Client Testimonials

  • Meenakshi Iyer (Lawyer & Partner of Advaya Legal
    I met Prashant Thakkar of Beyond Wealth around 8 years ago by chance. He has been of great help to me for managing my finances. His services are very prompt, professional and highly efficient. I am truly happy with the services provided to me till date, whether it is insurance or mutual funds.
  • Uday Mathur Managing Director of EuroKids International Ltd
    Prashant of Beyond Wealth has been my Financial Advisor for many years now. He understands my requirements and I find him to be diligent and resourceful.
  • Prasanta Kumar Sahu Senior Software Engineer of Lloyds Bank
    Really it is a great experience to work with Prashant. His advise, user friendly service, helping nature at any time, guidance in right way and financial management is excellent and greatly benefited. I am feeling lucky that I have got the right person to look after my financial matters. I will not hesitate to recommend any friend/colleague to approach Prashant Thakkar & Co. for any financial management advice. Hope we will continue our relationship forever and all the best for your future.
  • Udit N. Bajpayi Hub Chief Technology Officer of Reliance Communica
    It is indeed a matter of great pleasure for being connected with Prashant Thakkar and his wealth management firm from the past three years. The services offered in investment decisions were quite valuable and meaningful. His frequent updates through mails and calls about portfolio valuation, new opportunities is additional value addition for me. The most important and unique selling point about Prashant is -- his commitments are credible. I wish him great success and good luck.
  • Vijay Thakkar Businessman
    I have been with Prashant for more than 6 years now and I am very happy and confident of his steady and professional handling of my portfolio. I really appreciate his personal caring and professional advice. His investment advice is mainly based on customer's interests and needs. I'm glad our paths have crossed and am looking forward to a long future with Beyond Wealth.
  • Praveen Paulose Director of Celusion Technologies Pvt. Ltd.
    Beyond Wealth has always given us high quality services for all our investments and insurance needs. The convenience provided in completing documentary formalities stands above other wealth consultants.
  • Chetan Thakkar Director of Moviez Adda
    It is a real pleasure for me to give a testimonial for Prashant Thakkar of Beyond Wealth. I feel that he is someone I can completely trust. I have always been impressed by his honesty and great interest he has taken in my welfare. I have been delighted with the timely and accurate advice I have been given over a period of time and have the utmost confidence in the personal and friendly service received by him. Thank you for your guidance and professional concern.
  • Arun Menon Engineer at Speciality Sintered Products Pvt. Ltd.
    Prashant of Beyond Wealth has assisted me in my financial planning. He has always been thoughtful and insightful with regard to my needs, rather than his own. I have been very impressed with his ability to combine an extremely high level of professionalism, with genuine warmth and caring for my needs. It has been and will continue to be a great pleasure to do business with Prashant and I look upon him as not only an advisor but also a trusted friend. I heartily recommend him to my family and friends.
  • Gurpreet Oberoi Senior Consultant at Capgemini
    It has been great to be associated with a sincere financial advisor like Prashant Thakkar and my association with him is for last 7 years. It’s not just me but due to his excellent customer service the association is extended to my family members too. The suggestions and investments by Prashant have been fruitful to me and I continue to trust his knowledge in financial matters. I wish him success and looking forward to his services and suggestions in future too.
  • Hitesh Parikh Project Manager at Tata Consultancy Services
    Best in class service, I really appreciate your timely help when I bought my flat last year and was badly need of money. You redeemed my entire Mutual fund portfolio on time and availed me maximum benefits in short time with changes in bank details. Last June market was on peak and you availed me maximum benefits. I really appreciate your timely help.
  • Ganesh Viswanathan Director [Finance] of EuroKids Group
    I wish him more success, prosperity and glory.
  • Amit Vora Proprietor of Chaintech Systems
    Prashant has been our financial advisor for many years now. He regularly tunes my portfolios to maximize the returns. He is experienced, professional, a good friend and a trusted confidant. I heartily recommend him to my family and friends.