This is Shyam Kalle, NLP Success Coach and Trainer, and the founder of WinLife Solutions. We work with people to bring in mindset-charge and equip them with life-skills through coaching and NLP trainings to help them life-skills through coaching and NLP trainings to help them reach their personal and professional goals.

I connected with Sanjay Rao to help me get better organized with my personal investments. I have always invested in mutual funds, but I wanted reliable, professional advice on my current portfolio with respect to the current market scenario and my objectives.

What I liked about Sanjay was his systematic approach. We first had a detailed discussion on my portfolio objectives, and then he worked out a plan for me, and then listed out the mutual funds. Having little knowledge on the subject myself, he patiently explained the nature of the different fund-types and also helped in initiating all the mutual fund transactions. I now have an online access to my portfolio thanks to Sanjay, which gives me all the details and analysis at the click of a button.

I found Sanjay to be very knowledgeable and trustworthy, and I would most definitely recommend him to anyone.