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
Naveen Rego’s financial advisory firm is known to be proactive, progressive, and reliable. They strive to be the new standard in financial guidance, creating significant value for their clients like me. My association with Naveen and his team dates back over a decade! Back then I had not come across any so-called financial advisor without the selling agenda! Naveen is the first of that kind! His Passion, knowledge, and a genuine interest in achieving the best for his clients is what makes him a truly professional Financial Adviser. His Financial planning and client goal alignment strategy is based on clear and simple fundamentals. What I have learnt from his approach is calmness, patience and continued focus on systematic investment. I am reaping the benefits of my Annual advisory engagement with him. I would highly recommend him to anyone wanting to achieve better financial planning and safe investments. You will not go wrong with/by him as your financial advisor!
Claudy Lobo, HR Strategy & Rewards Consultant; Middle East & Africa Region.
Mr. Naveen Rego has been my Investment Advisor for more than a decade. His credentials as an Investment Advisor are well-known in this part of the state. What I like most about him is the systematic approach to investment. Prior to giving any advice to a prospective client, he carries out a detailed analysis of client’s investment goals/objectives, risk appetite, saving capability, age etc., & considering all these critical parameters & in-depth discussions on pros & cons, he would draw up an investment strategy. He strongly believes that all the eggs shouldn’t be put in the same box & therefore his advice covers wide range of products/securities to ensure that fluctuation in one area of investment shouldn’t disturb the overall investment strategy. He through his regular interactions & quarterly review meetings ensures that wealth creation is progressing in the right direction to achieve the target by carrying out changes, as deemed necessary. He discourages commission based investment advice & promotes professional fee based model which again ensures unbiased advice in selecting the right products for any client which is a very rare quality. Over the years, I have had a very pleasant investment experience with Mr. Rego & the returns have been better than the traditional investments such as Bank fixed deposits & other normal investment options. Even during the last pandemic situation, his advice to remain calm when there was upheaval in the share market/mutual funds helped me in protecting my hard earned money.
P P Shetty – Site Director, BASF India Ltd – Mangalore Works (Retired)
Naveen has handled our investment portfolio, for a decade & more by now. I and my wife are satisfied with his services and have advised our son to follow suit! It all started with a couple of detailed initial meetings wherein he took stock of our financial status and lifestyle. Considering our future major expenditure milestones over our lifespan and risk appetite, he came out with a curated plan to invest in multiple financial products. During subsequent meetings, he reviews our holdings and proposes re-balancing the portfolio if required, considering the market dynamics and future trends. I observed that he handles our finances as if it is his own and many a time, convinced us to stay away from some unviable or irrational investment proposals put up by us! All transactions are smoothly handled without much hassle by his efficient and client-friendly staff. I also found the prompt support rendered during tax computation for filing IT returns to be excellent. His website gives us the real-time status of our investment, anytime and anywhere. Overall, I find Naveen to be a “genuine and trustworthy” financial advisor, to park one’s hard-earned money and have a good sleep!
Sushil Chandra M, former Group General Manager(Corporate Strategy), MRPL Mangalore.
"A big believer in Naveen’s philosophy. Unlike others, not showing astronomical numbers and enticing the wrong way!!… Naveen Rego and Team always rocks… wishing many more years of successful advising… “Making it big with caution and transparency”
Internal Audit Professional