Mr Shounak Ray
Vice President – Acquisition
Columbia Asia Hospitals Pvt Ltd
I have known Natesh since eight years, all of which he has been taking care of my family savings and investments, and during this time our asset value has grown about 40 times.
I remember choosing his services since he did not begin by asking me anything about my earnings, or investment options, but inquired of me what my needs, dreams and aspirations were. I realized that day that my money is always safe at the helm of someone who is aware and sensitive of the reasons of why and how much I need to save.
Among my diplomas and degrees, I have an MBA from IIMK, and that has indeed taught me how best to use time of appropriate talent. So I spend time earning the money, which Natesh and his team help best by working fulltime in protecting and nurturing it, so that my needs, dreams and aspirations are not only fulfilled but perhaps delightfully exceeded.
Vice President – AGS LTD
It gives immense pleasure to have a relationship with PM Wealth who has been guiding me not just for my financial planning but also been a good advisors across other sectors too. It has been more than a decade since I have been interacting with Natesh and Anil for my various requirements and clarifications.
Their services portfolio offers more benefits to the customers and their focus is towards excellent services. Their service offers vision to people who would have very limited visibility and knowledge on sectors of Medical Insurance, Life Insurance, Investment planning, Banking transactions, etc.
The focus and vision of PM Wealth has a good purpose of providing services to all segments of people, helping them to meet their small to big aspirations and goals.
GM – Healthcare
Philips - Singapore
PM Wealth have been a trusted partner in my wealth investments since their inception; they offer prudent consultancy services keeping in mind my short and long term plans and I'm proud to be associated with them.
VP - Sabmiller India
After putting many years of experience in the financial market, working with an intention to learn and achieve growth in their career, both Anil and Natesh have not only picked up the art of managing and advising the investors on financial market, but also have put "Customer First" approach in the dealings with their customers. With sincerity, dedication and hard work they have come on their own to establish themselves as entrepreneurs in the very competitive financial market with the opening of PM Wealth.
I particularly like their very simple approach to suggest and manage investment opportunities bearing in mind customer expectations, however small or big it is.
I am sure with their attitude and customer first approach, they will do well for themselves and also in ensuring customer expectations are met.
I congratulate them on their journey so far and wish them the very best in the years to come.