US Investment
5.0
1 rating, 1 recent
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No hidden charges
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Fresh experiences shared by members of the community.
I had an initial discussion with Mr Raj Ahuja CEO. Was very impressed with him and services they provide . They provide tax filing, tax planning , financial planning and investments , Insurance and Succession planning services. So one point of contact for everything. Would not hesitate in moving forward with them
Overall service was not so bad, but they lost my one bix
Has been working great for me. Ported from Google FI to Tello. It was a smooth transition
I had a good experience buying the Reassure3.0 NivaBupa insurance. The price was affordable for a 5 year plan. Their phone app is average. I have the contact of the agents from NivaBupa who sold the insurance. I didn't get an Relationship manager assigned specifically. I have not filed a claim yet so I don't know how their service is yet. Will update once I have more experience.
I’ve had good experience with IDFC. Been banking with them since start and they’ve been very helpful. Only issue is that some of their departments are not a responsive as others. Like I’ve been requesting for a credit card (a basic one) but they don’t seem to have a proper way to go ahead. Always keep asking me to sign up online and the form is not particularly useful.
Pathetic service, lost and broken items. Do not have any customer support to talk in India. Even though I had insurance, they asked to remove my feedback to agree for insurance
