Testimonials

“I met Mr. Krishna Chaitanya & Mr. Avinash Sarda about 15 years ago When they represented a Private Advisory Company, They won me over with their sincerity and also their advice in money matters.
I decided to continue with them and entrusted them with my portfolio when they branched out and started Wealocity.

I do not regret that decision.”

“My association with the founders of wealocity was before it was launched. I came aboard impressed with the personalised service, and commitment to my financial welfare and no nonsense advice. I am happy to say the same attitude continues even when they have grown. The hallmark has been client friendly, always available, and timely service. I guess there is something that goes beyond just professionalism. And they have the correct sauce.”

“My 7+ years of wealth management journey with WEALOCITY is one of trust, timely expert guidance, and consistent positive results!
A special shout out to Avinash Sarda for his tremendous support all along & methodically improving my family wealth profile!”

“Wealocity’s advisors help everyday people achieve their financial goals. From budgeting in the present to retirement savings for the long term, they have helped us build a sound financial roadmap that supports our personal dreams. In Wealocity we have found a true partner who has made our life “financial stress” free. Our 16 year partnership has been built on a foundation of integrity, trust & responsiveness. We wish Wealocity great success in the years to come!”

“The last 5 years with Wealocity have been incredibly reassuring - a relationship bonded with trust and warmth. Thanks to their thoughtful advisory and planning across wealth management scenarios - I never had to worry about learning the depths of this subject. The team is always around - candidly guiding through important decisions and building realistic portfolios for life. Wishing them sky-rocketing success always”

"Not everyone is aware of investment like MFs, Equities , Insurance etc. beyond the standard instruments FDs / PPFs, and I am one of them. An encounter with Mr. Naresh over 10 years back has changed me as well as my family’s financial security.
For the first time, I’d heard about investing in-line with my timelines that coincide with my future milestones, the need for liquidity at the times of need, unbiased products and avenues to invest from multiple providers with the only criteria is to deliver on time.
With a plan in place, I began small (as income was low then) but kept adding up, under continuous monitoring with calculated risks by Naresh.
Witnessed the birth of Wealocity along with my financial growth. Trust that is earned by Wealocity with excellent personal touch has remained the same in over a decade. Wealocity is now my extended family, a trusted family member, whether I am in India or abroad, always a whatsApp away.
Wish, Wealocity brings Velocity of Wealth at larger scale and brings cheer, financial prosperity to many more individuals and families with such great personalized touch and trust. "

A friend of mine had recommended Mr. Krishna Chaitanya in terms of financial planning / portfolio management & Its been almost 2 decades we have been traveling with him. He is an excellent financial advisor / Fund manager who gets to know his clients and understands their needs. He is patient, professional and always stoodup to our expectations. Over the years, he became more than just a financial advisor and with no hesitation I would happily recommend Mr. Krishna Chaitanya to anyone looking to utilize his services to achieve one’s financial goals.

Welocity Corporate DNA ,its goals and culture ,are I think well defined with the WhatsAPP message of my relationship manager Mr. Chaitanya which states Patience creates wealth on a longer term.

Wealocity with their long term strategy of patience driven wealth creation, honest work, transparency with their clients & a strong research oriented approach, has build up strong trust and confidence with clients on a long term basis, to create wealth for us & continue growing the business relationship.

I had been associated with them for more than a decade now and have seen their balanced & calm outlook to manage our money well, even in times of extremely stressful time like Covid etc.

They helped investors like me to change mindset from a conservative investment only to the product mix which gives better return year on year and trust them to take risk on their advises on our wealth.

I wish them many more successes and growth in their businesses for the months and years to come.

I have been receiving financial planning and advisory services from Wealocity, specifically through Mr. Krishna Chaitanya, for over a year now, and I couldn't be more pleased with the experience.
I am in my early 30s now and eager to make informed investment decisions, I was introduced to Mr. Krishna Chaitanya through a cousin. From our very first consultation, Mr. Chaitanya took the time to comprehensively assess my financial situation. He not only helped me understand where I stand financially but also guided me towards making strategic investments that align with my long-term goals, including building a solid foundation for retirement.
What truly sets Mr. Chaitanya apart is his dedication to ensuring that I understand the rationale behind each investment choice. Thanks to his insights and proactive approach, the investments we have made together have already shown promising returns within a short span of time. This has not only bolstered my financial confidence but has also instilled a sense of financial discipline in me that I previously lacked.
Moreover, Mr. Chaitanya's commitment to his clients is exemplary. He maintains regular contact, always making himself available to address any queries or concerns I may have. His encouragement of open dialogue and emphasis on self-reliance have empowered me to take charge of my financial future with greater confidence.
In conclusion, I whole heartedly recommend Wealocity and Mr. Krishna Chaitanya to anyone seeking reliable and insightful financial planning services. Their personalized approach and commitment to client success make them a standout choice in the field of financial advisory.