Client Testimonials
Rachna has been guiding us for the past 4 years. From her only we learned financial terms. She has been excellent with her MF selection. It has been an upwards journey for us as a family as we have managed to create a sizable investment corpus with her right guidance. She also suggested us fixed deposits, mutual funds, National Pension Scheme (NPS) and PPF.
– Pankaj & Chandni Kapoor – Working Professionals, Chandigarh
Rachna was my go-to person for any kind of doubts I had regarding my financial matters. She was excellent with her explanations making it easy for a non-financial person like me to take more confident decisions financially.
- Dr Sujata Acharya, – Physiotherapist And Founder Moving Miles Physiotherapy Clinic
I would recommend Rachna for your financial-related needs. I really appreciate the efforts she took to help me understand the importance of investment and explained in detail about mutual funds. She also went out her way to hear me out and what my future goals were. Keeping in mind that I was completely new to the whole investment idea. She patiently guided me with a couple of options.
Thank you so much Rachna for giving me the confidence and helping me understand how to invest for my future needs
- Belinda Mendes, Professional Baker – Thane
Ms Rachna Koppikar conducted a very interesting seminar on investments and managing our finances in November 2021. This seminar was conducted through the Maritime Union of India – Women’s Wing. It was a very eye-opening seminar where one of the brilliant suggestions was to liquidate the gold that we hold on for years in our lockers and to buy Sovereign Gold Bonds instead. She also touched on various aspects of investments and answered all our questions and queries. Overall it was a very enlightening experience for our audience.
