"With his vast knowledge for balanced mutual funds, he has helped us making progress towards prosperity."
"He has a strong understanding of personal finance. He aligns it optimally to ensure long term goals are met without losing sight on short term liquidity needs. His unbiased and prudent advise has helped me make good decisions and has resulted in good growth of my financial investments. He also coaches people on making sound financial decisions related to income and expenditures. I appreciate his work ethics and discipline."
"A great characteristic that Harish has, is to always ready to help and be there attitude - that make his different from rest of crowd."
"After meeting with Harish, we took on his recommendations and here we are 9 years and extremely pleased with the decision we made. We are absolutely delighted with your services, guidance and would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted."
"I have known Harish for a couple years now and during this time I have been very impressed with his competence not only with his wise and skillful placement of my money but also his very professional attitude. He regularly get in touch with me and also visit me several times a year to review my situation and to make suggestions on any improvements he thinks I can make. His supportive nature during visits was so comfortable that my family members also don't hesitate to discuss the financial matters with him. He have a proactive approach to his work and, after each visit, he later follow up also on the same. I have been more than pleased with Harish's service and would highly recommend him."
"I met with the founder Harish Naganna, a number of months ago and have received nothing but a top-notch client experience ; Have always found them to be ethical, client focused, and more than willing to go the extra mile for me and my personal goals; Have no hesitation whatsoever in referring them on to someone looking for a client-focused financial advisor."
"Harish explained us key aspects of personal finance which includes risk management and planning, home budget management, planning for short term and long term family goals, vacation planning and retirement planning."
"Focus on goals for my aspirations is what I think nobody ever told me. Harish did that with great simplicity. He explained complex jargon with simple examples, which has helped me have a stress free life."