Make your money
work for you.
Track and optimize income and spends to save more.
Avoid common pitfalls and optimize holdings across your investment accounts.
Build a financial plan across investments, loans, insurance and taxes, with a dedicated financial advisor.
GOAL BASED FINANCIAL PLANNING
ESTATE PLANNING / WILL WRITING
WHAT WE CAN’T/ WON’T DO
Suraj has been my trusted financial planner for the last 6 years – playing an impeccable role in providing advice, market updates, seamless execution of transactions and often volunteering to play the role of an opinionated sounding board! Further, he has consistently demonstrated his comfort in being abreast with current affairs and new product offerings and seldom forgets to apply the preferred filters of his clients before recommending the options.
For most working women like me more often than not you need a one stop shop for financial advice and management. We honestly have no more time than that! Suraj over the years has proven to be just that – a one stop shop for my portfolio management. He understands the individual’s requirement and proposes plans that work best. He is clued in on all aspects of investments and insurance and has a wide range of products and options to offer. My experience with him has been rewarding and I have recommended him to several family members who work with him today for their financial investment advice.
I know Suraj since 2004 and have been taking his help in better managing my finances since 2005. It’s been almost 14 years now and honestly speaking, I do not have any complaints so far with Suraj. Suraj is very professional, knowledgeable and calm person. There were times when Suraj suggested few investment options and I could not fully understand. Suraj would then, with great patience explain me the details and put in front of me the pros and cons of the option and let me decide what I want to do. This has really worked so far for both of us and I thank Suraj for all the help he provided. Not just the financial services he is a good friend to me and has provided his suggestions, inputs on several other areas like my higher education, real estate investment and even tips in furnishing my new house! It’s good to know someone like you. Thanks a ton Suraj.
Choosing Infiniti was more a matter of convenience. My finances are handled by Mr. Suraj Shroff for 11 years now and he is the first person to make me aware of importance of sound investments and savings. Since the start , I have not been given reason to think of switching my adviser as my requirements and basics of investment are explained and understood clearly. The association has nurtured tremendous trust and has been handled flawlessly. The changes in my individual lifestyle requirements have been met with prompt changes in the investment advise – ensuring that neither my savings nor my expenses were significantly affected.
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