First of all I would like to Express our Thanks to "YAMINI " for the financial advice given for us over last 5 years.i.e. after my retirement from BPCL.
"Passion, Knowledge and genuine interest in achieving the best for every client is what makes' YAMINI 'a truly professional financial advisor ". Yamini has this and more, that is what we think.....
As our financial advisor Yamini delivers exactly according to predetermined criteria and Invest according to our financial goals, time horizon, risk profile, circumstances and preferences.....
She provides comprehensive wealth management solutions based upon client needs, choices and priorities. Her advice in financial matters is always valuable and great supportive.....
She communicates us often and we trust her. she always does what we ask and she follows the investment strategy we worked together. She is transparent in everything she does. she doesn't sell you the hot investment ideas just because everyone else is recommending them.....
' YAMINI ' is not only a financial advisor but a very good human being too. We are simply grateful to her honest and high quality services to every client. Her dedication to clients, business excellence and education set her apart and we would highly recommend "YAMINI" to anyone wanting to achieve better financial outcomes.....
We started our mutual funds investment with a minimal contribution. We have come a long way to have a sufficiently secured financial future. The credit goes to Yamini Lokhande, who has stupendously planned a properly balanced portfolio to give us risk free returns on our investments.
Three cheers to her.....We wish her all the success in this future endeavor.
यामिनी मॅडमचा परिचय साधारण २०१४-१५ च्या सुमारास झाला. गुंतवणूक सल्लागार आणि अर्थनियोजक हे शब्द पूर्वी फक्त ऐकलेलेच होते, प्रत्यक्षात अनुभव कधीच नव्हता. किंबहुना, गुंतवणूक आणि भविष्यासाठी आर्थिक नियोजन या बाबतीत आमचं ज्ञान अगदीच तोकडं असल्याने (जवळ जवळ 'ढ' च!!) एखाद दुसरी एलआयसी पॉलिसी आणि बँक एफडी या पलीकडे आमची मजल कधी गेली नव्हती. यामिनी मॅडमना भेटल्यावर आम्हा दोघांचं सध्याचं उत्पन्न, खर्च, जबाबदाऱ्या, रिटायरमेंटला राहिलेली वर्ष इत्यादी सर्व गोष्टींचा विचार आणी हिशेब करून गुंतवणूकीचे योग्य असे वेगवेगळे पर्याय सुचवले. आम्हीही त्यांच्यावर पूर्ण विश्वास टाकून निर्धास्त झालो आणि त्यांनी या बाबत वेळोवेळी दिलेले सल्ले ऐकले, ज्याचा नक्कीच आम्हाला फायदा झाला आहे. जसजसा परिचय वाढत गेला तसतसा संवादातील मोकळेपणा वाढला (आणि त्यांच्या काहीश्या आक्रमक वागण्या बोलण्याची सवय होऊन गेली!!) आज आता आमच्या रिटायरमेंट नंतर आर्थिक आघाडीवर आम्ही कधी काय करायचं याचे निर्णय त्यांच्या सल्ल्यानुसारच घेतले जातात. त्यांची आणि त्यांच्या संपूर्ण टीमची मेहनत, जोश आणि कामातील तत्परता नक्कीच वाखाणण्याजोगी आहे.
पाचपाखाडीतील लहानश्या ऑफिस मधून आता ते सर्व मोठ्या ऑफिसमध्ये जात आहेत. तुमच्या प्रगतीचा आलेख असाच उत्तरोत्तर उंचावत जावो हीच परमेश्वर चरणी प्रार्थना आणि सर्वांना हृदयपूर्वक शुभेच्छा!!
नितीन आणि स्वाती भिसे
Passion ,knowledge and a genuine interest in achieving the best for clients is what makes Yamini Lokhande a truly professional Financial Advisor. I would highly recommend her to anyone wanting to achieve better financial outcomes Dr.Varsha.Rane
Yamini Lokhande has a very welcoming and professional nature who works with integrity to provide her clients with sound financial advice and guidance. I highly recommend her services.
-Dr.Milind. Rane
