Family
A Financial Planning and Advisory Client

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.