My portfolio is being managed by Money Minar for over 5 years. This includes mutual funds, bonds, corporate fds and equity.
Why I decided to write about them is due to the sheer discipline and dedication that they have displayed in these tough times of the pandemic. Before covid, given my portfolio with them running into 7 figures, a quarterly meeting at my place was customary.
However, when covid struck, most service providers across industries saw their service levels fall. Even my wealth managers at one of the leading private banks did not set up any meeting for one and a half years, despite holding an even bigger portfolio of mine.
What really impressed me about Money Minar was, they always ensured we do these quarterly meetings. Their RM took the pains of teaching me how to connect on Zoom for the scheduled meeting with their expert team. When I initially resisted, she insisted that this money invested through them was my hard earned money and these meetings must go on. Not once did they make Covid an excuse on keeping me abreast with my portfolio. It ia this dedication that I wish to highlight in my writeup over here.
