I have been dealing with this team as my financial advisor, investment manager and tax consultant for the last 7 years. As an NRI, It has been an absolute delight and relief to have the support of the team and in particular, Lakshmi and Ashwin taking care of my financial matters in India. Two areas worth highlighting are the ease of working with them despite being miles away and the well-rounded and thoughtful advice they provide. It is my pleasure to endorse them.

I am a client of Mr Lakshminarayanan since Oct 2016 and I am happy with the services provided by him and his team. Lakshmi has constantly advised me in my investment strategy and am I sure my investments will grow multi-fold in the coming years. I have recommended him to my friends and will continue to do so.

LN & team have been assisting me with my personal finance matters. I’ve been specifically building my portfolio in Mutual Funds and they have been a good support.

Lakshminarayanan and team have been an integral part of my personal finance journey for more than 5 years now. I particularly love their goal-oriented approach, diligence of research and a personalized approach to service. Thank you for helping me get where I am and I look forward to the long partnership that we have successfully set ourselves for.

We had got in touch with Lakshmi for tax planning and filing support and we realized that we have no clue of our financial goals and our risk appetite from an investment stand point. This is where it all started and we have come a long way in our financial planning, investments and wealth management thanks to Lakshmi & Ashwin, they are extremely aware and reliable. In this engagement trust and empathy are critical ingredients and this is the foundation of our relationship. I would vouch this team for financial planning, getting trained in investment related topics and manage medium to large portfolio of investments. This has helped us to elevate our sense of financial well being & security and plan our life better. Bottom line, we have progressed in our journey of financial freedom and peace of mind by outsourcing the financial planning and wealth management in the safe hands of Lakshmi and Ashwin.

I began working with LN over a year ago, and he has been a valuable source of counsel, support, and perspective. LN is not a salesperson, and that is obvious from his manner and approach to consulting. His belief in good financial behavior – calmness, consistency, and clarity – is in stark contrast to the prevailing mindset of short-term gratification, greed, and fear. Work with him not just to relieve your financial anxiety, but also to understand your relationship with money and how you can improve it.Yes, he’s a trained auditor and has extensive experience in financial management, but his greatest strengths, in my view, are integrity and transparency. I don’t see myself working with anyone else in the Indian market, and, once you speak with him, I think it’s unlikely you will either.”