“Financial planning is like navigation. If you know where you are and where you want to go, navigation isn't such a great problem. It's when you don't know the two points that it's difficult”.
- Venita Van Caspel
Our Valued Partners
Current & Past
We are glad that our Investor Awareness Sessions at few companies and organisations, have brought in the discipline required for strong personal finances and we feel proud to get the praises from many that we have changed their lives forever through mentoring and hand holding!
Following are the names of institutions to name a few.
Veritas Corp (Previously Symantec, Pune)
Burckhardt Compression Pvt Ltd
Kirloskar
Pneumatic Pvt Ltd
Tech Mahindra Ltd
Endurance Technologies Ltd
Finolex Industries Ltd
Tata Motors Ltd
Testimonials
MR. YOGESH LAGHATE
Senior Manager, Tech Mahindra Ltd
"I have been associated with this Financial Planning firm and Rohit Bornarkar in particular for past few years. In our very first meeting, Rohit presented the concept of financial planning and its importance in our life by understanding our inflow, expenses, savings, goals and insurance planning. His thorough understanding/ knowledge of financial planning and his patience in handling our queries made me realise that I have met the right person in my life. Rohit made me realise that in attaining a goal, one may have to abstain from spending unnecessarily and restricting to a budget. And I always faced difficulty with that. Today, I feel that I should have met Rohit a lot earlier for financial guidance, but better late than never. I have all our goals covered and know exactly the funds I will be having at the time of realizing them. Thanks to the planning and thorough financial investigation by Rohit. I would strongly recommend this as the financial agency and Rohit as the financial advisor."