I would like to share my experience with Tushar Patil. It was a coincidence that we met in 2010. Until I met Tushar, I had no idea about financial planning, and I had not planned anything for my future, such as my children’s education, their marriage, or retirement. Prior to 2010, I hadn’t made any investments except for a ULIP that was sold to me by my sister, who worked at Max, or some LIC policies. I thought I didn’t have enough money, and that whatever I earned, we were consuming the whole amount.

After meeting with Tushar, I first understood how important financial planning is in an individual’s life. I then learned how savings can be made from a limited income. This is when my journey of savings and financial planning began.

He also explained the importance of individual medical policies and term insurance, which we had always thought were covered by the company’s mediclaim policy.

This journey has given me fantastic results that I never thought possible. The whole process also taught me the value of compounding, and we’ve seen the results firsthand.

One more point: In the last 14 years, whenever the market fell, we considered withdrawing our money, but Tushar always advised us to continue our SIPs in the market, as it would help in the long term. And the same is happening today. After my experience with Tushar, I always emphasize the importance of financial planning to my colleagues and recommend Tushar’s name to them so they can get the best results from their savings and create true wealth through this process.

Hanish Jain
(Head Collections - Mahindra Holiday and Resorts (I) Ltd.)

I have known Tushar Patil personally for over 32 years, but it was in 2004 that we connected professionally when Tushar began his journey as a finance advisor. At that time, although I had started earning, I was completely clueless about financial terms, planning, and securing my future. It was during our first discussion on investment through LIC that I embarked on my financial journey.

As my career progressed, Tushar continued to guide me through each milestone, helping me with everything from medical insurance for my family to term insurance, mutual funds, and SIPs. His advice played a crucial role in securing the future of my family.

I would like to share one particular experience that truly stands out. My elder son suffered a severe burn injury in a tragic accident and was admitted to a hospital in Pune in critical condition. During this difficult time, Tushar went above and beyond, assisting our family with the insurance approval process, ensuring that we received the necessary support from the insurance provider.

Tushar's deep knowledge of finance and investment, combined with his timely and practical advice, has been invaluable to me at every stage of my life. I truly appreciate his dedication and expertise, and I look forward to continuing this long-term relationship with him.

Dr. Ritesh Nehete
(Director- Compliance at Gurucul and Indian Achievers Award Winner)

Working with Mr Tushar Patilhas been a game-changer for my financial future. Their personalized approach and deep knowledge helped me clarify my goals and create a clear plan. They always take the time to explain everything in detail, which gives me confidence in my decisions. Thanks to their guidance, I've seen significant growth in my investments and feel more secure about my family's financial well-being. I truly value their honesty, availability, and commitment to my success.

Dr.Nikhil Rane
(Consultant Minimally Invasive Thoracic Surgeon)

Mr. Tushar has been a thorough professional. We have been associated with him since 1995 and he has been instrumental in helping us gauge and capture the right opportunities in the Market.

As our advisor, Mr. Tushar has been exceptional to understand the intricacies of the market and advise on the key areas of investment. We have benefited a lot from his financial advice.

K K Chaturvedi
(Ex CEO TEMPTECH)