Why Us

  Testimonials

 
 
Our Professional experience includes Associations with Prestigious Businessmen, Local & National Entrepreneurs & Corporate People all over Mumbai including well known personalities from the entertainment industry
   
 
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Sudhir Mundkur:

I am an Information Technology professional; I have been using Financial Planning and Investment Planning services since around a decade. They take genuine interest in securing my future, Provide sound and practical advice, they give a personal touch and flexible approach. Due to these reasons I would definitely recommend their service to people.

When I first met Anil Manuja, he made me realize that I was grossly under-insured and did not have sufficient savings although quite advanced in my career. He helped me plan my finances over the years and today I believe I am adequately insured and well-invested to secure the future of my family and myself. It is through such an experience I realized the benefit of working with Strategic Financial services.

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Karl Dadrevala:

Mr. Manuja has been advising me in Insurance Planning and Mutual Funds Investments for several years. Strategic Financial services gives advise based on need and after careful analysis, they follow through on proposals and reverts on reviews, making adjustment as needed.  They also appreciate the investment risk appetite of the customer and plans advise accordingly.

Anil has proven to be a reliable and trustworthy adviser, and the relationship has grown beyond merely professional and need based to one based on trust and performance.  During the last review, they helped me to discover the inherent resources / value of my insurance policies by structuring low cost loans, to help close out a high interest rate housing loan. This helped me to realize the value of investments built up to date with Strategic.

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Sridharan R. Patrachari:

In the field of training and consultant in freight forwarding business. I have been taking financial planning leading to retirement benefits services from Strategic Financial Services over 10 years.  They have a basket of services that suits the need of the hour as well as future.

They are thorough professional, very sincere and committed to the people who are availing the service.  I also found him very humane.  Always eager to learn more so that can offer better solutions. With the so called recession affecting our regular income,  I was about to take a desperate decision which I thought was best at that time.  But Mr. Manuja spent a considerable time with me which made me look at things on a long term benefit rather than a short term benefit.
     
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Financial planning would be a lot easier if changes in life were predictable such as marriage, births, deaths, divorce and new career opportunities --- but they are not.

A sound financial plan however can provide peace of mind for you and your family so that no matter what life changes, you experience your financial future is secure.

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