Sundar, Academician

Nishith Baldevdas has been advising me on financial matters for more than three years. The two most important things I like about working with him are his acumen in finding the right set of financial products and his commitment to guide you on your financial journey. He designs the various aspects of your portfolio carefully and explains his rationale for his decisions. After this step, he reviews your portfolio periodically and makes necessary adjustments. Equally important, he provides a regular stream of advice on developing a right attitude towards wealth creation. Ultimately, he will help you to create wealth and also develop a right mindset to manage that wealth. I believe both are equally important in one’s financial journey.