Suneel M Advani

Chairman Emeritus, Blue Star Limited

Samit Jhaveri has been a financial advisor to me for some years. I have found him to be knowledgeable, honest and reliable. Samit is always trying to better himself and his knowledge. He meets his commitments. Samit is always very presentable and a good communicator.
I unhesitatingly recommend Samit Jhaveri as a financial planner and advisor.

Aditya Vikram Somani

Somani Family Office

I’ve known Samit for around 25 years, and professionally for 15 years. His understanding of one’s risk profile and his stock picks are excellent. His advice on financial and property matters is sound and reliable. I trust him for his honesty, transparency and diligence.

Harshad F Shah

Shah Family Office

For about past twenty years, I and my family have been investing in Mutual Funds. Mr. Samit Jhaveri has been my Investment Advisor all throughout. Samit Jhaveri’s unique insight and knowledge in the field of investment in Mutual Funds, Equity & Debt, have been very helpful in building up our Portfolios and the monetary growth of my family’s investments. Besides, Mr. Samit Jhaveri is always available, in person or on the phone for any consultations. The Software developed by Samit Jhaveri is very user friendly and gives full, up to date information, 24 X 7, on any and every aspect of one’s past and present investments!
I wish Mr. Samit Jhaveri and his Team all success in his future endeavours.

Jay Dilip Parikh

Partner, Family Business

I have worked with Samit Jhaveri over 7 years and have never had any issues relating my investments suggested and made through him. He regularly updates me with new investment opportunities and responds to all doubts. His team is very efficient and perform all transitions smoothly. The team maintains all records and data is always up to date. They have a fully digital platform to view investments and transact easily.

Ajay Mehta

Partner, CBM Education Systems LLP

We have an association of more than two decades with Samit, as an investment advisor, he has been very honest and uses his intelligence and knowledge for the benefit of his clients, no wonder we have multi fold our investments under his watchful supervision. He is one man army in mutual fund industry.

Sushma Shah

Business Woman

Dear Samitbhai, Congratulations!!
We know you now for almost 20 years…Never felt so secured and confident since you have been handling our Portfolio. Thank you for always being prompt and efficient.

Prithwis Datta

Ex-SBI, Volunteer, Ramakrishna Mission Library

My wife and I have invested in Mutual Funds for several years with advice from Samit Jhaveri and his team. We have received sound guidance. Service has been prompt and efficient. It has been a very satisfying experience. All the best!.