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!
Sandeep Joshi, Architect - Robert Bosch, Bangalore
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!
M Bidarahalli , Lead Design Engr. -Eximius Design, Bangalore
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.
A Behera, S/W Test Engineer, Schneider Electric, Bangalore
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!
T Vignesh Gopal, Data Analyst - Optum Insights, Chennai
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!
S Anath , Officer, Arab paper mfg. company, Dammam, S Arabia
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