I always thought that I was very good at financial planning. I had multiple investments across various instruments and I was confident that I'm doing the right thing....until I met Nishith. After meeting him I realized how insufficient my financial planning had been. With his approach of goal based planning, I feel financially more stronger due to two things: right level of investment into future and a investment discipline. Thanks Nishith. I would luv to continue working with you. Nishith also has got the right experience, knowledge and service infrastructure to support the needs of his customers.JITESH LAL SENIOR CONSULTANT AT CTS – MASSACHUSETTTS - US
Earn, save and spend is traditional thought Told to me , I inherited the same and practice the same till I met Nishith. Nishith twiked the term save as INVEST it is a awesome change in a finance life of me. He shared wealth of investment knowledge to me and supported me to practice and implement the INVESTMENT.I followed his advised and see that what he said and what it result out is TRUE. I would say if you need your money to make money for u. Without my second thought I will point Nishith .This is not sales pitch its pitch to make your ball (money) to bounce high then u expect .I felt the experience you invest your experience.SAI ANAND NATRAJAN BUSINESS ANALYST AT GAVS TECHNOLOGY - AUSTRALIA
I am associated with Nishith for the past few months; he really loves in working for his clients. He provides good advice and adds value to the client investments. Nishith handles the risk profile quite well. The long term view of the clients requirements were taken into account and he provides investment advice, this is very much required for the individual investors.RM SHANMUGAM REGIONAL SENIOR MANAGER COSTING, SIBELCO ASIA, MALAYSIA
"I have been dealing with Nishith for last 6 plus years. For sure 2 things comes first to my mind are; Integrity & Client interest. Nishith has always ensured client interest is maintained and client is served with highest levels of integrity. When you are financially planning your investments for the loved ones of your family definitely you need a financial planner on whom you can rely completely without any doubt. Good luck you are doing great job."SAURABH TAPARIA SENIOR FINANCE MANAGER AT LANDMARK GROUP - LIFESTYLE LLC - UAE
Nishith was introduced by one of my friend from India,"I am absolutely delighted with his service and how he manages his financial expertise with my personal circumstances and preferences as I am a overseas client.
What really impressed me was the way he takes time to get a feeling for where I was at,his depth of knowledge. Always thinking of clients financial growth.
He is professional ,ethical and caring demeanour elicits my trust and respect.
Nishith and his team always updates whatever happening in the financial market . I am glad that I found one of the best financial adviser....Poulraj Perth, Australia
I would like to express my satisfaction and appreciate the professionalism of Shree financial in handling their clients.
A new comer like me who doesn’t have any idea on fund management schemes has been treated with care and taught the basics of Savings for my future.
Also the personnel touch with Mr. Nishith gives great level of confidence that I’m in safe hands.
The monthly reports generated on my account and sending it timely gives more confidence and relief.
Thank you for the excellent services provided to me.
All the best to you and your team....Raja Mohammed Ansari Ghana - Africa
“It was in 2008 that I got to know of Shree Financial and I am very glad that I dealt with Nishith. He was able to explain good investment options to a novice like me and I am very fortunate to have him as a guide and consultant who is trustworthy and intelligent too. I was able to very easily plan for my son’s education and also my investments. Shree Financial is very straight forward and highly customer oriented.”GIRISH VASHISHTH PPM AT RENAULT NISSAN, CHENNAI – INDIA
"Nishith has been my financial consultant for over 7 years now. I have enjoyed and appreciated every bit of his quick response service as well as his advice on finance matters. I would definitely recommend him as your financial consultant mainly because of his knowledge and Quick response. I have always got his physical response within 12 hrs anytime I get in touch with him"SOORAJ SITARAM MANAGER AT L&T TECHNOLOGY SERVICES, CHENNAI - INDIA
"I was doing investment before meeting you, but You introduced me to the structured/disciplined approach to investment. I preferred your approach as it was not tied to any particular company or product, which helped me hedge my financial risk appropriately."RAJESH SOUNDARARAJAN ARCHITECT AT TECH MAHINDRA ,CHENNAI - INDIA
I have known Nishith since school. He has been managing my entire portfolio consisting of insurance, equity & fixed income investments for the last 4 years. In my opinion, his remarkable traits as a financial planner are his maturity and professionalism.
Nishith doesn't get carried away with market fads.
He strongly believes in continuity of investments and in the power of compounding for long-term wealth creation.
By doing so, he ensures there is no risk arising from unnecessary churning in pursuit of short-term gains.
In order to offer best advice, Nishith keeps himself updated about product launches, market movements and regulatory changes and also studies them in detail.
Whenever his advice is sought, rather than suggesting popular products off-hand, he takes out sometime to analyze our current requirement and then suggests suitable alternatives consistent with overall portfolio goals.
More importantly, rather than imposing his ideas, he explains the benefits and limitations of various alternatives and lets us take the final decision.
By doing so, he ensures we are also committed to the investment.ASHOK NARAYANAN VICE PRESIDENT - YES BANK - CHENNAI
“My name is Tarek, a German National living and working in India the past 11 years. It happened in the year 2008 in Chennai, that I was fortunate enough to meet Mr. Nishith Bachasa, founder of Shree Financial. Today after more than 7 years of business relation with Shree Financial as a service consumer I can recall I was fortunate not only because I had found a highly professional partner that guides me with all my financial & investment planning related concerns, but much more important to me having found a sincere and trustful personality which is very rare to find in this Business Driven World these days. Over the period of 7 years I have experienced that all the advice and direction given by Mr.Nishith Bachasa had been the best option for my investment configurations. Communicating to Nishith is more like asking a Friend for his highly professional advice. My dearest compliments to Shree Financial Team for always being there when I needed them most also in various insurance issues where i have experienced the dedicated and time sensitive actions taken by all the members of Shree Financial."…TAREK FRANK FEISSALI PROPRIETOR OF TFF DENTAL SERVICES PVT.LTD. CHENNAI
I am writing this to thank you for your ever practical guidance on our investment portfolio. With your in-depth market knowledge and acumen of market volatility, we have benefited to a great extent. We appreciate your thirst to deliver the best to your clients, be it in your educational videos, smart messages or mailers they all have alerted and helped us avoid any hasty decisions in investments. Your reminders have been of immense help for timely payments of our purchases. These are the few basic services that keep you ahead of your competitors and because of your sharp advice, we (your clients) are ahead of others.
We are happy to be associated with you for so many years. Our best wishes for growing together. Also happy to see the regular software upgrades you have been doing and adapting the latest technology for our enhanced experience.
Bhavesh Shah Chennai
While I have worked for most of my adult life and so has my husband, we did not put a lot of priority on financial planning. We were content to let our savings accounts grow, put excess amounts in fixed deposits and generally invest in jewelry or a bit of real estate and a comfortable car, taking advantage of what we thought were good deals on loans. The discussion we had with Nishith was a big eye-opener.
We understood how we would always be in debt, not provide adequately for emergencies and retirement. We had assumed that since we had enough surplus every month to pay our EMIs, we were comfortable. Only after the detailed financial planning conducted by Nishith, did we understand that we were losing a lot of money with long-term high-interest loans, and were parking surplus funds in areas where the funds were not really working for us. Thanks to the action plan thoughtfully created by Nishith, we are now on our way to closing all our loans, investing money where it makes optimal sense and leads us to financial security. I would encourage my children to follow the advice of a financial planner like Nishith right from a very young age, and definitely as soon as they start earning.Lakshmi Priya Radhakrishnan Chennai