Testimonials

Aditya Pednekar – Merchant Mariner(NRI)

I, Aditya S Pednekar, am a merchant mariner by profession and a NRI for investment and tax purposes.

Mr. Paresh Tapiawala of Samruddhi Financial and Investment Services helped me identify my long term financial objectives in a systematic manner and came up with a comprehensive investment plan to help meet my objectives. Throughout the planning and execution phase he has worked with me in a professional manner, answered all my questions patiently and guided me through the whole process in a methodical way. His structured approach from analysis to planning and to execution is quite impressive.

I do not think I would have got this kind of analysis and clarity of thinking from anyone else in this (personal finance) industry.

I wish to congratulate him on launching his website with the hope that it would show how our money can be used for better future, helps us to define and achieve our financial goals etc.

I would highly recommend Samruddhi Financial & Investment Services to all people.

Abhay Todankar – B. Arch
General Manager-Architect, HDIL Ltd.

I have been a client of Samruddhi Financial & Investment Services for six years and would highly recommend their services. After understanding my complex financial structures, Paresh Tapiawala presented Financial Plan with properly structured investment portfolio based on asset allocation suitable to my financial needs and I have been more than happy with the results. I have recommended a number of my friends and family to Paresh Tapiawala of Samruddhi Financial & Investment Services they also seem to be very satisfied with the service.

Sugrive Dhapate – Graduation in Bvsc & AH (veterinary Doctor), MA (Social Studies)
Under Secretary in Mantralaya, Govt of Maharashtra

I have been introduced to Mr. Paresh Tapiawala of Samruddhi Financial & Investment Services by one of my close friend.

Before I met you, I always experience strain on my cash flow due to my unplanned investments and was worried about my future financial needs like higher education of two sons and retirement plan. I am very impressed with the personalised professional service and advice given to me. You helped us find the best possible home loan for our home. You have reviewed our investments and insurances. After reviewing our personal financial circumstances and our attitudes to risk, you have worked out financial plan outlining investments in various assets class and contingency planning. This has given me lot of belief and confidence that we have robust plans in place for my future financial needs. You have always explained the choices and possibilities so that we have felt empowered to make these important decisions wisely.

I would have no hesitation in recommending you as financial advisor my, relatives, friends & associates looking for investment advice and personalised professional advice for financial needs.

Vijay Patel – Electronics Engineer

Proprietor of Micro Tech Services providing Test equipment for Electronic components, design and development of customized electronics products and LED lights solutions

Being an entrepreneur in SME segment, I operate my business in very challenging and dynamic environment. It kept me worrying about my personal finances and family’s financial security. I met Mr Paresh Tapiawala of Samruddhi Financial & Investment Services in one of the social gathering. I immediately realised that he would be the right person to resolve my concern about personal finances & financial security for retirement. I am absolutely delighted with the process of understanding my family’s financial needs, circumstances and presenting investment solutions. I would rather describe it as a complete financial re-engineering. He is always willing to explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. He does not come out with standard solution. He very patiently understands your present investment portfolio, understands your requirements and then gives a customized solution for the Investment to fulfil your goals. Very important point is He finds out the risk taking capability of the investor and then suggests an investment portfolio. I am fortunate enough to have Financial Advisor like Paresh.

Rohit Mehta – Businessman
Proprietor of Paras Rubber Works

I have been extremely fortunate to have Paresh Tapiawala of Sammruddhi Financial & Investment Services as my financial advisor for the last 5 years. He has drawn the right financial plan based on our risk appetite and created the portfolio with proper asset allocation He always keeps his client’s interest above anything else. I found him easily accessible to discuss any financial issues which I presume to be hurdle to my financial goals. With his guidance and regular interaction about the progress of our financial plan, I gain confidence of reaching retirement age without any financial worry.

Varsha Jadhav – B. Com
Accounts Assistant Central Railways

Being a single parent of 15 year old son, I was quite worried about my financial needs about my son’s higher education and my financial future. One year back, a friend of mine introduced Paresh Tapiawala as Financial Advisor to me. I am absolutely delighted with his financial service. What really impressed me was the way he took the time to get a feeling for where I was at, his in-depth knowledge, lateral thinking and his common sense approach. The professional, ethical and caring demeanour of Paresh Tapiawala elicits my trust and respect and I gladly recommend his services whenever possible.

Potdar Family : Dr. Shailaja Potdar – M.D.,D.C.H (Pediatrician)
Mr. Milind Potdar Dip (Civil), Dip (Mechanical), B.E. (Civil), M.E. (Civil)
General Manager- Regulatory in Bombay Dyeing & Mfg. co. Ltd.

Since 2009, Paresh Tapiawala has been advising our family on our personal financial affairs as well as financial matters relating to operations of our hospital business. His investments recommendations have been pragmatic, keeping in mind our risk appetite and taxation position. Even in the current challenging conditions he has continued to be driven by a desire to serve our best interests. We think of Paresh Tapiawala as much as a friend and a business advisor whom we can rely upon for financial solutions for any number of matters. We look forward to having associations with Paresh Tapiawala as our Financial Advisor for many years to come and we have pleasure to recommend him to chalk out financial plan to secure your future financially.

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