You’ve found a genuine Advisor

Thus, From the minimal savings, being maximised to the current creation of a portfolio of 7 digit numbers with inclusion of all my family members to Disha Finserve makes me feel proud of my tension free asset creation for my loved ones. Today, I feel immensely heartened to be associated for the goodness, frank, timely advises on switches of funds, financial goal keeping that makes Disha Finserve a member of my family with additional secure features under the ambit of the regulatory bodies like SEBI, RBI, etc for their customised gestures. I look forward for my journey of stress-free wealth creation with the phrase “Let your money work for you, even when you’re asleep for you’ve worked for this money and for this peaceful sleep”.

Our journey with Disha Finserve and especially Mr. Prakash Hegde started with a very small investment in 2013. We found Prakash to be very knowledgeable and supportive in our effort to build a reasonable portfolio. His availability at all times day or night to answer queries and clear doubts reassured us and helped us to invest a sizeable amount in good asset building Mutual Funds. As a Financial planner, his understanding of the market movements and timely advice helped us to rebalance our portfolio several times according to the family needs. In the course we had recommended him to many family members who are all currently using his services. We had gone through the ebb and flow in the market without incurring too heavy a loss. He has helped us manage our liquidity requirements using the SWP model successfully. He has helped us to be well informed investors in the bargain.

We have been associated with Mr.Prakash Hegde for the past 13 years. Though it was an accidental acquaintance, we had never had to look back at our decision of investing through him. What started off as a small portfolio, steadily increased to an impressive one. He is a man of honesty, integrity and a lot of patience (which is very critical in dealing with clients). He is hard working and thorough in his dealings. We have seen him start his small venture in a two wheeler and have been part of his success through the past 13 years.

Keeping up with the technology, he has painstakingly built a website with the latest technological support which is a very impressive and detailed one. He has thorough knowledge of the various investment opportunities and can guide even a novice to have a profitable and wealth building portfolio. We wish him all the very best in his future journey in the field of investment advisory.

While I started my investment journey in a piggybank in my schooldays, it always made me ever proud that I am indeed in the right path of my savings journey and kept it a habit that I collected the piggybanks and stored them safely. When I completed my medical graduation I understood that the piggybanks savings will always be there for my hard times and shall cater to my needs. I also learnt from my Schools, Colleges that I should work more to earn more.

Thus, I attended several additional financial workshops (in addition to my traditional professional workshops) on learning how to work had and earn more and awfully realised that working hard should simultaneously looked upon the burden of protecting the piggybanks too. Then, I started savings in the Banks, FDs, RDs, etc which gave me interest on my savings and added to my proudness. I was also introduced to the world of Mutual Funds, Share Markets, etc while I began the realisation that while I am working hard for the money, my money needed to be working hard working hard for me as well.

It was also the experiences that you cannot be so easy while it comes to money matters. In this journey, I was incidentally introduced to Disha Finserve in Aug 2012 which was a reference from a reputed mutual fund company for an investment advisor. It was a mixture of feelings that I may be an experimental client with my money being tested for their investment studies just like how it happened in my previous financial schemes and thus I kept my investments as less as possible and kept it going with a dual approach in mind.

I kept my enquiries about the various funds simultaneously doing my homework for the of the funds, investment options, etc that was suggested by them and after the arduous milestones made me realise just one thing that I need not be so diabolical and can just rely upon the professional suggestions of SIPs, Liquid Funds, STPs, SWPs, Hybrid funds, Switches in the funds while the market keeps varying beyond my level of understanding.

Just like how I expect my patients to be relying upon me for some of my professional advices, I should learn to simply go for the various investment options available through Disha Finserve with a pinch of trust. I also realised that when they are the masters of correct strategy, research analysis, market study and innocuous client relationship, I had nothing to lose than to just look at that annualised returns giving me way more higher returns than that I would get from the banks, my professional endeavours and local financial instruments (which could be unethical and quite risky at times).Mind you, Money isn’t easy coming and doesn’t go so easily - It always impacts with its movements.

Thus, From the minimal savings, being maximised to the current creation of a portfolio of 7 digit numbers with inclusion of all my family members to Disha Finserve makes me feel proud of my tension free asset creation for my loved ones. Today, I feel immensely heartened to be associated for the goodness, frank, timely advises on switches of funds, financial goal keeping that makes Disha Finserve a member of my family with additional secure features under the ambit of the regulatory bodies like SEBI, RBI, etc for their customised gestures. I look forward for my journey of stress-free wealth creation with the phrase “Let your money work for you, even when you’re asleep for you’ve worked for this money and for this peaceful sleep”.

Our journey with Disha Finserve and especially Mr. Prakash Hegde started with a very small investment in 2013. We found Prakash to be very knowledgeable and supportive in our effort to build a reasonable portfolio. His availability at all times day or night to answer queries and clear doubts reassured us and helped us to invest a sizeable amount in good asset building Mutual Funds. As a Financial planner, his understanding of the market movements and timely advice helped us to rebalance our portfolio several times according to the family needs. In the course we had recommended him to many family members who are all currently using his services. We had gone through the ebb and flow in the market without incurring too heavy a loss. He has helped us manage our liquidity requirements using the SWP model successfully. He has helped us to be well informed investors in the bargain.

We have been associated with Mr.Prakash Hegde for the past 13 years. Though it was an accidental acquaintance, we had never had to look back at our decision of investing through him. What started off as a small portfolio, steadily increased to an impressive one. He is a man of honesty, integrity and a lot of patience (which is very critical in dealing with clients). He is hard working and thorough in his dealings. We have seen him start his small venture in a two wheeler and have been part of his success through the past 13 years.

Keeping up with the technology, he has painstakingly built a website with the latest technological support which is a very impressive and detailed one. He has thorough knowledge of the various investment opportunities and can guide even a novice to have a profitable and wealth building portfolio. We wish him all the very best in his future journey in the field of investment advisory.

While I started my investment journey in a piggybank in my schooldays, it always made me ever proud that I am indeed in the right path of my savings journey and kept it a habit that I collected the piggybanks and stored them safely. When I completed my medical graduation I understood that the piggybanks savings will always be there for my hard times and shall cater to my needs. I also learnt from my Schools, Colleges that I should work more to earn more.

Thus, I attended several additional financial workshops (in addition to my traditional professional workshops) on learning how to work had and earn more and awfully realised that working hard should simultaneously looked upon the burden of protecting the piggybanks too. Then, I started savings in the Banks, FDs, RDs, etc which gave me interest on my savings and added to my proudness. I was also introduced to the world of Mutual Funds, Share Markets, etc while I began the realisation that while I am working hard for the money, my money needed to be working hard working hard for me as well.

It was also the experiences that you cannot be so easy while it comes to money matters. In this journey, I was incidentally introduced to Disha Finserve in Aug 2012 which was a reference from a reputed mutual fund company for an investment advisor. It was a mixture of feelings that I may be an experimental client with my money being tested for their investment studies just like how it happened in my previous financial schemes and thus I kept my investments as less as possible and kept it going with a dual approach in mind.

I kept my enquiries about the various funds simultaneously doing my homework for the of the funds, investment options, etc that was suggested by them and after the arduous milestones made me realise just one thing that I need not be so diabolical and can just rely upon the professional suggestions of SIPs, Liquid Funds, STPs, SWPs, Hybrid funds, Switches in the funds while the market keeps varying beyond my level of understanding.

Just like how I expect my patients to be relying upon me for some of my professional advices, I should learn to simply go for the various investment options available through Disha Finserve with a pinch of trust. I also realised that when they are the masters of correct strategy, research analysis, market study and innocuous client relationship, I had nothing to lose than to just look at that annualised returns giving me way more higher returns than that I would get from the banks, my professional endeavours and local financial instruments (which could be unethical and quite risky at times).Mind you, Money isn’t easy coming and doesn’t go so easily - It always impacts with its movements.