Clients Testimonials

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Tessy D'souza
Senior Data Analyst

I was a little skeptical initially to invest my money through an external party, I invested at my own terms with the minimal info I had of the market, but gained not much returns!

A friend of mine suggested The Mutual Fund Guide, I decided to have a conversation and their initial screening question with regards to my objective and goals I had were understood so well that it made me comfortable enough to be investing through them.

Over the months I looked at the returns and their market knowledge and now I've gained complete faith and would always recommend them further!

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Umaima Parkar
Senior Customer Service Executive
Barclays India

With bank rates going down and inflation going up, I needed an alternative for my investments but I had no clue how to go about with mutual funds.

The Mutual Fund Guide initially helped me understand how mutual funds work and after careful deliberations and risk profiling helped me step into the world of mutual funds.

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Sharel D'Souza
Senior Sales Executive

The Mutual fund guide has met and surpassed my expectations of financial advising by skillful placement of my money.They started the journey by knowing my comfort level,risk appetite and ensured that my financial goals were understood.

Also they provide regular updates and are available to explain and review my portfolio by answering all questions.They have a proactive approach to their work and follow-ups are quite regular. 

I feel my money is in safe hands.

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CA Nishmita Fernandes
Manager, Finance & Accounts,
Axis Bank Limited.

My hectic work life leaves no time for investment planning and The Mutual Fund Guide has been a trusted saviour in articulately constructing and periodically reviewing my portfolio.

The regular monthly updates and constant supervision of my portfolio under their guidance has been a source of relief to me since investments are no more a complicated hassle.

The term Equity Investing is no more a dreaded nightmare but rather a smooth path and I am thankful to The Mutual Fund Guide for the same.

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Dhwanish Chhaya

As an actor I lead a very hectic lifestyle so keeping a track of my investments is a very difficult task. 

The Mutual Fund Guide with their monthly updates has made life much easier, making my investment journey a peaceful one.

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Hemangi Halankar
Associate,HR, BNP Pairbas

I have been investing with The Mutual Fund Guide ever since I started working and am grateful to have availed their services so early on.

Their screening prior to investing helped me analyze my real risk appetite along with the importance of beating inflation to understand real growth.

Prior to investing with The Mutual Fund Guide, all my savings were into Recurring Deposits but I now have a holistic portfolio after learning the difference between investments and savings.

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Sushant Panigrahi
Sales Executive, SBI Capital Securities

Prior to investing with The Mutual Fund Guide, my experience in Mutual Funds was not great. There was no planning involved, nor was I aware of the importance of goal based investing.

My prior investments were made by looking up top rated funds on google. Only later on did I realize none of the schemes that I had picked were in line with my risk appetite.

I now have a portfolio that was made after considering and questioning important points like my age, holding period, goals, etc.

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