Client Testimonials
Mr Suresh Lohar has been handling my investments & financial planning since over 7 years now.
An honest and transparent approach, hardworking nature and always doing what is right for the client are some of the points I have absorbed in Suresh.
“Inculcating the Habit of Savings and understanding the need of Retirement Planning”, this is what I have learnt from SL Wealth.
Team SL Wealth leaves no stone unturned to answer all the queries that you may have around Financial Planning and removes the doubt from your mind. Happy to have my family’s wealth portfolio managed by SL Wealth for many years now.
A long many years ago I met up with a boy, starting out his career. We sat for a while & discussed family investments. We did not know each other and were dealing with one another for the first time.
Time went by, our relationship matured and his business blossomed into a investment brokerage house where he diversified and brought in his team of professionals.
His name, Suresh Lohar, and the name of his agency SL Wealth.
Suresh & his team have been proactive in terms of maintaining our family accounts. From scratch, Suresh and team and helped us grown into a reasonably sized holding, managed completely by Suresh.
His innovations, his ideas, and his foresight play an integral part of this process, all of which are commendable. Whether it be converting static investments into profit yielding ones or buildup of a balanced portfolio, Suresh has been there to guide us throughout journey into the unknown.
We would highly recommend Suresh to anyone looking for growth in portfolio and timely actions in terms of investment.
We wish him all good wishes into building SL Wealth into a mega success.
SL Wealth has been my financial consultant for more than a decade. Suresh Lohar and his team are brilliant. They are unique on many aspects, one of them is a rare trait of “sales through service”.
Suresh strongly believes and drives an ethos of servicing his clients through a systematic personalized approach, along with deep analytics through reports and a pragmatic financial advice. I am delighted to have SL wealth as my financial consultant.
Being associated with SL Wealth for over 10 Years; it has been a satisfactory and prosperous Journey for me and for my portfolio.
Key strengths of SL Wealth Team includes selection of diversified Portfolio, freedom to share your views and constant follow-ups. During this journey my main emphasis was on Retirement Planning the goal was well achieved within given time limit.
I have known Mr Suresh for more than seven years now and the fact that I am still connected with him is because of his knowledge in the subject of managing finances.
He always has a positive outlook to any situation and helps you find a solution to your queries. He thinks long term and it is evident with the outcome that I have today. I am thankful to him to have given me the right financial advice at the right time.
I would strongly recommend Suresh for any financial planning that you may want to be done. All the best Suresh. You will keep shining.
I am pleased to express my thanks for the association with SL Wealth.
I have been very happily associated with them from the day they came into existence. Mr Suresh was handling my all financial management needs even prior to he setting up his own WM services. They are always careful to ensure that our wishes were considered, they provided professional and practical help in laying out scenarios of possibilities, respecting our needs, preferences, and expectations. In the end we have what is needed for our planning.
This makes it easier to see the way forward having in hand documents, which ensure a smoother transition into retirement and cover the many unexpected factors, which surely will occur. Our children will be provided for in ways consistent with our own finances and the executor will have clear guidance on how we would wish our finances managed.
I’m grateful for their expertise and would willingly suggest their services to others who also search for an understanding in matching financial management services and requirements with their own hopes and desires.
Jyotsana and I are so much better off in having been served by SL Wealth. We are grateful.
“My association with Suresh goes back to 2016, he is an expert in his field, he has assisted in my financial planning by patiently explaining, with his guidance I am able to meet my short term goals and plan for my retirement.
He is always available to help with a smiling face and one can trust him blindly. Happy to be associated with Suresh.”