“Seldom do you find someone who is ready to give personalized investment services at your door-step, especially when you are not investing lumpsum. A finance professional who visited us at our convenient time and place, was very well informed about mutual funds. He understood our personal requirements and profile before suggesting a list of funds for investments.”

“Think of it as best of both worlds:- I call VSquare Wealth to visit me to follow up on my portfolio. And then I can invest in a paperless manner online and view my portfolio’s progress anytime and anywhere.”

“For me it is not the first time investment that matters but the after sales support. It is incredible that your adviser is always available for you over phone, even on weekends. The turnaround time for any query or help is quick. Add to it, the online account that allows me to transact and view my portfolio anytime.”

“I have invested in mutual funds for a long time, much before I met VSquare Wealth, but it is his research and knowledge about different categories of funds and allocation in various categories that added value to my portfolio. While staying invested for a long time is important, the funds that you invest in are equally important. My overall dependence on funds from only one or two AMCs was reduced and I now hold consistently top performing funds from various AMCs.”