Been in the BFSI industry for the last 20 plus years however never relied only Financial Planner and was always in to Direct Investing in SIP's based on recommendations from reliable sources.

So it was like investing without a well thought of plan, that’s where Shri Guptaji played a role in first understanding the current status of the portfolio and convincing the family why we require to think differently and stop worrying  about what our assets are performing. He introduced a Financial plan to take care of my Childs education first, followed by Health Insurance for the whole family followed by a complete retirement plan. So all our goals are taken care by him without worrying about how they would perform. You need to Trust your Financial Planner completely like your own family and that comes with the years of experience, thought process and the exemplary service that we get from Shri Guptaji.

Director at Retrophilies Private Limited & Managing Director at NY VFXWALA

It is without hesitation that I provide a testimonial for Pravin Kumar Gupta. I have been a client for Pravin Gupta for many years and he is a man with Great Integrity, work ethic, and one of the nicest persons. I Know Pravin GUpta also is committed to making this world a better place through his work. He is very Trustworthy and provides excellent service. Pravin Gupta has made the process of dealing with insurance easy and painless.  This is a process I normally dread but he made it easy.  He made recoomendation that no other agent has ever made all the while. Thank you for all your patient assistance during the state of confusion and helping me to bundle everything together. Also appreciate that you used your experience and expertise to help save money on the policies.

Thanking you for taking a great care of us and our insurance. Pravin Gupta have been wonderful person to work with. He is very mindful of customer satisfaction and has been able to provide insurance counselling and advice for myself personally.  He is very knowledgeable in his profession.  A great community booster, he likes to stay in touch with what's happening locally and you can usually find him getting involved in the worthwhile causes. I am glad to call him a family friend.

I would recommend Pravin Gupta to anyone without hesitation or reservation. Thank you and Good luck Pravin Gupta

I first met Pravinji through my father in law. Generally people like to keep friends of in laws at a distance, however Pravinji’s friendly nature and persistence in providing the right solutions endeared him to us and our relationship has only grown stronger over the last fifteen years.

Having seen his growth and success over this period has given us immense pleasure. We feel a member of our family has grown and become successful. Even after achieving so much success Pravinji has remained down to earth and grounded. He still strives to achieve more and is always looking for ways to improve his knowledge and understanding of financial products in order to offer the best solutions to his clients.

Personally he provided us the suitable solution for our requirement and for securing the future for our daughters and also helped in getting our mutual fund investments onto the online platform which made it so easy to track and monitor. (Earlier it was spread over multiple distributors and getting statements or tracking the values was a headache). He even provided the facility of viewing all our insurance policies at the click of a button.

We wish him all the best in his endeavours and pray that he achieves immense success in his journey of securing the financial future of the families he seeks to protect.

Service given by Pravin bhai is so professional & fast...I don't have to look into any documentation pertains to my father's death claim settlement.

The death claim settlement is done in a week's time. I highly recommend him.

Thanks a ton for your service Pravin bhai.

Regards,
Jimmi Patel

I truly admire Mr. Pravin Gupta’s domain knowledge and meticulous professional outlook and sincerely express my gratitude for being able to compile my LIC portfolio for my entire family with such efficiency – both on risk coverage and return aspects. His expertise in Health Insurance is tremendous and provide full support and guidance