Mr. Suresh Srikantaiah
Designation: AGM – R&D at C&S Electric Ltd, Noida, UP, India
Associated Since: 2006
✅ Financial Challenges Faced Before Associating with Wealth Munshi:
- Lack of discipline and consistency in staying updated with his portfolio and investments.
- Difficulty in keeping a track of investments spread across multiple entities.
✅ Best Experiences with Wealth Munshi:
Understanding Customer Needs:
Wealth Munshi demonstrated a deep understanding of Mr. Suresh Srikantaiah’s financial requirements and goals, providing tailored recommendations that best suited his needs.
Wealth Munshi’s recommendations were highly regarded by Mr. Suresh Srikantaiah, as they provided him with the best options for his financial growth and security.
Mr. Suresh Srikantaiah commended Wealth Munshi for their disciplined approach in following up tirelessly with him, ensuring that he stays on track with his financial plans and goals.