No theory...its my experience (A short story....a true story)
Whether things happen on schedule or not but my retirement from service (BPCL) happened on the dot. A huge money so much in cash which I never had in single lot. This is for my rest of the life time. It is not a luck to get this money, it is my hard earned money. But I am more lucky to identify a trustworthy processional and knowledgeable guide to protect, invest and nourish the fund. Yes I am lucky to meet Ms. Uma Kumaravelan, a certified financial planner running an exclusive office Oak tree at Powai, Mumbai. She has allotted three appointments each hour long on one -to-one basis. These appointments were meant a) to understand my monthly requirements, short & long term goals and the details of the fund received b) to understand my financial risk ability c) to educate me on various relevant financial planning d) to short list various schemes. Peacefully and satisfyingly I can say that I have done a clear and suitable financial planning and fully executed. We continue to interact online. Ms. Uma has undertaken full responsibility in providing end to end solution from planning to execution. Now I have started receiving pay-outs form various schemes. It is a long-term association throughout my financial journey.I feel financially well planned and have safe future. Thanks to Uma thanks to Oak plant. Wishing her all the best.
V. Natarajan.
Whether things happen on schedule or not but my retirement from service (BPCL) happened on the dot. A huge money so much in cash which I never had in single lot. This is for my rest of the life time. It is not a luck to get this money, it is my hard earned money. But I am more lucky to identify a trustworthy processional and knowledgeable guide to protect, invest and nourish the fund. Yes I am lucky to meet Ms. Uma Kumaravelan, a certified financial planner running an exclusive office Oak tree at Powai, Mumbai. She has allotted three appointments each hour long on one -to-one basis. These appointments were meant a) to understand my monthly requirements, short & long term goals and the details of the fund received b) to understand my financial risk ability c) to educate me on various relevant financial planning d) to short list various schemes. Peacefully and satisfyingly I can say that I have done a clear and suitable financial planning and fully executed. We continue to interact online. Ms. Uma has undertaken full responsibility in providing end to end solution from planning to execution. Now I have started receiving pay-outs form various schemes. It is a long-term association throughout my financial journey.I feel financially well planned and have safe future. Thanks to Uma thanks to Oak plant. Wishing her all the best.
V. Natarajan.
Director at asc Computer Grassroots Pvt. Ltd
I and my wife Shefali know Uma and her family for almost a decade. I got LIC Varishtha Bima Yojana Insurance through her. Thereafter she has provided us many Investment advices. Her after sales service is more than excellent. Since we have left Mumbai in 2008, we are truly dependent on her in sorting out all our investment related issues at Mumbai. She provides her service always with a smile. May Almighty bless her with more successes in her business ventures and also in personal family life.
Amitava Choudhury.
I and my wife Shefali know Uma and her family for almost a decade. I got LIC Varishtha Bima Yojana Insurance through her. Thereafter she has provided us many Investment advices. Her after sales service is more than excellent. Since we have left Mumbai in 2008, we are truly dependent on her in sorting out all our investment related issues at Mumbai. She provides her service always with a smile. May Almighty bless her with more successes in her business ventures and also in personal family life.
Amitava Choudhury.
Flight attendant at Lufthansa
Ms. Uma is a very honest and dedicated financial planner and is indeed very aware of the market, helping her clients to take financial decision. She's very patient and a keen listener. Her timely suggestion, keeping in mind her clients needs has indeed won my complete trust on her as a financial plannner. With regards to financial planning i have and would even in the future recommend her company for any financial suggestion or decisions
Sheeba Nair
Ms. Uma is a very honest and dedicated financial planner and is indeed very aware of the market, helping her clients to take financial decision. She's very patient and a keen listener. Her timely suggestion, keeping in mind her clients needs has indeed won my complete trust on her as a financial plannner. With regards to financial planning i have and would even in the future recommend her company for any financial suggestion or decisions
Sheeba Nair
CEO, OMNIMax India, www.omnimax.in
Uma, is a profilic learner and has been a wonderful client to service. She is understanding and very open to new ideas. She has always been ahead of her learning curve and offers very professional need based financial planning and also accurate taxation advice to her clients.
Nitin K Manaktala
Uma, is a profilic learner and has been a wonderful client to service. She is understanding and very open to new ideas. She has always been ahead of her learning curve and offers very professional need based financial planning and also accurate taxation advice to her clients.
Nitin K Manaktala
Promoter Director at Rhombus Consulting (India) Pvt Ltd
I first came across Mrs Uma as the spouse of my colleague. In due course, I came to know her as a professional. Her time management, diligence, good knowledge of her subject and service consciousness separated her from the crowd. She does a lot of jobs for us now and she has earned the trust reposed in her every time. I wish her all the best in her career.
Milind Joshi, CPCU
I first came across Mrs Uma as the spouse of my colleague. In due course, I came to know her as a professional. Her time management, diligence, good knowledge of her subject and service consciousness separated her from the crowd. She does a lot of jobs for us now and she has earned the trust reposed in her every time. I wish her all the best in her career.
Milind Joshi, CPCU
General Manager at Essar Steel
Uma is a very astute and erudite Financial Planner and investment advisor. She has always provided very useful advise to me on investment matters. Her inputs have benefitted me. She also takes abundant care to keep herself abreast of all the new developments in her field. These are in turn shared with clients like me. This enables us to stay at the forefront of all the new concepts in financial planning.
Ranjit Mathure
Uma is a very astute and erudite Financial Planner and investment advisor. She has always provided very useful advise to me on investment matters. Her inputs have benefitted me. She also takes abundant care to keep herself abreast of all the new developments in her field. These are in turn shared with clients like me. This enables us to stay at the forefront of all the new concepts in financial planning.
Ranjit Mathure
Finance Director at Kellogg
Uma Kumarvelan's has handled my personal financial investments for last 10 years. I am impressed with her integrity and independent out of the box thinking. She is keen learner and very sincere in understanding and meeting client's financial objectives. She has perseverance, balanced view and maturity reuired of a financial planner to provide independent, comptent and unbiased opinion for solving client's financial planning needs. I strongly recoommend her as a financial planner and wish her well for future.
Anoop Sharma
Uma Kumarvelan's has handled my personal financial investments for last 10 years. I am impressed with her integrity and independent out of the box thinking. She is keen learner and very sincere in understanding and meeting client's financial objectives. She has perseverance, balanced view and maturity reuired of a financial planner to provide independent, comptent and unbiased opinion for solving client's financial planning needs. I strongly recoommend her as a financial planner and wish her well for future.
Anoop Sharma
Oak tree and Uma came into our lives at the right time. My wife and I are working professionals and assumed we were right on track in terms of finances and investements. Alas! we were wrong. A chance meeting with Uma got us thinking. After a series of discussions and meetings with her, we finalized our milestones. With these milestones, we started to plan, save and invest which included lifestyle and attitudinal changes. The journey was a huge challenge and there were times when we wanted to quit but kept up to it. In a year's time, my wife and I are proud to have completed two of the three milestones and are planning our next set of milestones". Thanks to Uma and Oak Tree.
Mrs and Mr. Shende.
Mrs and Mr. Shende.
