A big thankyou to all our clients.
Contact us-
Call: +91 9819 558 975, 9890 042 180
Email: connect@sbfinancialwellness.com
Visit: https://t.co/HFQu3VpC0z#sbfinancialwellness #FinancialWellness #MutualFundDistributor #GratefulClients pic.twitter.com/0QYMP44BR9— SB Financial Wellness (@SBFinancialWel1) March 26, 2024
Long back my wife’s suggestions, we invested in Mutual Fund through Mr V. Sudame, a retired highly reputed Senior Executive of LIC. We did some investment. Over a period of time we realised, he is just a right person who we needed. His in-depth knowledge, rich practical experience, availability, speed of response is commendable. But most importantly, he is customer focussed. Now we have increased our entire family investment, substantially and transferred existing folios also. His daughter, Renuka, having rich corporate experience has joined him and now they are into Financial Wellnessbuisness. We are sure our association will go long and take care of Financial Wellness of our entire family."
" Mr. Sudame is my former colleague. I have seen him growing from a jr officer to a very successful Sr. Executive. His nature of going to the depth of each subject, ever Learning approach, effective execution, and above all bursting desire of staying ahead of the game gave him great success. It was a job, now on retirement he has taken up a profession, and these qualities which brought him success in his job will take him forward. Now he and his competent daughter are running a company, SB Financial Wellness. I am sure they will stay abreast of all emerging trends and create Financial Wellness in thousands of families. Good Luck."
भारतीय मजदूर संघाच्या फायनान्शियल सेक्टरचा प्रमुख म्हणून काम केले तरी वैयक्तिक फायनान्स कडे लक्ष नव्हते. पण आमच्या सौं नी आमचे मित्र सुदामेंचा सल्ला घेतला हे आवडले. त्यांच्यासारखा अभ्यासू व प्रामाणिक सल्लागार विरळाच. ह्या विषयावर चर्चा होऊ लागल्या, अनुभव येवू लागला तसतसा विश्वास वाढत गेला. सौं नी गुंतवणुक वाढवली, पूर्वीची इतरांकडून केलेली ट्रांस्फर केली आणी नकळत मिही करू लागलो. आमचा फंडा सोपा आहे. बर्यापैकी रिटर्न मिळावे, कुणी विश्वासू , लक्ष देणारे व ऊपलब्ध असावे.
I was knowing Shri Sudame. SDM by name but had never met him though both were LICIANS. I had never tried and had no faith in investment in Mutual Funds. After my retirement in Nov 2016, I came to know that Mr. Sudame deals in Mutual fund investment as Advisor/ consultant. I requested him to visit my home for getting my doubts cleared in this type of investment which he readily accepted. This was in February 17. He guided me, cleared all my doubts. I invested some sizable amount for the first time in MFs. Since then, till today I have trusted him, and rarely his advice has backfired. My investments with him have given good returns barring current market fluctuations and in March 19 COVID 19 outbreaks. His suggestion to invest via SIP have given good returns. He is very punctual, well versed and has deep knowledge on this subject. I wish him success in launch of own website.
माझ्या वडिलांच्या आग्रहाने सिप सुरू केली. काय करतोय काहीच माहित नव्हते. पण संपर्कात आल्यावर खूप माहिती मिळाली, पुढील 50-60 वर्षांचा विचार केलाय हे पाहून भारावून गेलो. रिटर्न छान आहेत, श्री सुदामे व रेणुका ताई सदैव उपलब्ध व सपोर्टिव असतात. गुंतवणूकीचे महत्त्व कळाल्याने करण्यात उत्साह येतो. सर्वांनाच असे सल्लागार लाभो. मग काय फायनान्शियल वेलनेस अशुअर्ड.
