What Our Clients Say!
Testimonials are provided by actual clients and reflect their personal experiences. However, these experiences may not be representative of the experiences of all clients. No testimonial should be construed as a guarantee of future performance or success
We are very happy with the service we receive at QuantWealth Advisors. Their transparency in all aspects of our dealings has built a strong foundation of trust in a short time. We really appreciate the proactive communication, constant updates and quick back and forth on the market, and investments. Their holistic focus on our portfolio, and data-driven approach gives us the confidence that we are in great hands.
Narayan and Disha Bharadwaj
This testimonial comes from a current client who was not compensated and has no material conflict of interest related to this statement.
As someone who has self-managed their investments, Mukul provided a thoughtful perspective and analysis of risk-adjusted returns and aligning investments with our goals. Along the way, he has been proactive in identifying opportunities and responsive to our changing needs.
Pankaj Sethi
This testimonial comes from a current client who was not compensated and has no material conflict of interest related to this statement.
I began using Mukul's wealth management services last year, and I am thoroughly impressed. He has a deep understanding of diversifying investments to match our risk tolerance and timelines, including options like private equities, domestic and international funds, tech, gold, and energy sectors. His approach focuses on minimizing risk while ensuring stable, year-over-year growth. Additionally, Mukul is always available and demonstrates exceptional patience in listening to client priorities and feedback.
Srikanth Alaparthi
This testimonial comes from a current client who was not compensated and has no material conflict of interest related to this statement.
I have known Mukul since 1994, so 30+ years. I would regard him as the top 5 most brilliant people I have known personally. Yet, he is super nice, down to earth and highly ethical. I have followed his career from tech to finance and to self-investor. I was super thrilled to see Mukul dive into investment advisory and start investing other people's money. I immediately wanted to jump in. I have previously managed my investments on my own. Mukul has been extremely flexible and has worked around my own investments. So I am very happy and delighted to have him manage some of my money. He is the only investment advisor that I will openly admit that knows a lot more than me, despite my investment banking and finance experience.
Akash Gupta
This testimonial comes from a current client who was not compensated and has no material conflict of interest related to this statement.
When I heard that Mukul had started his own wealth investment firm, I reached out to him for advice. I had been working with Vanguard and Fidelity for several years, but wanted a more personalized approach. From the beginning, Mukul took the time to deeply understand our financial situation and long-term objectives.
He was extremely thorough in reviewing investment options, clearly explaining the associated risks, returns, and fees. He also introduced us to new investment areas that the larger firms had never even mentioned. Despite his impressive educational background and proven financial success, Mukul remained incredibly humble and never pushed us into any decisions. His approach was always focused on what was best for us. Our portfolio has performed exceptionally well, even during recent market volatility. We're now planning to transition the rest of our investments under his guidance. I highly recommend Mukul to anyone looking for a thoughtful, knowledgeable, and trustworthy financial advisor.
Amit Anand
This testimonial comes from a current client who was not compensated and has no material conflict of interest related to this statement.