Kanika has been our investment advisor for the last two years. I work in the financial industry. I have basic knowledge of how markets function and I needed someone who could add value on the top with market research and valuable insights. Kanika helped us put together our life goals with detailed cash-flows allowing us to plan for them in a systematic way.

The portfolio has grown significantly under Kanika’s advisory. Kanika is available for a conversation any day and keeps me up to date on market opportunities that we could capitalise. She does a detailed risk analysis before suggesting investments that suit my profile.

Kanika is a well-rounded investment advisor. I would strongly recommend her to everyone irrespective of how familiar they are with the financial industry.

Kanika has been my financial advisor for the past two years. Prior to her engagement I had difficulty tracking my entire portfolio or invest thoughtfully. Kanika helped me get a complete holistic view of my portfolio, understood my risk profile, and made me think of my long-term goals with clarity. This has been an eye opener to me. As we started the engagement, I was able to save significant fees right away.

What I really like about Kanika is her careful consideration of my preferences and goals. Her approach is thoughtful, measured, and professional. During our portfolio review sessions, she explains the rationale for her advice in detail. Her financial advice is based on careful research, and she is happy to share the knowledge with me. I am grateful for the knowledge she imparts.

There are little things like advising me on the tax impact or looking out for some bad investments I’ve done in my past and would’ve frankly given up, that makes Kanika’s advice very valuable to me. Her advice has made my portfolio much more healthier and performant than it has ever been so far. I am very happy and lucky to have her as my financial advisor.