I am very happy to deal with Dynamic Wealth Management because of their speedy responses and flexibility. Receptive to new ideas at the same time always suggest good products. Easily contactable and I always recommend DWMC for my friends. Great Experience since 2011.
Before I met Sathish, I thought I had already done with 100% on my financial planning. After i met Sathish, I understood that the planning that I had made earlier was not even meeting 10 to 20% of my retired life. Also I was able to specifically address on the investments for my goals like retirement planning, kids education etc. Even after Sathish has given his financial planning, I was currently able to execute 75% of his plan and in the next two to three months i should be 100% on the plan given. Earlier there were investments made by me but no proper monitoring of the same. whereas now sathish has given me the option of monitoring the investments grow.
Sathish is a very proactive and knowledgeable financial planner and always try to go extra mile to help his customers. I highly recommend him for financial planning.
Sathish takes care of all my and my family’s mutual fund investments. Rarely, have I seen a person so passionate and knowledgeable about explaining varied investment opportunities. I like his sincerity and honesty in his dealings – very important attributes to me – when I want to invest my hard earned money.
I wish him the very best
I met Sathish by accident 4 years ago when I was signing up for a SIP of a mutual fund. Now he manages my entire MF portfolio. He is a very knowledgeable and trustworthy person. Living abroad you need somebody to take care of your portfolio while you are away and in sathish I found a man you can bank on.
Sathish takes care of all my investments and Portfolio. He is well versed in investment portfolios; also, he has been consistent in his advice. I can confidently recommend him as an effective Investment Advisor.
Sathish Kumar has been my financial advisor for almost 5 years now. I receive genuine, unbiased advice on Investments.. His investment suggestions have been fair, backed up by proper analysis. He has always demonstrated sound financial ability. After talking to him on various investment recommendations, I felt that investing through him was a good way to put some money away and let it grow without me having to deal with it frequently. The WealthOffice portal, and Value added service offered by him is an wonderful tool to track your assets, investments and insurances. I highly recommend him to anyone who wishes to come out of their financial mess and to build a better financial future.
"Sathish let me know where I stood in terms of my financial objectives and showed the right approach towards investments. He doesn't sugar-coat his words and let the
truth hit us on the face. It may be a bitter pill to swallow initially, but the fruits of his wisdom are sweet, indeed"