Review Time
The continuous support and guidance in my whole insurance journey be it choosing a good health insurance or a term insurance, is what is pretty commendable with this organisation. Moreover, a shout out to Shail for patiently answering all my queries and giving the best possible solution.
It’s been 2years with Banyan now and I wish I knew Puneet and Anubhi earlier so I could have started my investments earlier on with more clarity and confidence. The team made me learn a lot about investments as well. They took my knowledge from beginner to intermediate now and I am very happy I got the right team to handle my investments. I have referred many of my family and friends to take health insurance with Banyan bcoz they know how to handle the entire process. It’s hassle free for us.
The continuous support and guidance in my whole insurance journey be it choosing a good health insurance or a term insurance, is what is pretty commendable with this organisation. Moreover, a shout out to Shail for patiently answering all my queries and giving the best possible solution.
I’ve been associated with Banyan FA since its very beginning, and I can honestly say that Puneet and the team have been true partners in my financial journey. Over the years, they’ve provided me with invaluable support from investment planning and financial advice to tax planning for both the UK and India, along with offering thoughtful insights on various investment products.The advice I received during my early years was especially important in helping me overcome bigger financial challenges later in life. What I appreciate most about Banyan FA is their professionalism, commitment to client confidentiality, and transparent, honest approach. They genuinely take the time to understand my goals and always provide solutions that are tailored to my needs.Puneet and his team have gone above and beyond for me, particularly when it came to navigating the complexities of tax planning between India and the UK. Their expertise and guidance in choosing and finalising tax-efficient products made what could have been a stressful process so much easier.I wholeheartedly recommend Banyan FA to anyone looking for reliable, professional, and personalised financial advice. They’ve been a cornerstone of my financial freedom journey, and I’m so grateful for their continued support and exceptional service.
Associated with BanyanFA for now almost 2 years . I would say my finances were all messed up , but with advise and guidance by Puneet , i was able to come on track with my finance and the journey continues.With Pallavi taking care for the health insurance part.I would strongly recommend the team.
I reached out to BanyanFA for insurance needs. BanyanFA handheld, guided and did all the paperwork. I find the advice trustworthy, and in the customers favour. Before Banyan, I talked to couple advisors and found hard to validate what they say (always found some or other red flags). When I talked to Puneet, the feeling was totally opposite. I would recommend their service for anyone looking for advisor but finding it hard to trust.
My experience with them has been exceptional. What i appreciate most is the honesty in their approach. They don't just move money around;they explain to you why they are doing it.Since joining my portfolio has seen steady growth.In short they are professional, Transparent, and result Driven.Their online portal is very user friendly and it is easy to track my progress. I highly recommend them.
I'm connected with the company for last 10 years and my outlook towards investment has changed. Their deep analysis into my profile and my needs has always provided me a very personal support. Despite the breadth of the business I always felt I was taken care of personally. Some disclaimers were upfront and the value of those disclaimers keeps coming back on every crisis. Their motto os no quick buck but standing by a deep rooted philosophy to build wealth. They have associated business les other than investment and I come to Banyan as a one stop shop for all my needs of investments, insurance and tax matters. I owe Banyan huge thanks and wish them much success!
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BanyanFA is a professional personal finance firm specialising in all financial solutions required for an individual. These includes Investments, Taxation, insurances in areas such as Health, Life, Motor, Home & Travel.
Our team comprises of professionals like CAs and Finance post graduates with over two decades experience under each of the categories.
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