At a time when I decided to invest and how to go about it, I reached out to Finsherpa and they were pretty responsive. They gave me fruitful investment advice which resulted in my savings substantially. I highly appreciate their services and have recommended to several of my friends/relatives as well.
Babu has amazing insights in to the Financial markets and he and his team tailor design the portfolio based on your needs and requirements. His Webinairs are insightful and give you better understanding of the markets. Best wishes Team Finsherpa.
A great team. Very patient in appreciating the issues and finding solutions. My experience has been very good. Wishing them every success
They are extremely professional in their dealings. Response time is great. Advice is relevant to my needs and profile. Trustworthy.
As their name suggests... they truly work as SHERPAs and help you scale and navigate the world of investing to help you achieve your life goals.We have been extremely happy with the services provided. The team (Miss.Sangeetha) have been very efficient, easy to interact and our on top of their game. We have built a good rapport with them over the past few years.Thanks to Finsherpa team and Mr.Babu ... we are off to a good start in building our personal financial well being.
Finsherpa is managing my portfolio very well for last few years. Mrs. Sangeetha who is point of contact at Finsherpa Bengaluru is of great help and is professional & prompt in her response.
Babu and his team at Finsherpa including Shridhar are extremely competent and good people. Babu understands the nuances of human behavior which makes him trustworthy and his indepth research and financial acumen is helping us over the years. Highly recommend Finsherpa
Finsherpa is my friend, philosopher and guide- when it comes to making sense of the material reality of life: Investments management! Babu Krishnamoorthy has been my guide for almost 15+ years.I appreciate his proactive approach, sense of balance and highly open- from the heart- conversations. I find that his team has similar qualities when it comes to getting things done thru their meticulous follow up, in-time reminders, and a state of preparedness for the various actions/transactions.Over all from the factors of Professionalism, Responsiveness,Qualitative processes and value for what you put in, I trust Finsherpa as my best ally!Keep it up Babu and Team!Raja Krishnamoorthy
It is hard to figure out the role of luck and skill with decisions aroud wealth management ....making it all the more important to pick someone with the credibility of Mr. Babu Krishnamoorthy. Has only one agenda which is to act in the best interest of his clients !
Babu , the man behind Finsherpa and earlier Pelican works with me since 2008 and has been handling my portfolio. As i write this , i am 100% convinced that he is one the few bests in the wealth advisory space today . I have been hugely benefitted , not just measured by increase in portfolio value , but in many other ways . His availability when you need to have a short conversation , his non aggressive ,pleasant , customer first approach surely will see him reaching greater heights. TRUST forms the core in any relationship , esp , when the intermediary is money !! Babu and Team Finsherpa have consistently gone beyond their agency interest and advised me only what is good to me customer . He is also a person with impeccable personal characters such as respect for customer , taking genuine interest in customer life issues and able to handle the privacy and confidentiality part professionally.Being a mountaineer myself , i u/s the value a Sherpa fetches to the team , and Babu undoubtedly is a Finsherpa who protects and guides your investment decisions.
Excellence in wealth management is what is Finsherpa about. Great service, timely advice & professional service is what I like about them.
A very transparent organization. Patient in trying to understand the requirements. Factual in feedback. Prompt in responding.
Mr. Babu,Mr. Sridhar and all at Finsherpa are extremely helpful and co-operative. I am elated and very satisfied to be a client of Finsherpa. Heres wishing them good luck and great success in future!
My investments are managed by the Finsherpa team for the last three years and I cannot have asked for a better management team to handle my Investments and guide me in the process. Good professional team, prompt in attending to issues and queries.
Dear Babu / Finsherpa,We know each other through Rotary for the past 6 years. And since last one year my wife & I became your client i.e. you became our wealth advisor..Passion, knowledge and genuine interest in achieving the best i.e. value creation for clients is what makes a truly professional Financial Advisor. You & your team had this and more. That said, we are absolutely happy with your service a d responsiveness. Your depth of knowledge, lateral thinking and your common sense approach makes us relaxed and comfortable with our money...One feedback...please set up scheduled review meeting with clients either quarterly or monthly if not done already...Keep up the good work..best wishes to you and to your team...Best regards,Baskar Natarajan
Very personalized and highly responsive. As clients, we feel comfortable sharing our silliest doubts and concerns with them as we know for sure they understand and appreciate our sentiments. Thanks, guys !!
Hi thereMy experience with Finsherpa is fabulous. Highly responsive and professional and of great valueHighly recommended
Good and fast service
Great financial advice for people who are not exposed to investments. Investment advisories are straightforward and honest ! Finsherpa has helped me plan my investments for long term goals.
It was a good experience
Finsherpa Investment Services has helped me immensely in managing my financial portfolio. From helping me invest without anxiety and clarifying doubts and questions that an investment novice like me comes up with all the time, they have always responded promptly and satisfactorily. Their regular reports and updates help us plan our goals properly.
I thank Finsherpa for helping me to come up with an excellent investment strategy. Your guidance has given me the confidence to achieve any wealth creation goal I set.
Finsherpa is a very sound investment organisation that has a good outlook towards investor wealth creation. I am pleased to be working with them and wish them the best ahead!
Good service
Babu is not only a thorough but a passionate investment advisor. My experience with him and his team is excellent and am very much satisfied.
Talented bunch and good environment and fabulous service they just make sure to add golden feathers to your financial path towards sucess
Babu Krishnamoorthy is a well spoken, highly articulated financial advisor. His passion for his work reflects in his speech.
Good guidance, good follow up, responsive at all times.
Great financial advice and wonderful customer service. Definitely recommended for any investments
The service was good.
Very courteous and efficient