Whether you plan to be financially secure in retirement or in buying your dream home, providing higher education for your children or looking after your parents, or providing for yourself, in business continuity or succession planning or philanthropic and charitable bequests. Whether navigating the government system or your own employee benefits, addressing financial risks with appropriate and adequate insurance or managing investments – we factor all these in your larger life plan and help you make choices that suit your purpose and values.
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- Monday: 10:00 AM – 5:00 PM
- Tuesday: 10:00 AM – 5:00 PM
- Wednesday: 10:00 AM – 5:00 PM
- Thursday: 10:00 AM – 5:00 PM
- Friday: 10:00 AM – 5:00 PM
- Saturday: Closed
- Sunday: Closed
Shahank has been handling my family’s investments for many years. He’s trustworthy, a man of integrity. He listens and makes sure that our requests are understood and provides us with the best information and services to meet our financial goals. I would recommend him as an excellent full service financial advisor.
Since working with Shashank, he has met and surpassed my expectations of working with a financial advisor. He takes the time to really know me as a client which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio.
I also get a very good energy from Shashank on a personal level. He strikes me a genuinely good person who cares about people and wants to do the right thing.
Shashank has managed our retirement investments and financial planning for many years. He brings a sophisticated understanding of the global markets to bear, and has always developed investment strategies that are well-tailored to our particular needs and preferences. He has beed quite skillful in growing our portfolio in up-and-down markets and creating productive income streams from our holdings. Most importantly, he genuinely cares that we do well.
Shashank is very experienced and helped us with our investment needs. I would not hesitate to recommend him to family and friends. He’s one of the best!
I have no hesitation recommending Shashank as a full service financial planner. He always integrates my needs and goals with my financial plan. He has integrity and compassion, and is extremely knowledgeable in his subject field.