EunJu.Entrepreneur

Our family engaged a PR consultancy firm to assist us on our Permanent Residents’ application in 2023. That was when we were been recommended to Alan where he shared with us strategies that could enhance our chances of getting PR. Our family were impressed by the tools which Alan have used. It gives us clarity towards our retirement goals and how the investment solutions are able to help us achieve our goals. Alan is meticulous as he noted down our questions at times when he do not have an accurate answer. After-which, he ensures that all our queries are being addressed promptly and that gives us the reassurance that he is someone responsible & responsive. We were invited to client exclusive dining events subsequently even after the policies were implemented. This further gives us the conviction that we have made the right choice in choosing Alan as our adviser and we look forward to working with him in many more good years to come.

Rayner.Vice President.Akribis Systems

I connected with Alan via Linkedin after going through his profile. I like his presentation of financial concepts which were clearly explained. Unlike the previous experience i had with other financial practitioners, who focus on promoting a product & closing the deal. Alan emphasize on the importance of reviewing my overall existing policies and how to better optimize it with the current resources i have. I felt that the recommendations were tailor-made to my needs & that is the reason i have decided to engage Alan and his team. I truly appreciated the effort Alan took to stay connected with me even after the sales and got me engaged in activities & events along the way.

Prashant & Anita.Assistant Vice President.Deskera

We were introduced to Alan by a colleague of ours. Alan is knowledgeable, patience and friendly in his approach. We got to know him as a person who provides detailed information and able to resolve our queries quickly. It shows the in-depth knowledge and experience he had in his areas of expertise. With his advice, we managed to get a good fit of solutions that blends in perfectly based on my family’s circumstances. It gives us a peace of mind knowing that our risks are well taken well of. I will strongly recommend Alan to anyone who have yet to see the value of the work he & his team does.

Sagar.Doctor

I get to know Alan through a kids exhibition back in 2018. What i like about Alan was his proactiveness in connecting with me despite my busy schedule. Alan understands my financial requirements and always made it a point to stay contactable at all times. He keeps me posted of changes in the industry and send his greetings every quarter. My family and I have definitely benefited from working with Alan & his team , having a better understanding of my overall portfolio which my previous adviser failed to do so.

Kalpesh & Manali.Vice President.JP Morgan

We were recommended to Alan by a friend. We chose to work with him as he was able to articulate the various solutions and customized them to suit our needs. Alan differs from the other advisers we encountered previously as he’s always open to suggestions on ways to complement our portfolio. More importantly to clarify our doubts towards financial planning, giving us new perspectives. Expats will be able to benefit from the session as Alan & his team works closely with them. Giving them assurance towards wealth planning in a foreign land

Kumar.Vice President.Citibank

I chanced upon Alan at one of the exhibition events many years back. He was the advisor i have been looking for to equip me with sound financial advice. Alan is resourceful, service oriented and always ever ready to lend a helping hand. He goes to the extra mile to prove that he cares for his clients. Invited my family to movie events, seminars, workshops etc.Makes himself available to me and my family’s needs. Confidence, assurance and reliability were his identify. Especially love the part where he simplifies the whole planning process. Implementing a step by step approach to achieve the different milestones together. Focused on building long term relationship rather than a one time business transaction. Anyone will be fortunate enough to get an advisor like Alan. I feel privileged interacting with him.