They are sincere, thoughtful and professional . Throughout the whole period of working together, the advice that BM Fiscal has provided was always well-organised and straight to the point. There was no fluff and everything was transparent. Not only were there comparisons thorough and detailed, they uses clear strategies which always gives us very helpful suggestions on what we should and should not do.
We are pleased to have BM Fiscal as our adviser and fully entrust our risk management and retirement planning to them.”
CFO, Genpro Canada
I have known Ujwal for more than 35+ years, from being a CA student to a Chartered Accountant and Professional Investment consultant. Ujwal and his team at BM Fiscal have looked after our portfolio investment now for more than 12+ years and have done an excellent job in growing our portfolio consistently despite market volatility. BM Fiscal have demonstrated impeccable integrity and trust in working with clients and advising them on the market conditions. Their consulting will be hugely beneficial to Non Resident Indian community to manage and grow their Portfolio Investments with up to date knowledge about the Indian and global markets. They have also provided unique NRI- Financial and Administrative services to us for more than 10+ years which is a boon to parents living in India while their NRI children are living and managing financial activities remotely. I have no hesitation in recommending BM Fiscal to North American and other NRI community for their great value added services.
Head Actuarial , Bajaj Finance Ltd
If i use words like expertise, safe, satisfied, true and fair in terms of any portfolio management then i can only think of BM Fiscal... I have my portfolio being managed by them and so many times i have queries and my requirements keep on changing but they are always ready to help me and customize as per my requirement... thanks to the entire team.