Mr Yogesh Palekar, Software Engineer, Pune
Initially I had started investing in mutual funds for accumulating wealth for future but the investments that I did were not goal oriented. As I started reading and gaining some knowledge about the vast financial world I understood that all the investments that you do should always be goal based. Then I started searching for financial planners to plan out the investment strategy for me. I selected Mr Prakash only because of his vast experience in the financial domain. Prakash Sir did an exceptional job in laying out a financial plan for me. He also gave me the confidence that I can plan my retirement in next 8 years. He also made me realize how important it is to plan for children education what should be the realistic amount that I will need to plan for their education and how I should not over plan for it. Prakash Sir also helped me in planning for the insurance, mediclaim policies and also helped me to get rid of some toxic policies that I had purchased earlier due to lack of knowledge in this domain. He constructed a portfolio for me and also reviews it regularly. I always consult him if I need any help in investing money and he is always there to help me out. I thank you Sir for that. I would seriously recommend Prakash Sir to anybody who is in need of a financial Planner. Last but not the least I really like the punch line of Max Secure Financial Planners “If your are failing to plan you are planning to fail.”

Mr. S.P Tripathy, Executive Engineer, SE Railway, Kolkata

“Being an engineer, I was novice in investment and money management. I was getting guided by my insurance agent and invested in endowment and Ulip policies. I was looking for investment solutions for the future education of my daughters. At this point I took the advice of Mr Praharaj who not only made me aware of my mistakes on combining insurance and investment but also prepared a comprehensive financial plan for me covering Investment Planning, risk management for my family and my retirement planning. I have realized the benefit of taking independent advice from a trustworthy and a Top Financial Planner in Mumbai.

Mr. Anay Mahajan, General Manager, Marketing, Mumbai

“I started thinking about investment and financial protection for my family just two years back. Earlier I had taken some endowment policies for me & my wife. I was very much satisfied with my decision then. In fact I used to feel very proud while I was handing over the premium cheque to the agent. In the meanwhile I met Mr Praharaj. Initially I thought that this gentleman could be an agent of some fund houses and that’s why he is (mis)guiding investors. But I listened him more carefully and surprised to know that he is genuinely concerned about misselling in financial products and help common people. Thereafter I took a plan from him. Now I have taken sufficient online term cover for myself and invested in Mutual Funds for my children’s education. I have realized the difference; in my earlier endowment policies – my family was not sufficiently insured; also premium was very high and return was low. Now, I can expect to achieve my goals. I can feel that Mr Praharaj has taught me the benefits of financial planning and rate him as a trustworthy and Top fee only financial planner.”
Mr Paresh Sutar, Sr. Application Specialist, Praxair India Private Limited, Mumbai
“I know Prakash sir since last 3 years. I approached him to take help of the Best Certified Financial Planner in Mumbai. I found him trustworthy and helpful all the time. I was zero in financial planning. Now I am comfortable and relax with respect to my financial goal and achievement. He always strive to make his client self reliable with respect to financial discipline. He is like mentor to me. I wish him all the best for his decision of being full time in to financial planning and providing Fee only financial services. ”