Hi, I'm Sandip, currently employed with DE Shaw & Co. as senior specialist in the engineering team. I have pursued my graduation in computer science and post-graduation in user experience design from IIT Guwahati. As I was progressing to a different stage of my life and being a follower of Warren Buffett, I realized the importance of the fact “Do not save what is left after spending; instead spend what is left after saving.” So, I started my research on various financial instruments with their pros and cons. Also I’m fortunate enough to receive advice on personal finance from Prof. Anil Memon.
I have been associated with Confi and Ronojit from the initial stage of my career, when I was unsure of how to achieve my personal goals in life as it required a strong financial assistance. So, I discussed about my long term goals like, buying homes & cars, retirement savings, etc. to Ronojit with timelines. He suggested me on various investment options and came up with ways to mitigate the risk factors of my portfolio and increase the returns on investment.
I just wanted a hustle free solution to invest into the stock market, mutual funds and others financial instruments; and yes Confi has done a superb job by fully understanding my needs and helped to determine the right solutions for me which leads to high overall satisfaction scores from my end. The solutions offered by Confi are strategically designed and aimed at addressing investors' wide-ranging investment needs, including risk-tolerance levels, tax sensitivities and income in retirement. They believe the best way to make investors' goals a reality is through strategic asset allocation, manager selection, and dynamic portfolio management. That's what they offer with their total portfolio solutions that are called Multi-Asset Solutions.
'I was in need of a financial consultant who could understand my financial constraints and how risk adverse am I to invest. Confi has been always proactive with financial advice and am immensely gratified with the professional approach in setting up goals and achieving targets.'
Being with CONFI, has been a very enriching experience. With them I just feel like secure and in own control with my investments. In service contexts they deserve to be appreciated for their every small effort which gets delivered with utmost sincerity. Thank you CONFI.
What would have been the state of our mutual fund investments without the staunch support from your firm CONFI. I would like to thank you and your team for all the stupendous work and meticulous advice on our mutual fund investments. All the very best for the future.
My portfolio was in complete mess when I called Confi to streamline the same. Here I got to hear for them for the first time- Risk profiling, Time line and Tax efficient method of Investment. I am glad today that I took the decision to seek a more professional and deciplined approach of Investment..
Ranjit Da is a very trustworthy person. When it comes to financial planning then the only person we think of is him. He is synonomous to financial planning and investments. We have benefited a lot always thanks to his acute sense of understanding the financial market and his guidance at right time.
After my Spine Injury I am suffering from Paraplegia and have been restricted in many ways to lead a Normal Life. This is when I called Confi for advice and they very diligently reconciled and aligned my existing portfolio in respect to my changed circumstances and now I can safely Vouch that my present portfolio has been generating better returns. Moreover with regular updates and monitoring I feel that there is someone out there to take care of my investments. I have gained complete CONFIdence in Confi.
The company is engaged in providing systematic, end to end assistance, services and products that make you stand out in a competitive market.