I've been very fortunate n blessed to have Fast track Financial Planners looking after my finances. Neeraj is like a son to me has a very patient n pleasant approach in his interactions n dealings n I have complete faith n trust in all decisions he takes on my behalf. I highly recommend his services n I'm confident that you will not regret your choice of choosing him as your financial adviser.
- Suzan Dsouza - Independent Tutor
I have been associated with Fasttrack Financial Planners for a very long time. Neeraj and his staff has always been easily approachable, polite and courteous, always very proactive, takes time out to know the clients' needs, very much updated in respect to rules and regulations, updates Fasttrack sends are very useful, even a layman can understand, never making tall claims or false promises.
It has been a wonderful experience with M/s Fasttrack Planners.
- Burzin Panthaki - Associate Manager, Godrej & Boyce Mfg Co.
Investments and Financial planning have been a breeze with Fasttrack Financial Planners. They provide options for both long or short-term goals and are flexible, keeping in mind client requests, time horizon and preferences.
- Amit Jain - Manager, US based IT firm
This was the first time, I flied my tax returns. The way your team managed & followed through the exercise was amazing. It was a pleasant experience.
Hats off to you & your team!!
- Mohammed Aslam - Vice President IT, Qatar Airways, Doha Qatar
I was looking for someone to manage my financial affairs. I was very lucky to find a professional like Neeraj who gave me confidence and peace of mind. He has the expertise & understands the intricacies of investment, taxation and ever- changing foreign exchange regulations. He & his team is always helpful & highly ethical, patient in delivering & managing my portfolio. It has been a delight & looking forward to a long term relationship with his team.
- Yasmin Ebtedai, Bank Officer, Business Banking Services, Westpac Bank Australia
Here’s my story and how Fasttrack Financial Planners with Neeraj Bahal at the helm, has my back:
The sudden demise of my husband who singlehandedly used to manage the financial
aspects of the household along with the sudden departure of all three of my sons to different parts of the world to spread their wings and find new ventures, left this wife and mother in a desolate and confused state. Not only did I not have a head for figures but also no experience in that aspect of life. Thanks to a dear friend in a similar situation who had complete faith in FFP and was kind enough to introduce me to Neeraj, I too, in blind faith, have entrusted my financial planning to Fasttrack Financial Planners. It’s been almost two years and I have no regrets.
- Anita Antao – Teacher
Its been almost 8 years I have been very well guided by Neeraj and his Fasttrack Financial Planner team in respect of all my investment, be it mutual fund, SIP, LIC and Mediclaim. The best part is that Neeraj gives is personal input be it small investor or HNW investor. One of the incident I remember is when at around 1.30 in night I had called Neeraj to guide me through cashless mediclaim procedure for emergency hospitalisation of one of my family member and he did it without any hesitation during late night. It will be wrong on my part if I do not mention Pratik and Priyanka who also have given answer for all my queries time and again A big thanks to Neeraj and his FFP team.
- Jignesh Rathod – Deputy Chief Accounts Mukand Ltd.
"Fasttrack financials has been the backbone of my business. Right its inception they have not only guided me professionally but have also been great mentors both for the company and me as an individual. Look forward to many years of working together."
- Abhishek Mhatre - Founder and CEO at WanderMonkey
Fasttrack was highly recommended by a friend. What prompted me to seek their services was to obtain an objective view of my current financial status, investments and to streamline my finances so as to achieve my financial goals in a methodical manner.
A step by step process was laid down by the team to propel me towards clearing my debts, assessing my cashflow and help me set a financial target. Their sound advice and approach has helped me over the years to achieve a clearer perspective of how to handle and reach my goals.
Neeraj and his team are professional, prompt in their responses, thoroughly helpful and patient. I have been associated with the firm for the past ----- years and their focus has always been my best interest over theirs. They treat me like family and advices me like one.
- Aswathy Chembolly, Senior Manager, KPMG
It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. I was really impressed with the way Neeraj took the time to get a feeling for where I was financially, where I wanted to get to and the depth of knowledge. Your professional, ethical and caring demeanour elicits my trust and respect and I‘m always happy to recommend your services and share my experiences with others.
- Sneha Singh, Associate Manager, The Walt Disney Company
Just like a patient requires a doctor to cure his illness in the same way self also require doctor for managing / guiding my finance.
Yes, certainly I am in safe hand of my financial doctor Mr. Neeraj Bahal for more than decade. My first IT return was filed by him in 2005 and ever since self-have grown with him over these years. He is more of a family member who takes care of my entire family finances.
He provides comprehensive wealth management solutions which include trust and estate planning, life insurance and lending solutions. In short he is well-rounded.
He reviews my accounts twice a year because he knows that shifting life circumstances often create the need to tweak a custom portfolio strategy.
On monthly basis he updates my portfolio which includes an analysis compared to realistic benchmarks. My portfolio is customized because that’s the only way great advisors know how to work.
My advisor is trustworthy. Simply put, my advisor communicates with me often and I trust him. He does what I ask and he follows the investment strategy we worked on together to the T. He is transparent in everything he does. There’s that word again – transparent.
He understands me and my investing needs, and that’s all an investor should ask for.
Wish you and your team all the best and stay connected.
- CHETAN RAJPUT - Sr. Manager – Commercial Parekh Marine Services Pvt. Ltd.,
I have had a very good experience with Fasttrack Investment led by Neeraj Bahal. The best thing of working with them has been that inspite of being a one of small customers (in terms of investments), Fasttrack always waa available for consulting, helping me choose the right mediclaim product and have always gone the extra mile to ensure to my queries were resolved, ensure we received the claims under our mediclaims were reimbursed. A lot of organisations promise the
moon before signing up but miserably under deliver or don't deliver at all. Fasttrack on the other hand has over delivered in my each interaction with them. I wish Fasttrack all the very best for all your endeavours.
- Ankit Rathod - Head Fundraising and Partnerships, Vocational Program,
"When planning my financial commitments and requirements I wanted to discuss my needs with someone I knew I could trust. Fasttrack Financial Planners was able to explain the various options and I found their advice and insight professional and holistic. I trust Neeraj's professional service and have no hesitation in recommending their services to anyone. Neeraj is very professional in his
approach of Financial Planning. His expertise and domain knowledge is excellent. From the phase wise financial requirement gathering to execution of the decided plan and then monthly monitoring is impeccable. I would like to say 'I work hard, but Fasttrack makes my money work harder"
- Siddharth Javeri, Senior Manager, L & T Infotech