A big thank you for the exceptional effort. We are truly impressed with the energy and ownership displayed by you and everyone else in getting this complex and time bound deal done. The relationship we have developed over the last few months has underscored my aspiration of what value a truly good Wealth Manager can add and the kind of relationship that can be developed. Let this be an example of the kind of service and value added we deliver to all our clients. A big thank you for the exceptional effort. We are truly impressed with the energy and ownership displayed by you and everyone else in getting this complex and time bound deal done. The relationship we have developed over the last few months has underscored my aspiration of what value a truly good Wealth Manager can add and the kind of relationship that can be developed. Let this be an example of the kind of service and value added we deliver to all our clients.

Wanted to share some appreciation for the hard work and thorough follow up maintained since we got together to manage my small but valuable wealth. I have always learnt while growing up that one’s savings should act as a permanent earning member of the family. And who better than you, to advice me to sweat my assets! Thank you for managing 2 generations and 4 different mind sets of the family! You are the 5th member of the *** family; neutral and most wise.

This year, I have developed the family investment business with a solid foundation that I hope to grow upon, in the coming years to come. I started with investments a few years back in a very casual manner and I am happy that we have been able to develop it. There is a long way to go and I am hopeful of having a functional family office soon. As I reflect upon the investment business, I like to take a moment to thank and pay my gratitude, for the unconditional support, patience and care. Of course, there is always a room for improvement from both sides but overall we have been able to develop a good respectful working relationship. I feel we have been able to grow our portfolio because Nuvama has been able to understand, not just my requirements, but also of my brother and other family members. They have taken ownership of the portfolio and at most times consistently persisted with me that we stick to our defined objectives. I hope to develop on this relationship with Nuvama in the next financial year. I would also like to take this opportunity to thank you for your warmth and friendship.