About Us

Site Stats

Content View Hits : 52871

 


Testimonials

Here's what our clients have to say about us:
(Names / Initials have been withheld & changed due to client confidentiality agreement however client location details are factual;

"The financial planning service provided by Transcend is simply the best. Kartik is an amazing financial planner and I did not know I was investing incorrectly until I took the CFP service" - DF, Mumbai
"Simply outstanding!" - SS, Mumbai
Excellent FP! - Dr. PSA, Mumbai
Hi Satish, Kartik,
Thank you so much for the detailed plan and I understand this better than what I did when we started. And thanks for the patience you exercised while dealing with my queries and rework! - ARM, Chennai
Hi Kartik,
Thanks for the exhaustive PFS document. It has addressed all the aspects of financial planning that we had discussed during our meeting.
GSM, Pune
Thank you so much for doing all this painstakingly. Much appreciate that. NA, Mumbai
Thank you for your note…..I just am unable to wait for the moment when the last line will come true!!!! Would be super if that moment also coincided with an early retirement plan, so that I don’t have to bother asking for leave approvals for mega-vacations.
NJ, Mumbai
Hi Kartik,
I wanted to thank you for the time that you had took for us during the weekend!
My wife and I are so satisfied with this meeting that we are talking to anyone who cares to listen. Looking back at where we started 3 yrs back and where we are now, I think there is quite a positive difference. We are now hoping and quite sure that this difference only grows as we move along in our journey.
We are now looking forward to the next steps discussed during our meeting and continue our journey towards 'financial independence' (is that the word you use?).
While we would continue to strive and fill in gaps of investment, please continue doing the good work of 'making the money work harder'!!
Thanks again!
Regards,
MA - Chennai