What our happy customers say

Invest at ease have been patient…Even when we took ages to sign forms etc!...and never pushy with their products. We are looking forward to their help and support as we continue on our financial journey.

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Dr. B.L.Rathi 65 Paedetrician

We were in search of trustworthy , advisor who could explain investments in lay man’s language and make us Grow our wealth , and our search ended with Invest at ease …they talk my language and have helped us make in money..

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Dr R.D.Mukhija 65, Ex Prinicipal Medical College

As a retired financial planner, I knew what I wanted in regard to appointing my own financial adviser when I finished work. I wanted someone that was professionally qualified, a member of a professional association, someone who had experience with investments, and a background in accounting was preferable. I also wanted someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could..

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Ms. S Kakar 69, Financial Advisor.

I thought I would drop you a quick line to say a big thank you for all your support and advice over the last few weeks. The experience remained the most relaxed we have ever encountered and you have given us such confidence in both what you have done for us and also in our own decisions. Big thank you for helping us make our investments of over 25 years comprehensible and aligned more towards our goals…

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Dr Ashish Jaswal 64 Eye Surgeon

Team Invest at ease has become part of our family over last two years as they are friendly, trustworthy , transparent and over all provide GOOD advice...

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Rajeev Sawhney 42, IT professional based out of Singapore.

Coming for our annual meeting feels like going to the Spa. It’s like a cleanse and you feel better after..!

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Alka 41, Housewife

I had ended up buying all the wrong Insurance Plans (esp. ULIPs) & got burdened with high premium outgo every month. Invest at ease introduced me to Financial Planning & helped me restructure my insurance portfolio & differentiate between Investments & Insurance...

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Dr.A Gupta 32,Paedetrician.

We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us..

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Dr S Bhasin 67, professional

I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences

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A Sinha 42, Management Professor.

I feel more secure. I feel like someone is looking out for my welfare. Invest at ease worked out a plan that accounts for my age, expectations, and goals. It’s been right on track...

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Mr.V Shukla 38, Finance Professional