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Testimonials  
   

"A customer is the most important visitor on our premises. He is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us an opportunity to do so."- Mahatma Gandhi

We, truly believe that our existence is because of our loyal clients.  We would like to share what some of our clients say about us.

 
 

"Naveen has been handling my portfolio since the last eight years. Through that time I have learned from him how to be an astute investor. His advice is never exciting, but always grounding and is reaping rewards in the long term. Most importantly he has put my needs before his. I trust Naveen more than I would trust banks and others for this very reason."

Mr. Ashwin Rodrigues, Mumbai
Mumbai, Chartered Acccountant & Promoter of Rio Wines

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I have known Mr. Naveen Rego for over a decade and have personally benefitted immensely from his sound advice about my personal investments. His unbiased advice over the years has given us safe, timely and high returns. I have found him to respond immediately with my queries any time, sometimes even after Office Hours. I have also suggested his name to some friends of mine, who wanted advice about their particular situations, who have later on informed me about their satisfaction with the services offered by him. I wish him the Best of Luck for his all future endeavours.

Dr. K. S. Hattangady, Mangalore
Retired Executive from TATA Group Mumbai

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