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Celebrating Eight Years of Customer Delight

It’s time for a “Celebration”!! We are EIGHT!! Eight happy years spent in laying the foundation, one faithful brick at a time.

Now that the groundwork is in place we believe that….

It’s our time to take flight and taste the sky!

On this happy occasion, of our 8th Anniversary we remember all of you who have been with us and helped us in our growth, through your love and support. This joy makes the success taste all the more sweet…

We are happy to share with you that we have added yet another office for our functioning at 4/45 Dheeraj Heritage, Fourth floor, S V Road, Opp. Milan Subway Junction, Santacruz West, Mumbai.

Now, here is something more exciting to share with you.

My Financial Advisor has been shortlisted in the following category:

Boutique Wealth Management Company India

(less than 50 employees)

This is the WEALTH BRIEFING ASIA AWARDS.

The Award Ceremony will be held in Singapore on the 6th of June.

As we move ahead, we look forward to your continued and long lasting relationship with us, because without you, every success will be incomplete.

Smart-workingly yours,

Team MFA

Review by Mr. Ketan Tanna feature editor of The Free Press Journal newspaper on Amar’s 4th Book- The Only Financial Planning book that you will ever need

Living in an era where India is expected to grow at a little over just 5% and where runaway inflation has made a hole in a huge majority of house-hold budgets, how does one can even think of financial planning? Where is the money to plan you might as well ask? But it is tough times, that financial planning could provide you with answers that you seek desperately.

To read the complete review click here: http://epaper.fpj.co.in/Details.aspx?id=26200&boxid=11322140

Thank You Letter from Amar Pandit

MFA adjudged Independent Financial Planner of the Year 2012 (Runner Up) 

Dear All,

Greetings!!!

We will complete 8 years as an organization this May. The last 8 years have been extremely eventful for us and we have grown from a team of 2 people to a team of 40 with offices in Mumbai and Bengaluru.

We have always had a unilateral focus in mind – to be the most respected and best firm in the Private Wealth Management Space. The belief was that if we are doing excellent work, people (the industry, our peers, media, etc.) would recognize us and hence there was no need to devote time on activities just so that you are on television or the media and so on. This meant that we had to completely focus on every activity that mattered to our clients and this is precisely what we tried to do.

The motivation and the biggest awards for us were the words of appreciation that our clients had for us. One very well known surgeon said, “I have complete peace of mind. My wife knows who to connect now and to get every possible information, guidance and help should something happen to me.” Another well known personality said, “My brother trusts you more than anybody else.” » Read more..