Mutual funds are a type of certified managed combined investment schemes that gathers money from many investors to buy securities.
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With a humble beginning of a small SIP seven years back, Ramaa Financial Services now manages investment portfolio of my entire family. Yagnesh has advised us after thoroughly understanding the risk profile and financial goals of our lives. This has over time helped us to build a healthy and sound portfolio. We now call him the "Personal CFO" (Chief Financial Officer) of our family. Best Wishes..
Manoj Zawar
Ahmednagar
Couple of years before retirement I met Yagnesh regarding my investments. He came back to me with a simple but detailed Financial Plan. It had no fancy, complex investment ideas that I didn’t understand. It has been 5 years post retirement and now I am peacefully enjoying the steady flow of income from my corpus. I even took a foreign trip with my wife last year. I strongly recommend that maximum professionals should avail the services of Ramaa Financials.
Bharat Vanarase
Pune
In the world of investments Yagnesh has been my advisor, friend, philosopher and guide. He has played a big role in steering my portfolio towards long term wealth creation. Apart from investments he has also helped me in organizing other financial aspects of my life. I would like to take this opportunity to thank him. Best way I can reciprocate is to recommend him highly to friends & colleagues.
Sushil Gandhi
Shrirampur