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Testimonials / Feedbacks from our Investors

"At 52, I was worried I'd started retirement planning too late. Bhavesh Bhanushali didn't judge — he calmly assessed my current savings, expected pension, and lifestyle needs. Together, we built a step-by-step plan that doesn't require me to sacrifice my present for the future. What I appreciate most is the trust — he explains every decision, no pushy sales tactics. The financial anxiety I carried for years? Gone. If you're nearing retirement and feeling lost, these are your people."

— Mangesh Bopardikar
12 Oct 2023

"Switched from a large bank's wealth management service. The difference? Here, my relationship manager actually knows my file. Kapil Kalal remembers my goals, follows up proactively, and doesn't disappear after selling a product. The personalized attention isn't just marketing talk — it's genuinely how they operate daily."

— Gajanan Bhutkar
21 Nov 2019

"We're both 48 – felt slightly late starting serious retirement planning. Mrs. Poonam was realistic without being alarming. Built an achievable plan we can stick to without drastically changing our lifestyle. The goal-planning tools on their website helped visualize targets clearly. Good balance of ambition and practicality."

— Arun Sonawane
25 Jan 2021

"Been investing since 2008 – thought I knew everything. Supreme Wealth showed me several blind spots in my portfolio. Too much overlap in mutual funds, unnecessary risks in equity allocation. Mr. Bhavesh rebalanced everything without ego or judgment. Even experienced investors can learn something here. Humbling but valuable experience."

— Rachit Vohra
23 Nov 2016

"As a doctor, I earn well but have zero time for financial planning. Supreme Wealth's structured four-step process removed all the mental load. They handle everything — I just review quarterly reports. PMS portfolio doing well, tax planning sorted. They respect that my time is limited. Perfect for busy professionals."

— Dr. Balasaheb Shinde
2 Nov 2024

"Switched to Supreme Wealth for PMS after a disappointing experience elsewhere. Kapil Kalal took time to understand my investment objectives before recommending anything. No pushy sales, just honest guidance. The monthly updates are detailed, and my portfolio's performing better than expected. Wish I'd found them sooner."

— Ajit Danve
22 Oct 2022

"Returned to India after 12 years in Dubai. Had savings but zero knowledge of Indian investment options. Mr. Kamlesh Kalal’s experience with NRI clients showed immediately — he navigated taxation complexities I didn't even know existed. Portfolio structured within weeks. Couldn't have managed this transition without their expertise. Truly grateful."

— Ankit Jain
7 Oct 2021

"Living abroad, I needed a reliable way to manage my Indian investments. Supreme Wealth's NRI services are spot on. The website is my lifeline — it loads fast even from overseas. The client desk is organized perfectly. It feels good to have trusted advisors back home in Chh. Sambhajinagar."

— Sadanand Jagtap
05 Mar 2020

"Planning for my kid's education was stressing me out until I met the team at Heena. They mapped it all out. Their online portal lets me see the growth in real-time, which gives me so much peace of mind. The site is secure and easy to use. Thank you!"

— Shruti Talwar
09 May 2024

"The onboarding process was smoother than I expected. Once I got my login for the client section, tracking my mutual funds became so easy. It's a relief having everything in one dashboard. The site feels secure, which is huge for me. Great service from Suraj Choudhary and the whole team!"

— Akshay Deshpande
7 April 2018

"Before coming here, my retirement and my child's education were just vague worries in my mind. The team at Supreme Wealth turned those worries into a structured plan. They calculated how much I realistically need, how many years I have, and how much I should invest every month. We review the plan periodically and make adjustments when my income or responsibilities change. That ongoing support from Poonam has given me a lot of peace of mind."

— Varadrajan
23 Sept 2022

We are a AMFI ( Association of Mutual Fund in India) registered MF Distributor vide ARN : 108192. We provide investment services to our clients, incidental to our primary activity. You can check the list of all mutual funds where we are acting as a distributor – fundlist.

We do not charge any advisory fees or transaction fees – directly or indirectly, because we earn commission from the funds which we distribute. You can check the commission disclosure sheet here at Commission Disclosure Although we take our best attempt to ensure the suitability of the product being sold to you, but the same may not always be in the best of your interest.