I have engaged Shankar for two different purposes. One as a financial advisor for me personally, and the other as a consultant for my startup financial services company. On both fronts, Shankar has excelled. As an advisor, he provided me with comprehensive service with a full understanding of what I need, what my goals are, and what my time horizon was. He understood and worked with some out-of-ordinary life situations that I had. As a consultant, his work was top-notch.

Shankar comes across as a refreshingly different from most financial advisors. He has a client first mentality which is extremely reassuring . He is also open to new ideas and is constantly learning. Professional in his approach, Shankar comes across as a person whom you can trust.

I have worked with Shankar and find him to be one who can come up with right investment options. It's been an enjoyable experience to work with Shankar.