MBA, 2021 Financial Advisor of the Year,
I was looking for health insurance and was recommended to Zoho financial. Since then i have been there regular client. Customer service is fantastic. Mr. Harpreet was so patient in explaining everything. Would definitely recommend to everyone. Thank you again sir.
I had been with an advisor from *** and I did not know what was going on with my insurance and investments. I got Harpreet to analyze my insurance and for the first time I realized what I had and what I was missing.
Best advice anyone can ever give. Thank you for your help.
I have been to seek advice from Mr. Harpreet at Zoho Financial twice. I have been very happy with the information, the knowledge he has and the transparency. I am planning to move my investments but so far there is no pressure to sell me anything and when he said no obligation, he truly meant it.
For a young professional like me, planning and advice from Harpreet came as a big support. We have been able to clarify my long term objectives, our plans and we already have put these plans in practice. His timely responses and customer driven approach is very much appreciated.
Harpreet is the best advisor that I have ever dealt with, and as a business owner, its such a powerful combination that he has experience in consulting ad helping small business owners in starting up, growth and planning. Combine that with his financial knowledge, we have now been able to plan our incomes, taxes and retirement in a much much better way than we ever thought. Thank you Zoho Financial!
MBA, 2021 Financial Advisor of the Year,
I was looking for health insurance and was recommended to Zoho financial. Since then i have been there regular client. Customer service is fantastic. Mr. Harpreet was so patient in explaining everything. Would definitely recommend to everyone. Thank you again sir.
I had been with an advisor from *** and I did not know what was going on with my insurance and investments. I got Harpreet to analyze my insurance and for the first time I realized what I had and what I was missing.
Best advice anyone can ever give. Thank you for your help.
I have been to seek advice from Mr. Harpreet at Zoho Financial twice. I have been very happy with the information, the knowledge he has and the transparency. I am planning to move my investments but so far there is no pressure to sell me anything and when he said no obligation, he truly meant it.
For a young professional like me, planning and advice from Harpreet came as a big support. We have been able to clarify my long term objectives, our plans and we already have put these plans in practice. His timely responses and customer driven approach is very much appreciated.
Harpreet is the best advisor that I have ever dealt with, and as a business owner, its such a powerful combination that he has experience in consulting ad helping small business owners in starting up, growth and planning. Combine that with his financial knowledge, we have now been able to plan our incomes, taxes and retirement in a much much better way than we ever thought. Thank you Zoho Financial!