Testimonial

 
testimonial

Mr. Balasundaram Ranjan, Senior Manager in Major Engineering Company

Dear Dwarkanath Sir, Greetings! We have been working together for more than ten years, and during that time you have been an excellent financial counselor. It was a pleasure working with you and receiving your wise counsel throughout the years. You have been an amazing financial planner, and investment advisor to my family and I. Your extensive and thorough understanding of investments, insurance, and other financial topics are simply awesome. I am really pleased with your services , patience and now have complete faith and confidence in you. You treat the customers with great respect without discrimination on age or capacity. You are now more of a member of our family. I'm glad to keep in touch with you.
testimonial

Mr. Jeeva Subburaj Associate Director - Software Development Sagitec Solutions LLC

I have had the privilege of being associated with Mr. Dwarakanath since 2010, and I can confidently say that his support has been nothing short of phenomenal. Over the years, he has expertly managed my pension plans with SBI Life, while also guiding me through various financial planning strategies, including investments in mutual funds and LIC plans. What truly sets Mr. Dwarakanath apart is his unwavering dedication and availability. No matter the time or complexity of the query, he is always there to offer his assistance and provide clear, thoughtful answers. His deep understanding of market conditions and financial trends has been invaluable, enabling me to make informed decisions that have positively impacted my financial future.

I am incredibly grateful for the service he has provided me over the years. His expertise, coupled with his personalized approach, has made a significant difference in my financial planning journey. I highly recommend Mr.Dwarakanath to anyone seeking a knowledgeable and dependable advisor in the realm of financial planning and investment management. Thank you once again for all the outstanding service and guidance!

testimonial

Mr. Ganesh Prabhu , Delivery Head, IT services

A Trusted Advisor and Friend

I have known Dwaraknath for nearly a decade, and during this time, our relationship has evolved from a client-agent dynamic to a strong friendship built on trust and mutual respect. Unlike many insurance agents primarily focused on commissions, Dwaraknath has consistently demonstrated an unwavering commitment to his clients' best interests. His deep understanding of financial planning, coupled with his empathetic approach, has been invaluable to me. He has guided me through various financial decisions, from selecting the right LIC policies to making informed choices about mutual fund investments. Dwaraknath is not just an insurance agent; he is a trusted advisor who genuinely cares about his clients' financial well-being. I wholeheartedly recommend him to anyone seeking sound and reliable financial guidance.

testimonial

Mr. Narayanasamy Mani, Senior Staff Engineer, Maxlinear, Singapore

Mr. Dwarakanath's professionalism, responsible demeanour, and positive attitude are some of the reasons that make me believe his recommendations.

I was extremely impressed with the explanation of the policy while purchasing the plan and the regular follow-up calls by Mr Dwarakanath. The way of handling the customer is really appreciated. I wish him all the very best in his future endeavours.