I have been an equity investor for the last 10 years and had been managing my MF portfolio on my own, with obviously not so great results. After coming in contact with Bodhi Tree Wealth, I got a holistic view of not only my investments and portfolio but also the various facets of goal-based horizon, wealth management, asset class distribution, retirement planning and various other aspects that helps to achieve financial freedom. The professional background and approach that Manish brings in is of great value, especially during the volatile times of the market. Wishing the entire team of Bodhi Tree Wealth manifold success!

I have been associated with Bodhi Tree Wealth for more than 3 years now. Before the actual start, Bodhi Tree Wealth was just an idea, and I cannot praise them enough. The man behind Bodhi Tree Wealth, Manish Gulati is an excellent, meticulous and scientific financial professional who always keeps client’s interest on priority. Your investment execution is made keeping in mind short term and long- term goals. I can personally say I feel a lot more financially secure post my and my family’s portfolio management by Manish. There are regular reviews where we analyse the portfolio and course correct keeping in mind dynamic market conditions. And these reviews are initiated by him proactively. Right from lump sum investments, monthly SIPs, life and general insurance he has pertinent plans and road map for everything. If you are looking for peace of mind when it comes to your investments, without a second thought, you should trust Bodhi Tree Wealth!

Bodhi Tree Wealth brought in a focused approach to help me prioritize and plan better my finances. Manish goes an extra mile to support his customers and I can say that with confidence that he is proactive and well versed in different investment options. He’s a wonderful financial partner who has a clear vision for his clients which motivates people like us who were struggling to manage their financial portfolio.

Manish has been my financial coach for about 8-9 years now. With his expertise and foresight, I have been able to give myself 'financial stability' which was the most sought after thing during the pandemic times. Not only has he made my portfolio grow over the years, he has a vision which has kept my finances thriving by investing in the right things. His knowledge of mutual funds is in depth which I am sure will help me stay 'worry free' even in the latter years of my life.

Having dabbled with various financial instruments and leveraging helpful inputs from friends, family and colleagues, I realized earlier this year that my financial journey was riddled with potholes, had too many roads to choose from, multiple speed breakers and the destination was not really defined! Being in my mid-forties, this was a terrifying place to be in. I figured I needed a finance planning professional to help me. I had followed Bodhi Tree Wealth and Manish on LinkedIn for a while and felt I should reach out. After much trepidation, I finally did! Manish has been outstanding to work with. Our first few discussions were all about understanding my current status, future goals and a holistic view of my financial status. He used tools to capture and unearth real and future value of what I have, plus we jointly defined the short term and long-term goals for me and my family and how we’ll get there. What I truly appreciate is the transparency and full disclosures he gives in every discussion and a big confidence boost. And no, I don’t have the highway completely paved yet, but have the chosen path identified, destination confirmed and a realistic expectation that this is not a daily commute but a life changing road trip!

Growing up in a middle-class family, the only financial education we had was to save money in the form of FDs or Post-Office funds being a salaried class. As life evolves, I think it’s not just enough to save money but also figure out a way for those savings to grow and to let money earn money to really keep up with inflation and life’s needs going forward. Shaina and Manish have helped me immensely in restarting my systematic investment plans post pandemic and I think they not only give you the right direction, but they also come up with timely alerts and reminders to keep one’s attention on important tasks related to personal finance. I think Bodhi Tree Wealth is a great place for individuals to explore investments and plan their portfolio. I am a happy customer who would gradually increase my investments through their guidance.