relevant parties) to ensure that I receive the claims due to me. This is highly appreciated. If anybody is looking for someone providing financial planning services, they can definitely avail the services of Krish Finvest Services.

Krish Finvest Services gives personal attention to our finance portfolio and provides honest advice on current investments/future projections. Krish Finvest understands customer needs and suggests appropriate financial solutions.

I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common-sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.