Both Mrs. & Mr. Shenoy were and are always responsive with timely & transparent advice. They have so far, managed our finances cautiously across appropriate & reliable asset mix, which has yielded remarkable risk adjusted returns. We being Senior Citizens, want our hard earned money to be safe and earn regular income ( better than post tax FD's) and more importantly look forward to peace of mind, without any worries in our retired life. We thank you Lakhsmi & Dilip Shenoy for being our guide in this journey. "

"My journey with Money Tree Financials started in the year 2017. It’s been six years but it still feels like last year. I was introduced to Dilip Shenoy through a common friend. I used to initially invest in Mutual Funds on my own by researching but the outcome was not great. Too much information on Google was confusing at times. That was the time I decided to connect with a Financial Advisor. I had a lot of fear in mind to meet a financial advisor as the assumption was, he would be asking too much questions. Dilip made me feel comfortable and worked on my goals and over all what I was looking out from Mutual Funds. My primary goal was retirement so accordingly he suggested to me funds which I am happy to share are performing well. Dilip always insisted on keep investing and never give up when markets are not performing well. This one advice of Dilip I have been following consistently till date and have no regrets. Dilip is approachable and you can call him to meet if you wish to realign your portfolio.

Over the years I have also recommended Money Tree Financials to two of my friends as well and will continue as I want other people also to benefit from Money Tree financials. It's learning in life its always best to connect an expert if you wish to see your money growing....Thanks Dilip".

"I come from a family where there is not much awareness about finances. I was looking for investment options when I started earning but unfortunately for almost 10 years, I came across only insurance agents who sold me guaranteed money back policies. I was happy and content that my investments and retirement planning was taken care of until I met Dilip when I understood that the reality was far from that.

I was introduced to Dilip in 2016 by a CA who is also a common friend of ours. I am eternally thankful to him also for introducing me to Dilip. Within a few interactions I realized that Dilip is sincere and trustworthy and genuine advisor and for the first time I felt happy that I was not meeting another insurance agent under the hood of a financial advisor.

First thing Dilip did was very methodically calculate my current state of portfolio and with actual figures he made me aware of the importance of keeping insurance and investments separate. Dilip explained to me the purpose of setting goals for my investments. He encouraged me and my wife to identify short term, mid term and long term goals for our investments. He opened my eyes about the amount of funds we will need for our retirement keeping the monster called inflation in mind.

It has been 5 years now and he is more like a good trusted friend (or I might also call elder brother) to me than a financial advisor. I am very happy that Dilip is managing my portfolio. He has provided good advice on my queries whenever I have any. I only wish I had met Dilip much earlier in my 20s so that I could have started my investment journey with him much earlier. I wish him lots of success and wish for a continued relationship with Moneytree Financial Services.