Client Testimonials

Client Testimonials

Arun Anand

(Quality Manager- Garment Export)

Client ID - 1117

Investguru has helped me a lot in my investment plans. Ms.Priyanka Kashyap was very helpful throughout this journey. I am very thankful to her for helping me through. Investguru's easy user interface is an added asset for tracking my portfolio. It was difficult for me to understand these plans all by myself. Ms. Priyanka made me understand these aspects very efficiently. A big Thank You to Team Investguru!!

Added On 29/06/2022
Client Testimonials

Vikas Tiwari

(Operations Partner)

Client ID - 4920

It has been a long and old association with Investguru for almost 16 years now. I started with a small investment of 1000/- and have increased my investment to a substantial amount now. Archana Chawla, my relationship manager from Investguru, has been instrumental since beginning. She makes sure that I completely understand the fund for which I'm enquiring for and the probable prospects in future. She keeps me informed about the market fluctuations and helps me in managing my portfolio. InvestGuru has become a trusted partner in my investment journey.

Added On 28/06/2022
Client Testimonials

Vijay Kumar Jaiswal

(Retd JGM / Finance)

Client ID - 24408

I feel pleasure and express my gratitude to the InvestGuru team for its appropriate support regarding current and future financial investments. I would like to mention the name of my Relationship Manager, Ms. Mamta Prasad, who helped me at every step for proper investments. I'm very happy that you have such a professional team in your organization. Thanks to Team Investguru.

Added On 27/06/2022
Client Testimonials

Abhishek Agarwal

(Sr. Officer - Accounts & Finance)

Client ID - 24852

It's been a decade with Investguru, (Accord Financial Services LLP) and it was introduced by one of my colleagues when I first wanted to begin investing in Mutual Funds. I am very much thankful to Investguru Team and especially to Ms. Lata Shakya who is managing my relationship. Investguru Team is very professional and provides continuous support. Lata Shakya helps me to make my investment decisions. She always provides me with valuable and relevant information timely. It was a wonderful journey with Investguru Team and hope we continue the same in years to come. Best Wishes to Investguru - Together we will grow!

Added On 21/06/2022
Client Testimonials

Anup Bhutani

(Leader-EHS & CSR India)

Client ID - 30172

1st if all if you want to invest in SIP, and achieve your long time goals, you need to have patience as SIP operates quite differently from share market. I have been associated with Investguru since Jan 2019 and the experience is fabulous. Team Investguru is really professional and the relationship manager are having great knowledge of market and they keep on helping me with market understanding. Special thanks to Suman Grover who is actually an Investguru, as she helped me these 3.5 years on how to manage and achieve my goals . Cheers to Team Investguru !

Added On 15/06/2022
Client Testimonials

Alok Agarwal

(Program Manager)

Client ID - 31251

I had joined InvestGuru upon recommendations from my friends/office mates. I was earlier skeptical of investment in mutual funds. Most of the relationship manager from other organizations who approached me always came up with huge investments pattern and being from middle class it was not possible for me. When I got in touch with Archana Chawla in 2018 from Investguru, I started with a small investment of 1000 INR. I liked the balanced and cautious approach how they helped me (scared investor), got full hand-holding, frequent updates, the portal of the company gave me full details on a day by day status. I slowly increased my investment and later on got lots of my friends and relatives join them. I would suggest to all to get in touch with them even if you want to start with a small investment you will grow up financially with their assistance.

Added On 15/06/2022
Client Testimonials

Saurabh Chhabra

(Regional Manager-Asia)

Client ID - 28042 was introduced to me by my colleague Mr. Dhabu when I first wanted to begin investing in Mutual Funds. Priyanka Kashyap was the manager assigned to me, and she was also managing Mr. Dhabu’ s portfolio.Right from the beginning what I can say about Priyanka: highly professional, knowledgeable and quick response. makes it easier for people (busy in their careers) like me to invest in the right fashion and reap the benefits of the growing economy. Thanks Priyanka and for this.

Added On 20/08/2018
Client Testimonials

Vipin Kumar

(Deputy Manager)

Client ID - 25120

It’s been almost a year when I interacted first time with Investguru after a long hiatus. One day Ms. Lata Shakya from Investguru called me up and reminded me about my past investment which I had made in year 2011 and couldn’t continue with that investment and got forgotten. Thanks to Ms. Lata Shakya who gave me excellent advice and encouraged me to invest in mutual funds. After that conversation I am feeling secure and safe by investing as per the advice from M.s Lata Shakya. I would like to thank Investguru for taking care of my investments and for immediate support whenever I required and hoping that this relation will go long.

Added On 26/07/2018
Client Testimonials

Vinay Kumar Pandey

(Asst. Manager-Sales)

Client ID - 27575

Its been more than 2 years with InvestGuru and I can surely says that my investment are in good hands. I am very impressed with Ms. Tulika for her prompt support and advise. She handles all my queries or doubts and provide regular guidance and suggestions about what is best for my portfolio.

Added On 29/12/2017
Client Testimonials

Arindam Chaudhuri


Client ID - 27845

I am very much thankful to Investguru and specially to Mr. Narender Mehra for his continuous support even beyond the office hours. He is always there whenever I needed his expertise. All my investment decisions were taken only after discussion with him. Last two years with Investguru was a wonderful journey and hope to continue the same in years to come. Best Wishes to Invest guru-Together we will grow!

Added On 28/08/2017
Client Testimonials

Amit Kumar

(Deputy Manager)

Client ID - 23800

In 2014, I was searching someone who can provide better guidance regarding how to fulfill future needs and goals. In between we got call from Ms. Archana (Investguru). I would say that was the golden moment of my life. Now I am feeling secure by investing as per guidance from investguru. One more thing I want to say here, Investguru not only suggests better funds but they also monitor performance of the funds themselves and suggest what we have to do now. Thanks !!!!!!!!!!

Added On 18/08/2017
Client Testimonials

Hari Parkash Vats


Client ID - 3608

I am associated with Investguru organisation for past 10 years. I have purchased life insurance policies from them and currently me and my family have innvested in mutual funds. My relationship manager Ms. Suman Grover has guided me timely and handles all my investments. I have been well supported with well mannered behaviour by her. Their back office has supported me, whenever I had any issues/problems.

Added On 08/08/2017
Client Testimonials

Rajesh Kumar Jha


Client ID - 24512

I have been getting services on investment from Accord Financial for past 7 years. I find my advisor to be a caring professional rather than a sales personnel who works for meeting the target only. My relationship manager Mr. Narendra Mehra of Accord Financial just work as a trusted friend who offers solutions to my financial needs. He has established trust in me and i feel quite safe with all my investment through Accord Financial. Speed of trust is the only offering i have seen that spans all functions. Mr. Narendra Mehra has always extended trust and i would be happy to recommend his services to others.

Added On 25/07/2017
Client Testimonials

Vijay Sehrawat

(Service Lead)

Client ID - 26371

I am associated with Accord financial(Investguru) for more than 4 years. I am glad to say that from Suman (Relationship Manager) I am always receiving correct, timely, valuable, relevant advice related to mutual funds, health insurance etc. I am feeling respite in back end.

Added On 14/07/2017
Client Testimonials

Gaurav Batra

(Deputy Manager-Accounts)

Client ID - 17803

This is to appraise that I have been obliged with services provided by Investguru. There is a WOW factor with Investguru. Have received wonderful support from Archana's end. Your advise of investment and change of funds as per the market behavior, was great and effective for money invested.

Added On 05/07/2017
Client Testimonials

Sudhir Gupta

(Financial Controller)

Client ID - 2218

My association with InvestGuru is for last 13 years. To be precise June 2004, when I first bought an insurance policy from them. Since then, I have been investing in mutual funds taking life and general insurance policies through them. Most of the funds in my portfolio of mutual funds are giving good returns in positive zone. All the team members, specifically Ms Shweta, are experienced professionals and provide time to time guidance and prompt service, whenever there is a requirement. All the best to them.

Added On 24/06/2017
Client Testimonials

Roop Kishore Prasad


Client ID - 10484

It has been almost 3 years, when I came across InvestGuru. From that day, till today, I have never looked back, with regard to my financial investments. I am always at ease , after speaking to Ms. Shweta Chhabra, my Relationship Manager . She always make a point to satisfy all my queries and doubts. On this day, I can confidently say that, you just invest with Invest Guru, and rest assured, you are in safe hands. Your money is bound to grow, better that at any other place. Apart from the services one receive, the advise given by the team, is always beneficial for the client. I wish the team all the very best in all their endeavors.

Added On 16/06/2017
Client Testimonials

Arvind Panwar

(Principal Consultant)

Client ID - 27521

My association with Investguru is more than two years now and during this span Archana had been phenomenal and has done a commendable job throughout. For the entire team of Investguru, I can say, their expertise extends to the reality of everyday fund managers and they are completely hands on and extremely hard working. Thanks team and keep up the good work.

Added On 09/06/2017
Client Testimonials

Sameer Shah

(CRM Consultant)

Client ID - 27847

My Advisors from investGuru are well versed wealth planner. Throughout the whole period of working together, the advice that they had provided was always well-organised and straight to the point. There was no fancy stuff and everything was precise. Not only were their comparisons thorough but also timely investment advice ensured my funds outperformed the markets.

Added On 01/06/2017
Client Testimonials

Shankar Rao Atapakala

(Asst.Director - SAP Services - Sales)

Client ID - 27644

I have been associated with Invsetguru for last 2 years. Their team has qualified and senior advisors. Prompt in service, they provide regular guidance on investments and timely advice on changes required in portfolio. With them my investments are on right track. I strongly recommend Investguru to everyone.

Added On 12/05/2017
Client Testimonials

Rishi Sigtia


Client ID - 8015

I am investing in mutual funds since 2014, through Investguru. it's really great, they are MASTERS in this. Mostly people are apprehensive when subject of mutual funds arises, but they teach you about the fundamentals of investing, they sell you solutions and not products, they understand your objective or purpose of investment, like child higher education, child marriage and own pension plan. Only one word for them "GREAT".

Added On 25/02/2017
Client Testimonials

Kunal Nayak

(Assistant Consultant)

Client ID - 28061

I must put that Shweta is doing commendable work. She must be one of excellent asset in organisation. Keep up the great work. Looking forward to have a long term relationship with Invest Guru. I would like to treat this as an appreciation and should reach to top level in your organisation. I will keep on sharing my feedback as experience.

Added On 28/03/2016
Client Testimonials

Piyush Prakash


Client ID - 24889

I have carried out a study of past 3 yrs of fund management done by Investguru and have found that most of the funds have been giving constant returns in positive zone. Even when the stock market was going through a bad patch, our investments didn't go down so much and have been able to recover pretty fast when the market has come into positive zone. My only concern has always been with Investguru is the timing which you do not take care of when to enter and when to exit from a particular scheme. If you would have taken care of these things my investment would have generated a ROI of almost atleast 10% minimum additional growth could have been achieved that is my estimation. But despite all this I appreciate the advisory given by you due to which we have been able to make investments and have been able to generate good returns and also the response to my queries have been prompt and good.

Added On 24/07/2015
Client Testimonials

Arvind Prakash Nayak

(Sr. Manager-Tech Audit)

Client ID - 27469

My association with InvestGuru started in the month of Aug’14, with telephonic interaction with Mr. Pawan Agrawal. He delighted me over telephonic conversation with his simple and clear approach towards my investment planning. I have gone through the website of InvestGuru and found that one person has put all his effort and most of his life learnings in the text form. All the team members of InvestGuru are experienced professionals and good human beings, devoted in line with customers/investors objectives. I am very much enchanted to be associated with InvestGuru. I appeal & suggest everyone to be in touch with InvestGuru for their invests, and also with Mr. Pawan Agrawal, founder of InvestGuru, who is accessible to all. I am sure, confident and believe that Team InvestGuru shall make things happen and they will deliver assurance of investment growth of each and every one. I pray to god that all our investment translate into daydream ahead of time. God Bless all.

Added On 13/02/2015
Client Testimonials

Gurjinder Singh


Client ID - 25249

I got associated with InvestGuru when I met Mr. Narender Mehra, in year 2011. I appreciate the fact that they are educated advisors. InvestGuru's team is very knowledgeable and professional. Working with InvestGuru has been very straightforward and simple. They guided us through every step of the incorporation process, ensuring we could progress quickly and easily. We believe that we are in good hands and have already recommended them to a few of our friends. Please keep up the good work.

Added On 22/12/2014
Client Testimonials

Nitin Vishwakarma

(Creative Director)

Client ID - 5067

The Financial Goal Planning initiative looks very good in the portfolio tracker. It helped me to see the future financial requirements and how can I fulfil them. Really thankful to Pawan for being more of a friend than just being a financial advisor. I have learned many things about financial world from Investguru and don't think I could have planned all such investments without their guidance, specially for my kid.

Added On 06/12/2014
Client Testimonials

Shekhar Deshmukh

(Chief Manager)

Client ID - 21354

I have been associated with Invest guru since year 2009. I never invested smartly nor maintained any diversified financial portfolio till 2012, although it had always been advised by Shweta Chhabra to realize the present and future financial need and opt for Systematic investments. The key issue remained, "How to manage the investments by a common average salaried person in a safer manner?" Investguru advised me very affordable and effective monthly SIPs in debt funds producing safer returns and initiated my portfolio. Gradually, we diversified the investment in equity funds too, which has strengthened the portfolio with a potential for growth. Excellent service levels, comfort, confidence and satisfaction, I am enjoying all my wealth management and moving towards desired financial goals with valuable advice from Invest Guru team. They have made all this very simple to me.

Added On 20/11/2014
Client Testimonials

Ravi Kumar Pandit

(Asst. Professor)

Client ID - 27163

I am working in Jadavpur University, Kolkata as Assistant Professor. I always wanted to have good money for my future goals. I heard from my friends that mutual funds are a good option for generation of lumpsum amount for long duration as well as for short duration. The thing I have to be serious about is selecting the correct fund for my needs and capacity. So for proper fund selection, I talked to many financial advisors and searched many sites and finally my search ended with InvestGuru. I talked to Investguru via phone and they gave me every bit of details about MF and my investment planning. After analysing their suggestions, I am able to make my first MF investment through them. I am satisfied with their services and efforts and in future also, I plan to invest through them. I would like to thank once again the entire Investguru team for such invaluable services.

Added On 09/09/2014
Client Testimonials

Rakhi Sigtia

(Senior Manager)

Client ID - 4379

I am Rakhi, Married, Mother and working in IT company for last 14 years (now in Pune for last 9 years). I am interacting with Pawan and his organization since 2010. I feel that his organization is a boon for people like me who doesn’t have time to look at market trends. Who doesn’t have time to manage and switch the Investments, when need be. Somebody who can provide experience views and guide novice people like me who easily get perturbed when market suddenly decelerates. Invest Guru has helped me to Plan for 3 of my most important milestones in Life : Child Education, Marriage and My Retirement.

Added On 11/08/2014
Client Testimonials

Dinesh Chand Jain

(Sr. Manager)

Client ID - 8449

It's been more than 8 years of association with Accord Financial. I am glad and feel secured for my funds invested. Their regular & customized advise helps my funds grow

Added On 09/07/2014
Client Testimonials

Vijaya Ragavan Pitchai


Client ID - 3710

No words can express, no act of gratitude can relay, no gift can represent what Accord’s support has meant to me. Please accept this note as an indicator of my heartfelt appreciation for all your guidance. According to the Dalai Lama, “The roots of goodness are in the soil of appreciation for goodness. You’ve been too good to me, and it is deeply appreciated.” You have been extremely supportive through past period which was difficult for investments. Thank you for sharing your knowledge and experience with me. I will always be grateful for all that you have done to help me & thank you for sharing your vision which will help me through my life`s savings & finances.

Added On 20/06/2014
Client Testimonials

Abhijeet Kumar

(Sr. Graphic Designer)

Client ID - 25410

3 years ago Mr Narender Mehra of Accord Financial services advised me how to invest in Mutual Fund. He suggested me four funds. I can turn it into big returns just by simply investing with minimum risk through SIP. Dear friends, don't put all your eggs in one basket.

Added On 03/06/2014
Client Testimonials

Chander Shekhar


Client ID - 25507

First of all, I thank Mr. Narender Mehra for choosing best funds in the market for my investments. His behaviour is so polite to me. Your company provides SIP intimation on email and through messages time to time. I think Accord Financial Services has good relationship with me and it will continue for a long time.

Added On 23/05/2014
Client Testimonials

Amit Kumar

(Vice President)

Client ID - 24559

I feel safe by getting my money invested through Accord Financial. My funds get a routine check by them. Sharing of right investment tips and guidance makes a vast difference in returns and this is what I think is Accord’s strength. Any time when I call for assistance, there is a polite tone with person ready to support. This is what makes me delighted.

Added On 15/05/2014
Client Testimonials

Parikshit Singh

(Manager-Corporate Relations)

Client ID - 21681

My special thanks to Ms. Shweta and Accord Financial for the kind of security given to my investments. It is really appreciable. Time and again, Accord Financial have advised me in such a manner that I always get the best result out of it. Looking forward for the same support in the future as well

Added On 06/05/2014
Client Testimonials

Sanjeev Kumar Chatterjee

(Accounts Manager)

Client ID - 17400

At the time of 2nd birthday of my daughter in 2008, my wife and I were worried about the future and better education for her. Then I met with Mr. Neeraj Singh, a representative of Accord Financial. He suggested me two policies with my daughter’s future perspective. I took both the policies of Birla Sun life Insurance. Since then I have been using the services of Accord Financial and I am getting constantly the better services and consultancy from them for good planning to enhance my Investment. I would like to thank all the staff of Accord Financial for their service and kind support.

Added On 28/04/2014
Client Testimonials

Saurabh Kumar Dubey

(Branch Manager)

Client ID - 25411

Life is too busy. In my daily schedule I can't even manage my meal. But the people of Accord Financial lead me where I have to invest my money. They make it very easy for me. Words for them: My true financial planner

Added On 19/04/2014
Client Testimonials

Nitin Kaushik

(Cardic Anaesthetist)

Client ID - 8100

I met Pawan when he was in his initial phase of his career and was working for a web portal. I took a Birla Sun Life policy from him way back in 2002. Now after 12 years, I have no hesitation in recommending him to anyone for financial and investment related queries. Actually, he is a wholesome package and final destination for financial planning. He has an efficient and dedicated team always available for our queries. His firm, Accord Financial, now serves more than 20,000 clients which shows his dedication and sincerity towards his clients, who become a family to him in due course of time. My best wishes are with him and his team. God bless them.

Added On 12/04/2014
Client Testimonials

Chaitanya Prakash

(VSM (Retd))

Client ID - 14061

We have been using the financial services of Accord Financials for last several years. All our investments and tax planning are handled by Mr Pawan Agarwal personally. His services are excellent and prompt. All our requests are attended to without any delay and to our full satisfaction by the highly responsive and competent staff. Account statements are regularly updated and are available on line. The investments are handled in accordance with objectives set by us. We recommend Accord highly

Added On 04/04/2014
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