I’ve been very happy with Deepesh’s services. Deepesh has sound knowledge of the industry, how the investment vehicles and the people who run them operate. His advice and suggestions are solid, backed by prudent judgements and knowledge of the industry. He is always prompt with his response, either on phone or email. Deepesh is very professional in his approach and deliverables, but does it in a friendly and honest way and it was pretty easy to trust him. I would be happy to recommend his services to others.
Program Manager, Nordea, Denmark
My dealing with PersonalFinanceplan could not have been more fulfilling. Deepesh is knowledgeable customer focused professional who took time to understand my requirements, assessing the risk comfort level and recognizing the shortcomings. His distinctive approach in analyzing each aspect 360°, passionately discussing it, providing rationale based recommendations, ensuring transparency, coaching me on the process/ products and prompt response/support are key elements that brought a lot of value and quality in drawing and executing the final plan. The overall experience with PersonalFinanceplan has surpassed my expectations and I highly recommend it for its exceptional service and value offering.
Engineer , Dubai
Deepesh has guided us in planning out and rationalizing our financial goals. His approach is very fact based and analytical. He doesn't flinch from giving honest opinion even though it may be radically different. So far we've had a great learning experience from him and hope to build a long-lasting association.
Head, Organised Retail Partnerships
