My association with Naveen goes back to 2002 in Mumbai, when I picked him up as one of my associate trainers. He travelled across the country to train distributors on mutual funds and financial markets and was always appreciated by his class. He took the call many of us Mumbaiites dream of, but never take. He returned to his home town Mangalore and set up his financial advisory business from scratch. Today he is one of the largest and most respected independent financial advisors in the country, known for his commitment to clients. And he continues to train for CIEL, with the same enthusiasm. It has been inspiring, knowing Naveen and following his growth through the years!
"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
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