–Prabudha Kamble (Serving Air Force Officer)
They made a customized investment plan for me based upon present liabilities and future needs. Their unique portfolio management addresses the market risk in equity investments to great extent and keeps you motivated to stay invested despite all the bad news that you see in the media. They have always been just a call away for whatever queries I had, be it my financial planning, tax queries or any latest trend in the financial markets. I would recommend attending their class on savings and MF investments which will actually open up one’s horizons as it did for me. Happy Investing.
Naga Shanmukh ( Serving Indian Navy Officer)
The world of equity markets is very dynamic and volatile. Being in the armed forces it becomes next to impossible for one to keep abreast of the latest happenings in the financial world. This is where Sainik Wealth filled the void. After I got commissioned and came home on leave, dad told me to meet Srihari sir. I met him and he talked to me about savings and investments. He explained to me in detail about how Mutual Funds work and how they can be used as a tool to attain financial independence in the long run by investing systematically. He chalked out a plan for me and got me started. While I am busy at work, Sainik Wealth takes care of my portfolio and does the necessary changes as and when needed while keeping me informed. That’s one thing less for me to worry about while I am away sailing the high seas.
Colonel Ashok Aghav( Retd Army Officer)
Srihari sir came to my rescue when a financial planner invested my retirement corpus in a botched up manner which gave me a shock when market fell. I consulted Srihari sir and he told me that the first principle when it comes to investing a lifetime of savings was capital protection. He explained me the technique of investing corpus safely using Systematic Transfer Plan(STP). I moved my portfolio to Sainik Wealth and the technique of STP along with their portfolio management has given me decent returns since then. Also their investment technique prevented negative returns even after the market fall in Mar 2020 that happened after Corona. I keep consulting them from time to time over various concerns that keep cropping up in my mind and they have always guided me in an immaculate manner. Having invested through a few different financial firms I have finally settled with Sainik Wealth. Srihari sir’s initiative is more of a community welfare meant to guide Armed Forces personnel around than a business and this is what sets them apart from most others. I recommend consulting them for investing retirement corpus in a safe manner.
Amit Mohan Sharma( Serving Army Officer)
I was posted in Hyderabad in 2018 and was looking to consolidate my existing investments. A colleague pointed me to Sainik Wealth and I took an appointment with Srihari sir. I showed him papers of my existing investments(mostly insurance policies) and asked him to see what was supposed to be done. He went over them and told me that few of my LIC policies had matured and guided me on how to claim the maturity amount. I discussed my present finances with him. Till this point I was mainly saving in PF and as PF interest rates have been coming down over the years, I wanted to learn about newer age avenues. I took a class from him on investing in equities through Mutual Funds and started a sip of 50k after reducing my PF. Over the last few years I have built a sizeable corpus in my MF portfolio. Sainik Wealth has been managing my portfolio well and I consult them occasionally if I have any doubts over any financial matters. I don’t like to complicate my life with additional burden of having to worry about my finances and I feel it’s better to consult professionals even if it means paying a small fees. I feel Srihari sir being an Ex serviceman understands our needs better and that makes me connect well to them.
