Testimonials
Dr. S. M. Borkar & Dr. (Mrs.) A .S. Borkar
Dr. S. M. Borkar - Breach Candy Hospital & Medical Adviser to Aditya Birla Group, consulting physician Sushrusha Hospital
Dr. (Mrs.) A .S. Borkar - Retd. Chief Medical Officer, Kasturba Hospital
Palekars have been our go to advisors for all financial matters ranging from mutual funds, shares, and legal compliances.
They have always provided us suitable personalised advice based on our financial capacity and needs. They are available for us for all small queries and provide a detailed insight.
We have achieved considerable and continuous improvement and increment in our assets over our association for over 25 years.
We are extremely happy with their service and attitude and would advise budding as well as seasoned investors to associate with them.
Thank you Ajit and Madhavi Palekar
Prof. N. D. Nadkarni - M.Sc. (Org. Chem), M.Sc. (Inorg Chem.)
पैसा ही अशी गोष्ट आहे कि जी प्रत्येकालाच प्रिय असते
नवीन नोकरीला लागलेल्यां तरुणांना वाटत असते की आवशक त्या गरजा भागल्यानंतर उरलेले पैसे लवकर वाढत जावेत.
मध्यम वयीन लोकावर कुटुंबाची जबाबदारी असते जसे की मुलांचे शिक्षण, मुलांची लग्ने,मुलीचे बाळंतपण. अशावेळी जमवलेल्या पैशाचा विनियोग त्या त्या कामासाठी कसा करावा असा विचार असतो.
वयस्क निवृत्ती धारकांना आपली जमापुंजी कशी सुरक्षित राहील व त्यात वाढ कशी होइल याची काळजी असते तसेच आपल्या आजारपणात मुलांवर खर्चाचा बोजा न पडता पैशांचे प्लॅनिंग कसे करता येइल ते ठरवायचे असते
अशाप्रकारच्या गुंतवणुकी करण्याची जबाबदारी जर कोणाकडे द्यायची असल्यास ती व्यक्ति या संदर्भातील निष्णात जाणकार हवी,पैशाचा व्यवहार असल्याने विश्वासाची हवी,व्यवहारी, गोपनीयता पाळणारी हवी.
हे सर्व गुण असणारी जोडी म्हणजे माधवी व अजित पालेकर.
गेल्या २५-३० वर्षांचा संबंध आहे आमचा. पैसे लागणार असतील तरी मी त्यांना भेटतो. खरे कारण सांगतो. आणि मग ते लागणारे पैसे आवश्यक कि अनावश्यक इथपासून सुरवात होते ते काढायचेच असतील तर कधी काढावेत यावर चर्चा होते. पैसे आपलेच असतात पण सल्यातील आपुलकी त्यांची असते. आणि पैसे इन्वेस्ट करायचे असतील तर ते कसे करावेत यावर चर्चा करुन निर्णय घेतो. ही गुंतवणुक पूर्णपणे अॅानलाइन असल्याने प्रत्यक्ष भेटावेही लागत नाही.
ज्यावेळी मुचुअल फंड हा पर्याय नव्हता तेव्हापासुन या दोघांचे मी मार्गदर्शन घेत आह. त्यावेळी आम्हा उभयतांच्या ७५ वर्षापर्यंचे पुर्ण प्लॅनिंग एल. आय. सी च्या माध्यमातुन या दोघांनी करुन दिले. त्यात मुलीचे शिक्षण, लग्न याचा विचार केला होता. आज गेली २५ वर्षे आम्ही त्याची फळे चाखत आहोत
आता तर आमची पुढची पिढीही त्यांचेच मार्गदर्शन घेत आहे
माधवी व अजित यांचा अर्थ मार्गदर्शनाचा प्रवास असाच चालु रहावा,माझ्यासारख्या अनेकांची कुटुंबे आर्थिक द्रुष्ट्या संपन्न करावीत व त्यासाठी परमेश्वर त्यांना शक्ति , बुध्दी, प्रेरणा, आयुरारोग्य देवो हाच श्रीचरणी प्रार्थना.
Suresh Nabar - Director (Veroteck Solutions & Services, Pune) | Retd. from Tetra Pak
Our business relations with Palekars commenced more than 20 years ago when he first advised us to start small investments in Mutual Funds. He advised to start with SIPs of whatever amounts we could afford to put aside and we did. Today we are more than happy & very proud to have a strong and ever-growing mutual fund portfolio which caters our long bucket list for foreign travels.
Palekars have been our advisors for all financial matters like mutual funds, shares and building our other assets too. With Palekars it has always been a very personalized advisory service. Be it a simple query to big investment decisions, we were always amazed with their personalized approach, understanding and in-depth knowledge. They even helped us recover our old investments scattered in the market, which were stuck due to various reasons including incorrect documentations by previous agencies. Finally, we brought all those investments under one roof – ‘Palekars’ and we are now absolutely stress free.
We are extremely satisfied with their positive attitude and would recommend Palekars to all new and seasoned investors.
Abhay Kulkarni - Senior Architect & Real Estate Expert
A senior Architect and expert in real estate, associated with some of the iconic projects in major cities across the country such as The Leela Palace, Bangalore, Hilton , Four Seasons and the latest being Jio World Drive, BKC.
Over the past 30 year , I have had the pleasure of working closely with Ajit and Madhavi Palekar who are my investment consultants and have been consistently impressed by their expertise, professionalism, and dedication.
Palekar’s possess a profound understanding of the financial markets, investment strategies, and portfolio management. Their ability to analyse market trends, assess risks, and identify lucrative investment opportunities has been invaluable in achieving significant returns on investments.
One of the standout qualities is their unwavering commitment to client satisfaction. They take the time to understand each client's unique financial goals, risk tolerance, and time horizon, crafting personalized investment strategies that align with their objectives.
Pratap Paralkar - IT Consultant
Madhavi and Ajit Palekar have been advising and guiding me on financial planning for 2 decades now.
They have educated me on the What and Why. They have taken care of the How making things very easy for me.
They have been proactive in advising about new instruments, trends, about making changes, and guided me through those.
When I have wanted to explore new or different options, they have been very patient and explained how to go about execution, including the mechanics of the N J Wealth site.
The most important aspects of working with Madhavi and Ajit are:
- they are very warm, personable, and articulate so they make you feel comfortable and confident about these decisions
- they are trustworthy
Ratnakar D. Nadkarni - Ex-Senior Banker & now full time Actor
We have known PALEKARS [Ajit & Madhavi] for around 20 years. They come forth as a
well read, well informed, well equipped couple in the dynamic field of financial planning,
financial advisory & investment handling.
Very easily approachable, with a very prompt response time, they are always
forthcoming with their inputs on market trends, analysis, churning of portfolios to avoid
my investments getting locked in sluggish funds & thus have ensured optimum returns
on my investments.
Myself being a very senior level banker totally preoccupied & committed to my
professional responsibilities, could hardly devote any time towards my financial &
investment planning. Yes I do regret for not having done that well on time & also regret
that PALEKARS entered my life a bit too late.
Today, in my early 60s, I can sit back totally relaxed with the fact that mine & my family’s
investments are being managed by PALEKARS.
Bhalchandra Gokhale
Two years back I was about to retire from my company and then I was thinking where to invest money which was earn hard after working so many years.
Lot of people suggested me to approach different types of financial shops where you fill the form and the person who is sitting opposite you will take charge of your money. But I was not interested because it is hard earn money and I was looking out for advisor who even might charge me high but will give me the best advice, as per present scenario .
Later on, one of my family friend Mr Sharad Marathe suggested me name of Mr Ajit Palekar and told me to meet him and take decision. So I met Mr Ajit Palekar immediately next week and after talking and having discussions with him, I was very much convince that he is the right person I am looking for.
As a common man I am not having much knowledge about stock market or mutual funds and how it works and why the market is down or why market is up etc.
Mr Palekar explained me in lucid language which I can understand to some extent and he advised me where to invest rightly according to my needs.
I am very much thankful to Mr Palekar and Mrs. Palekar for guiding me rightly and monitoring my hard earned money. If you save money today, money will save you tomorrow.
Deepa Nadkarni - Retd. Vice Principal (Bhavans’ College, Mumbai)
I have known PALEKARS closely over the past 2 decades or so.
I have been in the field of academics since the late 80s as a lecturer in Chemistry & recently retired as Vice Principal from a premier educational institution in Mumbai.
My beliefs in terms of planning for the future were firmly restricted to placing my surplus in bank FDs & earning interest.
PALEKARS explained to me the difference between ‘savings’ & ‘investments’ & also impressed upon me the need to plan for the future through profitable investments, thus resulting into effective wealth creation.
PALEKARS explained to me concepts like Mutual Funds, their effectiveness compared to other investment options, SIP, SWP & their significance in financial planning.
PALEKARS have always been easily approachable and very forthcoming with their guidance everytime I required it.
Today I have the privilege of sitting back & relaxing because my financial planning is in the safe hands of PALEKARS!
