Jul 20, 2017 09:01 AM
13728 Views
I have been using AY service for over a year now and have been satisfied with their professional approach in financial planning.
My financial planner had detailed discussions and explained me all the aspects of financial planning. They also discuss the portfolio that they recommend and help you in understanding why a certain MF has been recommended and how it will help you reach a specific goal.
They also have timely follow-up sessions to review the progress and prune the portfolio(if required).
Their front end team(financial planners, customer executives) are good and try to give a personal touch in the communication. However, there back-end IT support can do better in terms of coordinating with the front end team. I faced minor issue in terms of delays in the plan being setup in the system but the front end team did helped in getting the things sorted out.
Overall I am satisfied with their services and have already recommended them to friends and family.
Keep up the good work AY Team
