I have known Nishith since school. He has been managing my entire portfolio consisting of insurance, equity & fixed income investments for the last 4 years. In my opinion, his remarkable traits as a financial planner are his maturity and professionalism.
Nishith doesn’t get carried away with market fads.
He strongly believes in continuity of investments and in the power of compounding for long-term wealth creation.
By doing so, he ensures there is no risk arising from unnecessary churning in pursuit of short-term gains.
In order to offer best advice, Nishith keeps himself updated about product launches, market movements and regulatory changes and also studies them in detail.
Whenever his advice is sought, rather than suggesting popular products off-hand, he takes out sometime to analyze our current requirement and then suggests suitable alternatives consistent with overall portfolio goals.
More importantly, rather than imposing his ideas, he explains the benefits and limitations of various alternatives and lets us take the final decision.
By doing so, he ensures we are also committed to the investment.