Our customer reviews
I got my financial planning done with Shilpi and Prashant, and that completely opened my eyes. I had got it done earlier also but when Prashant and Shilpi did it, real financial planning came out only then. It took me 3-4 months to get through the whole process. I strongly recommend that anybody who has not got financial planning done by Shilpi and Prashant should immediately get it done.
Many of you ask me for my experience for Shilpi and Prashant and it was found to be excellent. They really do thorough job and provide really very apt solutions. Whole of the future cash flow is built and complete financial planning becomes extremely clear with all goals covered. 100% recommendation for all to go.
Their whole process and approach are very scientific from the way they take the information to the way they present. They devoted a lot of time in understanding me and my requirements. Left to oneself the execution of financial plan becomes difficult and hence you need someone to handhold and monitor.
Want to share my experience. Yesterday, we concluded our session for financial and insurance planning with Shilpi and Prashanth from NK Kothari.
Prashanth and Shilpi are wonderfully thorough people with genuine advice to give. They spent a great deal of time to firstly connect with us, and then to do their homework and research- to finally present a plan that feels truly personal and tailor made for us & our goals.
If any of you are sitting on the fence, I would definitely recommend you to go for it. It'll be one of the best steps towards financial and wealth clarity.
Me and my wife just finished financial planning engagement with Prashant and Shilpi. It's a must do activity for everyone if not yet done.! Got us complete clarity of our goals and how we can achieve them by leading a disciplined financial lifestyle. Those of you who haven't yet done it, get in touch with them today. It's something that you don't want to delay.
I completely agree with Siddharth ji. Our experience with them also has been exactly the same.
Apart from being highly underinsured, the final amount which we had to start investing monthly for making a separate corpus other than business, was almost 6 times more than what we had thought we should invest.
I would highly and absolutely recommend everyone to take their advice on financial planning. Anyone who wants to dm me, can do anytime.
Thanks a lot Rahul sir for connecting us with Prashant and Shilpi. I got a detailed analysis done through them on passive income and future planning. They are superb and amazing. Going ahead with implementation also.
Hello Friends, I recently concluded my financial planning consultancy with Shilpi and Prashant from NK Kothari FinServe. They were just great.
They provide an all-round approach to help you reach the goals and minimize the cost of your existing insurance.
Thanks, Shilpi and Prashant. Next task in line is to execute the plan shared. All the best 👍
Your professional, clear communication and genuine concern for my financial well being have made a significant difference in my life. I appreciate your tailored strategies which have maximized my investments and secured my Financial future. Your dedication to helping me reach my goals is truly commendable.
When it comes to organizing and planning personal finances, Prashant ji & Shilpi ji work is truly unmatched. My wife and I are recently married and felt it was time to start financial planning for our future. We had savings made here and there but it wasn’t very organized. Prashant ji formulated an in-depth financial roadmap for us after deep discussion with us on our aspirations and through understanding our present finances. The way they simplified investment for us made us really excited about our future prospects. I would heartily suggest them for anyone who wants to make their money work for their future and live a Relaxed life.
The journey of financial planning is beautiful and it actually need deep diving. This process of deep diving is such a self reflecting one that it transforms one in many ways.
I loved everything about this all the more because of Prashant and Shilpi and the ease with which they made us speak with them. I have taken the financial Services of NK Kothari FinServe Pvt Ltd & believe me I am really glad that I did. They have a brilliant team and it was a very comprehensive & detailed working that they did on my financial planning.
Please do avail of their services at the earliest to reach your financial goals at the earliest. Thank you Prashant & Shilpi FOR MY FINANCIAL GOAL PLANNING.
Happy morning to all, I am Nikhil Jain from Ludhiana, just completed personal financial planning with Prashant sir & Shilpi ma'am. I must say, it is really Intensive & provides in depth analysis of your existing insurance & investments with a detailed course of correction for the same.
The kind of research, analysis and detailing is mind boggling and brings clarity & discipline in your financial decision-making process for you & your family through proper action plan. I highly recommend and advocate that you must do it at earliest without giving a second thought.
Good morning, Friends, wanted to share my experience of Financial Planning. One of our batchmates of BCI Prashant and Shilpi are into financial planning. I met them during one of my courses and decided to engage with them. Following are my learnings:
1. "Disorganized" - To give them all the information they needed took me min 3-4 months, this shows our seriousness for Wealth Creation and how serious we are for our future.
2. "Holistic approach" when it comes to financial planning - biggest being understanding the mindset of my wife and me when it comes to investing.
3. Detail analysis of Life, Accidental insurances and gaps, I feel the biggest mistake we do here is being ignorant.
4. "Power of compounding" - We all live in today and same lifestyle, family, children etc. expenses 10 years from now are unfathomable.
5. As businessman we all need a number to work on "What do I need to do NOW, How much to Save and Invest for Financial Freedom."Prashant -Shilpi and team give you that... I would highly recommend them if you haven't done your Personal Financial Planning till now.
Thank you, Rahul Sir, for connecting us to Shilpi and Prashant Rathi.
I just got my financial plan created through them. The complete process took a lot of time for them and their team in understanding us and creating a financial roadmap for us. But what begun with a lot of questions in my mind has ended with complete clarity in my mind on what needs to be done and why. Their attention to detail is something to write about. From insurance analysis to goals and passive income each facet was understood not just by me but my wife too who doesn't have a finance background.
Her worries about financing future goals have now completely disappeared after financial planning session. I would definitely recommend my BCI mates to get this exercise done with them. Their knowledge and commitment are wonderful.
Another advantage I had was all my investments paper are now clear and updated.
I am delighted to provide a glowing testimonial for Prashant Rathi and Shilpi Rathi of NK Kothari, my trusted financial managers. Their expertise and dedication have been instrumental in structuring both my personal and company finances. Prashant and Shilpi have consistently exhibited exceptional knowledge and insight, tailoring financial strategies to my unique needs and goals. Their proactive approach and attention to detail have not only optimized my financial portfolio but also provided a sense of security for my family through carefully selected insurance solutions. Their professionalism, integrity, and commitment to my financial well-being have made them invaluable partners in my financial journey. I wholeheartedly recommend Prashant and Shilpi Rathi to anyone seeking expert guidance in managing their financial affairs. NK Kothari is fortunate to have such outstanding leaders on their team.
Good Morning everyone, I am Kavinder Singh from Ghaziabad. Through this message I would like to thank Mr. Prashant Rathi and Ms. Shilpi Bansal for Financial plan creation and advise on my existing insurance portfolio. Their complete process is extremely thoughtful and thorough. I had always wanted my spouse to take interest in managing our financial affairs but I was clueless on how to begin it. I must say that they helped not only in correcting some errors but also creating a start to finish roadmap for financial freedom. Their process is long but needed since it is about our next few decades. Thanks a lot Rahul Sir and Shilpi and Prashant for Financial enrichment.