Loretta Silveira has been instrumental in advising me on my critical financial guidance which has enabled me to take some very important milestone decisions pertaining to buying real estate in Mumbai at a point when I thought it was impossible. Her step-by-step direction made it super easy on my pocket and I could easily balance my daily expenses as well as own some premier real estates in Mumbai.

For all my current and future financial plans, I bank on her advice and also recommend my friends who need financial direction on major decisions. She is very approachable and comfortable to discuss your plans as she carries a vast experience in this field. Many of my family and friends have immeasurably benefited by her monetary advise and spoken very well about their experiences.

We did our MBA together, and even back then I noticed Loretta’s professional approach. Over the years, I have seen her grow into a successful entrepreneur and a trusted financial advisor.

She takes care of all my income tax filings, mutual fund investments, and insurance needs under one roof. She was also extremely prompt and efficient in arranging my child’s overseas insurance while going on a student visa — the process and paperwork were handled very smoothly.

With her guidance, I never have to worry about financial or compliance issues. Everything is managed on time, with great attention to detail and a personal touch. I truly value her support and would highly recommend her to anyone looking for a dependable financial advisor.

I have been associated, with Loretta Silveira since 2016. There are a lot of perspectives, which were brought to my knowledge, which has overall helped my savings & future expenses to be well balanced.

I have managed to pay my wedding expenses & my bike, courtesy the SIPs made.

This has also given obvious TAX benefits. The overall value addition has been very generous, to keep debt exposure to the minimum.

Loretta, has also managed to explain, w.r.t the new tax reforms & various benefits of a diversified portfolio. She has also created this, basis the money power, of per individual. To which the risk, is calculative & the risk is minimized.

Since, economics & the valuation around it is key, the unit options shared by Loretta is transparent & knowledge based before investment.