INQUIRY

What is it about Money?

Our relationship with money is often difficult. Some people don’t have a healthy attachment with their money, whilst others fear it and try to spend it or lose it as quickly as they can.

Financial advisers need to understand various dimensions including but not limited to investment, pension, real estate and knowing things that matter most to people including their attitude towards money.

Skills required by advisers are beyond financial expertise – they include patient listening, empathy and communication.

Fundamentally it’s about understanding people.

What our clients say

Rachna Mehra

rachna-mehra

Head (Corporate HR) at Arvind Limited


Harshil is fabulous to work with. With great domain knowledge and result oriented approach, he is precise in presenting solutions. I trust his judgment and advise completely. I just say “If you feel its right for me, just do it”, when he comes with any recommendation for my finance.

Harshil and Supriya both are extremely effective trainers. We have always received desired outcome and positive feedback from their training. I would strongly reccommed Supriya for her Life Skills training.

2016-11-17T10:03:18+00:00
Head (Corporate HR) at Arvind Limited Harshil is fabulous to work with. With great domain knowledge and result oriented approach, he is precise in presenting solutions. I trust his judgment and advise completely. I just say “If you feel its right for me, just do it”, when he comes with any recommendation for my finance.Harshil and Supriya both are extremely effective trainers. We have always received desired outcome and positive feedback from their training. I would strongly reccommed Supriya for her Life Skills training.

Alkesh Panchal

alkesh-panchal


AGM, Vaodafone India, Ahmedabad


Allegiance Money Managers is what I always wanted for my financial problems. They involve client at each and every step and keeps them informed of every move. I particularly liked the meticulous and comprehensive approach that they adopt for Financial Planning, wealth management and estate planning. I truly like the way my money is being managed. All I do now is to earn, rest is managed by Allegiance.

2016-11-17T10:06:23+00:00
AGM, Vaodafone India, Ahmedabad Allegiance Money Managers is what I always wanted for my financial problems. They involve client at each and every step and keeps them informed of every move. I particularly liked the meticulous and comprehensive approach that they adopt for Financial Planning, wealth management and estate planning. I truly like the way my money is being managed. All I do now is to earn, rest is managed by Allegiance.

Geeta Awtani Shah

geeta-awtani-shah


Manager - Client Response, DSP BlackRock Mutual Fund Ahmedabad


Harshil has been a fantastic tutor and a great mentor. His kind of knowledge on the Financial markets is what I was searching for. Through his fine communication skills & accurate domain knowledge he delivers a clear & effective understanding on the subject. It was a good learning experience with Harshil !!

2016-11-17T11:33:10+00:00
geeta-awtani-shah
Manager - Client Response, DSP BlackRock Mutual Fund Ahmedabad Harshil has been a fantastic tutor and a great mentor. His kind of knowledge on the Financial markets is what I was searching for. Through his fine communication skills & accurate domain knowledge he delivers a clear & effective understanding on the subject. It was a good learning experience with Harshil !!

Saurabh Jain

saurabh-jain


Chartered Accountant

I consider myself lucky to have availed both training and financial planning services of Allegiance. It was great working with the team. Its full of passion and I was particularly happy with the personal touch added to fulfil my needs. The in depth knowledge provided in both financial planning and life skills training for my staff was marvellous. Also I was glad to see the way questions were asked and a robust financial plan was created for me and my family. Simply amazing!

2016-11-17T11:34:40+00:00
Chartered AccountantI consider myself lucky to have availed both training and financial planning services of Allegiance. It was great working with the team. Its full of passion and I was particularly happy with the personal touch added to fulfil my needs. The in depth knowledge provided in both financial planning and life skills training for my staff was marvellous. Also I was glad to see the way questions were asked and a robust financial plan was created for me and my family. Simply amazing!

Dr. Manthan Joshi

dr-manthan-joshi


Physio Therapist


I am absolutely delighted with the service of financial planning provided by Allegiance Money Managers Pvt. Ltd. Its really refreshing to work with Harshil, a financial advisor and a planner who is truly interested in understanding their client's needs, circumstances and preferences . I am impressed by the way Harshil takes time to understand my exact need and provides precise solutions to my problems with lateral thinking. His professional, ethical and carrying approach towards clients is something that encourages me to work with him again and again and even recommend him to my relatives and network. He made me feel secure about my future.

2016-11-17T11:35:48+00:00
Physio Therapist I am absolutely delighted with the service of financial planning provided by Allegiance Money Managers Pvt. Ltd. Its really refreshing to work with Harshil, a financial advisor and a planner who is truly interested in understanding their client's needs, circumstances and preferences . I am impressed by the way Harshil takes time to understand my exact need and provides precise solutions to my problems with lateral thinking. His professional, ethical and carrying approach towards clients is something that encourages me to work with him again and again and even recommend him to my relatives and network. He made me feel secure about my future.

Services We Offer

We help you manage the two most critical assets of your life – financial and human. From  managing money to  managing humans, we take care of both.

Our financial planning services ensure that we provide on-going wealth management services and have your financial affairs reviewed on a regular basis in order to maximize the opportunities that are available in the marketplace.

We are fuelled by our intense passion for making a difference to people’s lives. Human capital undoubtedly is the biggest asset for any organization today. Our training solutions aim at delivering desired measurable results after a rigorous and careful training need analysis with the clients.

Financial Solutions

We are sure that a 100 page financial plan won’t make a great sense to you. Even if it’s leather-bound. Financial planning is more than a bunch of assumptions and number crunching. It’s an ongoing process that can not go away on a shelf, because while your dreams may remain the same, your life never stops evolving. Our job is to show you how to reach your dreams even when the ground is moving beneath your feet.

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Training Solutions

Allegiance Money Managers aims to provide its clients the best possible solutions when it comes to managing money as well as humans both being the most important assets of any corporate.

We deliver variety of trainings based on the clients’ needs. Our approach to learning combines conceptual clarity with practical application. Though the current era is all about e-learning and distance education, we firmly believe in human intervention when it comes to learning complex topics.

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