Testimonials

Thank you for giving me the knowledge of what a financial planner can help me within many things. Whenever we are doing 1 2 1 it is going really interesting. Thank you so much for the Support.

Mr George is very knowledgeable about the financial services he offers. He provided very fast and professional service to me when I approached him with a request. He is also very diligent in following up and ensuring that the customer receives the account statement and other documents in a timely manner. Thank you sir for your excellent services!

I was totally clueless when it came to investment portfolios and as an NRI, I was always hesitant to enter into mutual funds and such ventures in India. George sir explained everything to me in such a simple manner that i was amazed that I could understand all the basics. His knowledge base is huge, and his experience is very vast, so if any one of you is thinking about taking the plunge into the investment portfolios in India, George Sir is the man!

Having a deep knowledge on all investment options and products you stand apart in the field of mural fund distributerse will recommend your services to my friends and professional circle

My son was hesitant in taking an SIP and we wanted him to not let his income to be idle. Our efforts to convince him didn't bear fruit. George meticulously explained the importance of having even a small SIP and his approach convinced him and he's now part of it and I only have George to be thankful

George Jacob Sir has been an incredible mutual fund distributor. He possesses a deep understanding of the market and has helped me navigate the complex world of investments. With his expert guidance, I have seen my portfolio grow steadily over time. George sir professionalism and dedication to his clients truly set him apart. I am grateful to have him as my mutual fund distributor!

With bank rates going down and inflation going up, I needed an alternative for my investments but I had no clue how to go about with mutual funds. Adv George Jacob the Mutual Fund advisor sat with me for more than an hour and helped me understand how mutual funds work and after careful deliberations and risk profiling helped me step into the world of mutual funds. A great and helpful person whom you can trust and seek help for investing you money in mutual funds.

George Jacob Sir is 100% professional & he has a through knowledge of his financial products. On his advise, my staffs joined in one mutual fund which gave them more than 20% Returns in one year time. He will not force any one to take policies but will give you correct details of the benefits and disadvantages of policies. If a person is not forcing you to take his product after a detailed presentation and Clearing all your doubts in that subject, definitely he will be an expert in that subject & you can trust him blindly. More over George Sir is answering all calls even after taking his policies & that is another quality of a sincere business man. So I blindly recommend George Sir for all financial products that he deals with.

I recently connected with George for advice on term life insurance. He was incredibly knowledgeable and patient, taking the time to understand my needs and answer all my questions thoroughly. Thanks to George's guidance, I feel confident I've chosen the right plan for my situation. Highly recommend him for anyone seeking insurance advice!