I3 Wealth management is my financial advisor for the last about 5 years. The team is ably led by Mr Kaushik Bhanushali. I am very satisfied with the advice given to me. I am a small level investor but that does not matter. The attention given to me does not change. I take advice from i3 on MFs, insurance (both life and non-life), etc. They have never advised me adversely and have never had any loss. The team is always in regular touch with me and is able to resolve my queries satisfactorily.
I wish I3 and the entire team the Very Best! in their new venture.
Kaushik & his team take a holistic approach to an individual's risk appetite, goals, financial status and recommend suitable products. He has a good team of planners who are both knowledgeable and professional. They analyze every client's requirement threadbare and recommend the best options. The financial planner assigned to me explained the rationale behind his recommendations in detail, which helped me understand the efforts and thought process put in to each and every recommendation.
Whenever I have a query regarding investment options, I contact i3wealthmanagement and they always delight me with quick response and valuable advice.
in my past 3 years interactions with them, I have found the i3 team to be an extremely knowledgeable in financial services, proactive and customer friendly. I have found their ability to understand my requirements, risk appetite, my financial profile and develop an investment portfolio strategy, very simple, seamless and professional. For a busy working professional like myself, who is always short of time, I have found the i3 team to be very dependable to keep a track of my investments and promptly advise me of any new opportunities / changes that are required. As a result I am able to focus more on my career and let the i3 experts manage my financial portfolio.
II would highly recommend i3 Wealth management