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“Ratnasri has played a vital role in my Family financial well-being. At a crucial juncture in my life, where emotions played a bigger role over financial decisions, Ratnasri through her number crunching, articulated so well, the right decision to make when me and my husband were at crossroads – not knowing what to do. I really appreciate the extensive research and legwork she had done in a span of 1 week. She is very meticulous and articulate in her presentation and has a very proactive approach. Some of the critical financial decisions I made is because of her which I don’t regret at all. Thanks Ratna, for being there, I would highly recommend your services to anyone who is out there wanting to financially secure their future”.

Thanks for being so prompt in providing options for investments and advice. I am inspired to save more with such prompt advice. Before this, I saved in a casual way, kind of clueless about returns and so on. Women have different ways of understanding security and so on this is a good service for us.

“Ms. Ratnasri Karra is highly competent in her professional capacity, and at the same time, warmly human in her approach to her lady clients. A privilege to work with her. “

"I have been Ratna’s client for around 4-5 years now. She is responsive and a good guide for people who are apprehensive about investing in anything other than FD-s, as I was when I met her. What I like is that she intuitively understands that money management is more emotional than rational, and hand-holds you gently, by telling you what you are doing right and what you can improve on."

We were fortunate to have some savings and had got some investments started on our own. All our investments were done by doing our own research and mostly investing in Mutual Funds which showed most growth based on articles available online. We were randomly investing without understanding the process and our portfolio was not fool proof to the changing vagaries of the financial market. While we saw marginal gains on our investment, we never understood the true potential that could be unleashed of our savings. After multiple interactions with Ratnasri and understanding her way of functioning and satisfying ourself that our investments would be in safe hands, we engaged her services. Ratnasri spent quality time with us understanding our way of life and our goals before starting our investments. The goal-based investment exercise was a good introspection for us and we actually understood where we stand in terms of our financial goals. The regular review meetings put us at ease knowing well that all our immediate and long-term goals are being attended to and enables us to focus on other aspects of life. The review meetings are something that we look forward to as an opportunity to learn from her and also get the good vibes that she naturally emits! By her very nature, Ratnasri adds immense value and ensures that the true value and potential of our savings are unleashed in a sustainable manner.

For a novice like me, who was absolutely clueless about being aware of my financial status, responsibilities, and savings, Ratna came as a savior. A true friend and guide. She has meticulously examined my finances and advised me with various options conducive to my requirements. Her expertise in this field is highly commendable. She has prepared a document summary of my investments with all my expenses, income and insurance. Moreover, Ratna updates me regularly with her insights and provides feedback on my existing investments. I have complete faith in her and I totally believe that she provides the right guidance. and helps us in such a way that our savings multiply. I feel privileged and completely at ease with her. Any day, any time, I would strongly recommend Ratna as one of the best financial advisors.

I am a Financial Advisor myself and despite my extensive expertise in the area of personal finance, I was facing a severe liquidity crunch. Ratnasri has been instrumental in helping me identify various ways to increase my liquidity and ensure that my family finances have grown 4 fold. She has made me look at my finances differently, decrease my liability by more than 50 % and increased my liquidity by over 35%. A wonderful feeling of financial freedom thanks to Ratnasri Karra..