This is what financial advisors should do! I have never had this kind of experience in the past with financial advisors 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.
Retired Bank Manager
Dave Fintech deliver truly professional Wealth advisory services and put their clients’ interests continuously first – I would happily recommend them to anyone wanting a holistic personalized service with determining the right strategy for clients.They have nicely advised me for Goal based financial planning and Retirement Planning.
My whole family is associated with Dave Fintech Wealth Advisors since last 25 years. We are overall getting expected financial returns based on their advice. We are very much satisfied with services. We wish them all the best in their future endeavors.
Ex Vice President- I.T. (JMC Projects (I) Ltd.)
I am extremely delighted with services. It is really refreshing to work with a financial advisor like you who is truly interested in client’s needs, who even understands client’s circumstances. What really impressed me was the way they took the time to get into where I was to start investment, Depth of knowledge, lateral thinking & your common sense of dealing. Your professional, ethical & caring attitude elicits my trust & I highly recommend their services .
(PS to Joint Commissioner of Police)(Crime ) (Retired), Ahmedabad
K P Shukla
We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be questioned. Particularly encouraging us to do Investment is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.”.
Former Branch manager of Bank of Baroda – Client since 2005
Never ever, ever, since we have been with Dave Fintech, have I ever gone to bed worrying about money. You take care of our affairs fully – thank you!
Dave Fintech is a sincere,thoughtful and professional wealth advisors. Throughout the whole period of working together, the advice that they have provided was always well-organised and straight to the point. They made me realize the importance of Investments as before I took their advice, I used to spend money and was unable to create wealth. There was no fluff and everything was transparent. Not only were their comparisons thorough and detailed, they use clear strategies which always gives us very helpful suggestions on what we should and should not do. We are pleased to have them as our advisor and fully entrust our risk management and retirement planning. After many years of Investment as per their advice, I can say that I have started nicely on the path of Wealth creation and tension free Retirement planning.
M.S. Laproscopic Surgeon
Dr. Pravin J Patel
I have worked with Dave Fintech for almost Five years. In that time,they have become not just a fantastic and integral part of our financial planning but a close personal friend. His style has been refreshing in that he stimulates a simple and straightforward approach that is both reassuring and intimate. He has been a revelation for us and made sensible and realistic decisions on investments that have yielded good results. In a world full of advice, I have found my truly trusted advisor.”
Associated Professorof Sahjanand College
I was referred to Dave FintechWealth Advisors by my Dad who has invested as per their advice in several schemes for a very long time. I am currently getting financial advice from them regarding wealth creation and Retirement planning. I am interested in SIP and they have kindly suggested several options suiting my Goal, risk appetite and time duration. There is also an app available on IOS which can be used to view Current portfolios and Investment performance which is really useful feature. Stuti is always available to answer any queries that I may have, and very helpful overall.