Having not made money in stock investing for years, I decided to give Satheesh a chance. To be honest, he has planned and handled my portfolio very well. Especially in the pandemic situation, he did make some good decisions and can see the results now. Trusted him and I am really happy about this!

Had my investments in a lot of MFs and stocks advised by multiple advisors and it looked messy. Felt very comfortable discussing the finances with you; Thanks for aligning to my financial goals. Thanks for patient listening , clarifying all doubts and sincere advice. Meticulous & Realistic advice!

As a beginner I had no idea how to plan my finances. I talked to many but after talking to Satheesh, I got the confidence. His way of understanding financial state, goals, spending makes him unique and trustworthy. After our discussions I corrected my mistakes and learn the right approach to invest.

I had little knowledge how to achieve my future goals. Satheesh Kannan guided me on achieving my goals by planning my finances. Also, I got the clear picture of term & health insurance needs of my family. Thanks for your guidance!

Satheesh Kannan is very dedicated and professional in his approach. He focuses on the emotional aspects of investing and guided me in a stock market correction. His recommendations are conservative to suit my temperament. Wishes him all the best!