Finpotters

“I know finpotters by Jija only. we have been together for close to 3 years now. Frankly before that i did not have any savings and it has been really great working with finpotters, Jija in particular. there has been some really great financial gains but beyond that what i liked is user experience. most of these private banks and financial consultants, keep bothering you so much that you get frustrated and try to avoid them, but with finpotters it is a casual check and if interested all work is done with in a day and you start doing other work. great work guys, keep going….”

In fact when I was a little worried a couple of years before that way my money invested in the market not growing, through a consultant, that is the time, I met Ms Jija Roy & Mr Shital Shukla, both Founders of Finpotters referred by one of my dear friends. They guided me and gave me the confidence to make my money grow as I do not have time to research the market and take an appropriate decision. Today I am very happy to say that yes, all their decisions became fruitful to grow my money as promised.

I, therefore, feel that if a person or any family, is busy in earnings and doesn’t have enough time to invest for market research to get an appropriate portfolio to invest for growth, the Finpotters team is the most trusted and reliable team. Ms. Jija Roy can be one point of contact to get all formalities completed from your desk, which will be completely hassle-free and effortless. I wish they continue their hard and smart work to assist their investor better in the coming days also. My good wishes are always with such an honest and sincere team.

She invested her time, experience, knowledge & information to provide me with financial advice which I have picked & followed with my decisions. She brought in insights on my existing portfolio & suggested to make new choices. It’s been 2 years of growth story where my investment portfolios have grown substantially.

Finpotters have a smart application where I can monitor my portfolio on a daily basis and they have been responsive enough to share updates & resolve queries helping us to make choices. This reflects their professional commitment to serve their clients, providing all the information on few clicks.

Our relationship with Finpotters is on a growth trajectory and we have trusted them to manage our financial portfolio and extremely happy with their services.

The investment markets are a place dominated with VUCAP factors, and Finpotters team can be your financial coach helping to make wise choices , navigating you to achieve your financial goals.

2 years back Mr Shital Shukla from Finpotters made a call introducing himself with reference of young ex colleague and Jija followed up the call to personally understand my financial investment needs.This happened at a time when I had taken a major decision of leaving my highly paid job and evaluating my new financial status.

Jija appeared to me as a Coach asking probing questions and seek information about my current & future financial needs.

I liked this approach, & with her background of having worked in leading banks, managing investment portfolios gave me the confidence that I can consider her & Finpotters as my financial advisor.She was open to listening to my questions as I had many & her guidance was reassuring.

I am absolutely delighted and satisfied 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. The way you took the time to get a feeling for where I was at, your depth of knowledge and your approach to the clients are commendable.Your professional, ethical and caring approach evoke my trust and respect and I gladly recommend your services whenever possible.”

Team Finpotters has been handling my portfolio since their inception. Negotiated the interim market turmoils well, aligned Portfolio to Life Goals and delivered consistently. Researched insights, quick personalized service and a shared vision about the Portfolio Objectives makes them stand out as a Boutique Financial Services Outfit.

We were introduced to finpotters by one of our family friends and we decided to invest through them in mutual funds. We were persuaded and perused constantly by these two people whom we thought were quite active, informed and working with conviction.

And we were not wrong in the decision we took. Since the day we have invested through them, they have given us insight of what’s happening in markets and how to do course correction often.

We are happy with the services they provide and their friendly approach.

Hopefully the association would continue and they would grow our wealth using their knowledge and expertise..

I am associated with Finpotters right from its inception for all my investment needs and the journey still continues.

The need for financial advisor arose when my business was at peak and I had no time to think for parking my surplus fund for better return. During those days, I was fully dependent on advice of Finpotters and blindly followed same for all my investment need. This helped me in achieving my ultimate goal of maintaining financial stability post retirement for peaceful journey of rest of my life.

In nutshell, there is no dearth of financial advisor in the market but certainly there is dearth of financial advisor who not only understand your goal keeping in view risk appetite but also set the complete path to achieve that with personal attention. I have come across many such advisors during my life span but Finpotters is only one with whom I placed my trust and now I am reaping the benefit of that. I wish all the success to Finpotters.