The Testimonials page is dedicated to a selection of reviews on what the deVere clients have to say about our service culture. If you have further questions about our product range and the advice that we offer, please do not hesitate to contact us
"I am a UK expat living in India. Jasmeet has helped me to organise and consolidate my finances. Throughout the process he was committed, professional and totally on the ball. I really appreciated his tenacity in dealing with my various providers, some of whom were less than forthcoming. He regularly reviews my situation and makes sure that all is going well. We have regular calls to keep up to date. I would be extremely happy to recommend Jasmeet to anybody looking to organise and improve their financial portfolio. He is doing a great job."
Client Mark Entwistle
Written proof available upon request of the client.
"Jasmeet has been managing my portfolio for years now and still is, it is a real pleasure working with him, he’s very clearly extremely knowledgeable in his role as Senior International Financial Adviser and is greatly insightful. I have found Jasmeet to be extremely generous with his time and always available and accommodating to my busy schedule. He is always proactive in bringing transparent recommendations and relevant opportunities for all matters related to the management of my portfolio. His holistic and honest approach for managing my finances has clearly helped us improve the diversification and performance of our portfolio and plan better for our future. His service and performance have been excellent and have no complaints til date and have therefore been very happy to have recommended him to many of my friends and I will continue to do so. I would recommend Jasmeet to anyone looking for good sound advice on managing their portfolios."
Client Dimitri Lizenska
Written proof available upon request of the client.
"I have known Vivek Shukla for about 2 months. He contacted me to inquire whether I would like him to assist me in finding out about my BBC pension. On my replying in the affirmative, he explained to me the nature of different BBC pensions and how to go about finding more about my own pension account. He has, since been very helpful in collecting information and advising me about the options I may have with reference to my pension account. All along, Vivek has been precise in his communication and patient and helpful in his interactions. I hope to make the right decisions about my pension account with his advice in the future."
Vishnu Shankar
Journalist
Written proof available upon request of the client.
"Stranded in the maze of international laws on managing my hard earned money, Vivek came to my rescue and crafted a well thought out strategy and executed the plan. Adept at market trends and forecasting, his insights have helped me secure my investments. Vivek is very objective, engaging, diligent and does not give up easily. He makes investment jargon look easy, comes to my level of knowledge level and explains well. Overall, he has been nodal in shaping my investment plans, not to mention a few hidden opportunities to monetise my public contributions, which I assumed is 'money lost'. Very happy to have him advise me and hope to enjoy this relationship for foreseeable future."
Ankush Aggarwal – Director at Binaire Private Ltd.
Written proof available upon request of the client.
"In the past few months, Abhishek has created the perfect financial solutions upon my targets and goals and with determination to getting the process running, he has assisted me with a professional and informative approach at all levels. His easy approach and clear specification of my doubts has helped me to understand the direction to take and that's gold to me, as we all need a close friend to help us plan our finances with success. It's with pleasure that I recommend his services and I'm sure success will always be knocking at his door."
Mr. Nuno Rosa (Head Visual Designer Veromoda – Bestseller India)
Written proof available upon request of the client.
"It’s been over 5 years since I’m associated with DeVere India and the investment advises received from DeVere appointed Financial Advisors have been extremely useful & monetarily fruitful as well. The Financial Advisors that DeVere is appointing are very competent and have been getting into the bottom of my needs and have been extremely successful in building the trust. They have been able to provide advice that is heeded and, beyond that, valued.
Like all previous Financial Advisors, Abhishek is an experienced financial professional and has a pleasing personality to interact, is able to invoke confidence and trust, takes a holistic view of finances, is flexible & adaptable to my needs. The beginning of this year was pretty bad due to COVID 19 in terms of markets / funds situation going down terribly and there was a panic situation. However, Abhishek was able to restore confidence, suggested me to wait for clear market emergence from crisis and finally helped me manage to make decent decisions.
Having invested recently into the funds suggested by Abhishek, look forward to some good results. However, thanks to Abhishek’s well studied and proper guidance, am confident of the investment strategy. The best part of Abhishek’s working is the information sharing done by him and getting me involved in financial seminars, which is also very useful and many eye-opening facts come to surface. I wish Abhishek all the best for his future endeavours and hope many investors like me benefit with his association."
Mr. Ramasharma Ambatipudi (Director – Asia Pacific Alstom Transport)
Written proof available upon request of the client.
"I got introduced to Aarti through a friend’s recommendation. Aarti was swift to build my interest in the deVere services and explained the possibilities and options in an easy-to-understand way. She had my best interest to consider looking at the options as I am very thorough person and would like to see every possible detail and understand the implications. Aarti was persistent in a non-intrusive way and regularly followed up to understand my needs and worked hard to remove all the blockers. She took the pains to connect me with my erstwhile provider in UK and engaged proactively to resolve all my queries and doubts. She went out of her to meet my tax consultant to make her understand the investment details and how it works. All this built my confidence and dependence on her as a reliable wealth manager. I am now confident that she will be able to manage my investments well and trust will do full justice to satisfy my needs as an investor."
Client RD
Written proof available upon request of the client.
"We have known Aarti since 2015 as an advisor for our pension management. We are absolutely delighted with her service and it is refreshing to work with a financial advisor who is truly interested in the client's needs, circumstances, and preferences. She is very knowledgeable and has a professional, ethical and caring demeanour with a common sense approach. We would recommend her services to our colleagues and we wish her well in the future."
Client AV & SD
Written proof available upon request of the client.
Date for the month ending August, 2024
Sr. No. | Received From | Pending at the end of the month | Received | Resolved | Total Pending# | Pending complaints > 3 months | Average Resolution Time^ (in days) |
---|---|---|---|---|---|---|---|
1 | Directly from Investors | NIL | NIL | NIL | NIL | NIL | N/A |
2 | SEBI (SCORES) | NIL | NIL | NIL | NIL | NIL | N/A |
3 | Other Sources (if any) | NIL | NIL | NIL | NIL | NIL | N/A |
Grand Total | NIL | NIL | NIL | NIL | NIL | N/A |
^Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month. If you have a complaint, send it to this email, [email protected]