Pay Premium Online
Useful Links
Downloads
Buy MF Online

Sample Report Format

Schedule A Meeting

Investor Awareness

Find Us On Whatsapp

Client Testimonials

Today, after quite a long time, I spent a few hours reviewing my personal finances. I went through those detailed monthly reports that you send me . And thought I must write to you and let you know how much I appreciate your help in managing my personal financial affairs .
From the very first day, many years back, that you introduced your company to me - till today - your attention to small details & your absolute, thorough way of working have helped me increase my net worth substantially.
Since my schedule at work has always been grueling , I wanted to have someone to handle my financial matters . I wanted someone whom I could personally trust , who was knowledgeable , ethical and professional. Am glad I handed over the responsibility to you. You understood my risk appetite well and have tailored your advice as per my needs. The results are evidence of the great work you and your team have put in.
Thanks again. And wishing you all the best. May all your clients benefit from your advice as much as I have. Jai Krishnan
Chief Executive Officer
Samsonite

Sunil has been advising me/managing my portfolio for the last 8 years, I have always received the right advice at the right time from him. He has helped to diversify my portfolio and helped to reduce the risk.Ramadurai Ramalingam
Managing Director - Product Engineering Head Accenture

I have had the pleasure of being associated with Sunil Ottur for over 8 years when he started as a client advisor at Right Horizons and moved on to take on more senior roles. During this time Sunil was my trusted advisor who brought in deep insights about both the market and my portfolio. He always kept my financial needs in his mind instead of steering me towards the next new shiny instrument in the market. I have always listened and trusted his judgment about the market and the way it has operated. I wish him good luck in his future Endeavours.Vivek Venugopalan
Founder & CTO
Fantain Sports Pvt Ltd.

I have known Sunil for over the last 10 years. As a financial planning adviser, Sunil has always made valuable and timely suggestions and has also brought some valuable investment options for me to consider. He is very knowledgeable on the market conditions covering all the financial instruments and how they will play out over what time horizon. As all of you know, in investment decisions timely exit is as important if not more important than the entry decision. Sunil covers the entire cycle. Needless to say, expertise is one part, but it is essential to have an investment advisor who is trust-worthy. That’s where Sunil scores high as he understands the needs of his clients well and never pushes them into investments that they are not comfortable with. I wish him all the very best as he starts his new venture.Madhavan Seshadri
Senior IT Exectuive

Sunil has been our financial adviser for over 10 years now. In that role, he is a trusted adviser and has always kept our best financial interests at heart, helping us walk the line between financial prudence and hi reward returns in our financial savings journey. As an independent financial consultant and entrepreneur, I am confident he will do exceedingly well with his skills and deep experience as well as industry insight.Anish Raju
Vice President HR, Accenture Services India Pvt Ltd

Dealing with Sunil was my first ever experience with any professional financial advisor. Sunil is very hands on, matured & evolved in his outlook towards investment advice's. I have observed that he has this unique ability to share investment opportunities based on specific individual profiles and requirements. He has always advised me prudently with detailed explanations on the logic behind every investment advice. He has been transparent & smart in all his decisions and this has also helped me in trusting him with his decisions, which reaped handsome returns for me.Stephen Pappen
Asst. Vice President, Customer Services, Reliance Jio.