Financial Planning and Direct Investment Company
MUMBAI, PUNE, BANGALORE
ESTD. 2001
THE COMPANY
Manek Financial is a SEBI registered investment advisory based in Mumbai, providing services in Pune, Kolkatta, Ahmedabad and Bangalore as well, and offering Financial Planning and Direct Investment as key services.
Quality of service ensures very high retention of clients. Some clients are with Manek Financial for 20+ years.
Client Feedback
“We were looking for an established Financial Planner and Independent Advisor for our family. We spent around 6 months meeting various Financial Planners in Mumbai and after evaluating 5-6 companies, we finally shortlisted Manek Financials. Sonesh and his team are doing a fantastic job and we wish them our very best.”
Rupesh Bhambwani
INVESTOR FROM MUMBAI
“I know Sonesh for past decade as friend & client. Sonesh is true professional in his business and dealing in all aspects keeping & safeguarding clientele data and information. With moving time he brought and introduced innovative ideas & excellence in financial market advisory/investment. I wish him good luck. Keep it up.”
Sushil Panchal
INVESTOR FROM MUMBAI
“I had prior experience of working with financial advisers provided by the banks. Believe me, they are nothing compared to Manek Financial. Moreover, after experiencing professional financial planning, I am of the opinion that it has been grossly misused by many to sell products. SEBI has done a great service to the nation by recognising real financial planners.”
Devendra Malde
INVESTOR FROM MUMBAI
“Being a Chartered Accountant myself, I never really believed that I would ever need any financial advisory for my financial planning. But it is only after experiencing the investment services delivered, I realised how wrong I was. One can sense the value add of your financial advisory services only after experiencing the same.”
Akhil Shah
INVESTOR FROM MUMBAI
“I have been seeking Sonesh’s financial advice for some time now and very much value his experience and expertise in tailoring the investments to my goals. The systematic and logical approach that he and his team at Manek Financial Advisors have developed has brought me a financial peace of mind. His understanding of the financial markets and translating those to fit my risk profile is something I value immensely. As we are not based in the same time zones currently, his flexibility to support any queries or guidance I might need is very much appreciated. I would definitely recommend anyone seeking financial advice to reach out to Sonesh and his team!”
Aman Gosrani
INVESTOR FROM MUMBAI
“Sonesh has been handling our funds for past few years now. I would really say his knowledge and genuine interest in achieving the best for clients is what makes him a truly professional Financial Advisor. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.”
Darshil and Jigna Bid
INVESTORS FROM MUMBAI
SCORES Complaint status – Number of complaints – October, 2024
|
Sr. No. |
Received from | Pending at the end of last month | Received | Resolved* | Total Pending # | Pending complaints > 3 months | Average Resolution time ^ (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 |