Client's Testimonial


We are here to manage your
finance with experience

Rakesh Tanjorkar and his team deliver truly professional financial planning services and put their clients’ interests first – I’d happily recommend him to anyone wanting a holistic personalised financial service.Good luck .!!!
Dr Priyam Bhatt
I have been a client of Rakesh Tanjorkar since many years and would highly recommend his services. It is really reassuring to work with him as he is truly interested in his client’s needs and goals. He is very caring and his depth of knowledge is really commendable. He is a thorough professional and at the same time very sensitive towards the clients needs and doubts. I am absolutely delighted with his services.
Mrs Jyotsna Lele
Cambridge certified teacher and trainer
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way Rakesh took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.All the best .!!!
Dr Mithun Panchal
Plastic & Cosmetic Surgeon
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Architect . Rakesh had this and more. His dedication to clients, business excellence and education sets his apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.
Mr Ankur Patel
Real Estate Developer
This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after. Best Wishes!
Mr Prakash Shah
Entrepreneur & Investor
Rakesh is an energetic person providing a positive influence to those with whom he interacts. His professionalism and knowledge of his industry ensures there are no questions left unanswered in determining the right strategy for his clients. He is a real pleasure to deal with!
Mr.Sudeep Nimbalwar
Project Manager-Siemens