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Purpose Focused Financial Planning
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Cover Story
Mutual Fund Insight,
09 September 2008
 
 
 

"My Financial Advisor team has been helping me manage my investment strategy for the past four years. I was introduced to MFA through a mutual acquaintance. Just about that time that I was anyway looking for some one who is independent ( i.e. not related to an institution that also has its own investment products), can provide advice on a broader range and not just short term tips on where to park my money for quick returns - i.e. taking a long term view of what my financial objectives are over - say a 10 year or longer horizon -  and how to meet those objectives systematically. My experience with MFA so far has fulfilled that expectation completely - with the quality of advice I have received and with their responsiveness to my ad-hoc requests for information or guidance."

 

Chief Technology Officer
One of India's largest Software Services firm

 
 

"I have found MFA to be a complete end-to-end financial planning firm, who has worked with me to look at my financial needs in a holistic manner.  They are much more than just any PMS or Pvt. Banking Service since it looks beyond just mutual funds and equities. They have helped me take decisions on Home loans, real estate, private equity, international investments and other options."

 
CEO Long Distance
One of India's largest Telecom Providers
 
 
"MFA has helped me align my investments to meet our family's goals; something that my bank's portfolio managers were unable to achieve. I had accumulated several products over a period of time but did not feel confident about the quality of advice I received. I am glad, I have trusted Amar Pandit and his team to monitor my family's financial health."
 

Prominent Mumbai Dentists

 
 
"Earning money might be difficult but managing money wisely for your goals and growth is even more difficult. At My Financial Advisor we were educated about our own money and that was an eye opener in itself. Every minute detail was looked into and whenever needed corrective measures were suggested and executed. Being with My Financial Advisor has not only cleared our financial vision but also made our goals more achievable. This has led us to enjoy our money and see it grow at the same time. The personalised touch at My Financial Advisor is an additional feather in their cap."
 

Prominent Mumbai Dentists

 
 

"I have been associated with My Financial Advisor and Mr. Amar Pandit since last one year. Mr.Amar Pandit is one of the few Certified Financial Planners in Mumbai today. I had given my financial goals to MFA in the beginning. Very politely they told me that the aims were unrealistic. MFA and Amar have helped me restructure my goals to realistic levels. MFA is advising on my investments on regular basis. They are up to date on stock market conditions and revise advices when the situation demands. The staff is very friendly and efficient. I aim to continue utilizing the services of MFA for the next decade after which I shall take their advice to plan my retirement."

 
Prominent Mumbai Ophthalmologist
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