“I started engaging with Tarun and his team almost 15 years back. Initial engagement was restricted to investment advice where TBNG would recommend good quality funds to invest. It blossomed into full fledged advisory a few years later where a complete plan was chalked out till retirement. My goals, assets and liabilities were considered and based on risk profiling asset allocation was done leading to development of a portfolio. Of course, this being dynamic process, semi-annual and annual reviews are done to incorporate necessary changes. The team also assists in execution and tracking your portfolio. The biggest advantage of working with an advisor like TBNG is that it brings lot of discipline in investment which otherwise may happen in unstructured way even if you happen to be related to financial world. It also forces you to think about your financial goals and shows a path to achieve the same. Overall, I am very satisfied with the quality of advice and services offered by TBNG. I wish them well in their journey to guide growing number of individuals to achieve their financial goals”.
Makarand Bhopatkar
Free-lance Finance Trainer
“We met TBNG just at right time! Thanks to them, we realized our portfolio was lop sided and needed correction. Tarun Birani has now become a good friend and we look forward to his insights!”
Paresh Parekh
Partner at Ernst & Young
“As part of Ascent Foundation, I got introduced to Tarun Birani and TBNG Team. As a first-generation entrepreneur, I did not take personal money for a number of years and invested back on my business. Only after 7 years did I realize that Personal Investment is an important aspect to differentiate company money and personal needs.”
After my investment for the last 2 years, I have now reasonable view of my progress to the Financial Freedom and Retirement Goal. The Team shares the portfolio report on a quarterly basis with proposals to update/modify and remove some of the Investments based on Market trends. They also update the current needs from both business/personal investment and provide valuable recommendations to help in both short and long term.
In my earliest avatar, most of my investments in real estate, Insurance, mutual funds and equity were not carefully thought out for my desirable outcomes. The Returns were sub-optimized, and it was making a financial burden instead of financial freedom. I did not have an expert to guide me on do’s and don’ts of investments. So even though, I had started investing over 10 years before, it did not reveal in the desirable asset value. TBNG team looked at the entire asset class, risk profile, insurance and emergency to redesign the portfolio. This helped me to sell those instruments which were making hardly any returns and prevented further losses.
With managing 3 entities (India, Singapore and US), I did not have bandwidth to do it myself. I also wanted someone with deep level of financial expertise and understands entrepreneurship mindset better to assist us. Tarun, with his expertise and strong business acumen was the perfect choice to work and it has given be significant results and also substantial Financial Reserve. TBNG also organizes regular expert talk sessions to keep customers up to date with financial instruments and market trends.
Absolutely a 10/10. The value I have received with the Professional advice and financial mentoring of TBNG group illustrates that this is a great company to grow your personal assets to ensure peace of mind, freedom and complete control of all the financial needs.”
Suresh GP
Managing Director, TaUB Solutions
“I’m Vinod, residing outside India for several years. Balancing investments with daily commitments was challenging until I found TBNG Capital Advisors. They’ve helped me establish and review financial goals, ensuring returns align with my risk appetite. Over the past seven years, their guidance has yielded significant returns, making them my top recommendation for managing investments amidst a busy schedule.”
Vinod Sisodia
Head of Sales Asia Pacific - Nuts Olam Food Ingredients
“TBNG provides independent and insightful financial planning advice taking into account the customer’s needs and goals comprehensively. They are transparent and provide access to investment options that have superior risk-return profiles and which we otherwise would not have known about. They are data-driven, rational and take into account behavioural aspects of financial planning. We are happy to be associated with TBNG.”
Shishir Goenka
Founder, Fusion Clothing Company
“Over the last 12 years, my relationship with the TBNG team has been extremely fruitful. I have been helped by a close-knit team led by Tarun and Sneha that has been efficient, effective and at the same time personal. Their forte is personalised service that understands the limits of each client, and tailoring a strategy that WORKS. Makes saving and planning for the future look easy and achievable.”
Dr. P Anantnarayanan
Senior Dentist, Meenakshi Ammal Dental College, Chennai
“My decision to join TBNG Capital, introduced by a colleague 20 years ago, has proven invaluable. Their professional and goal-oriented approach, coupled with extensive knowledge and personalized plans, has ensured we consistently meet our financial objectives. Now, as I transition into retirement, I’m confident in TBNG’s continued success in managing my wealth and achieving my goals.”
Mr. Avinash Joshi
Retired General Manager Marketing, MESO Private Limited
“I was recommended TBNG by a family member who, along with his friends, has been with TBNG for over five years and only had positive things to say about Tarun and his team. I have been engaged with TBNG for over a year and so far I am very happy with the service they are providing and the results they are delivering. I have always struggled to manage time to research investments while working a hectic work schedule; Tarun and his team fit very well in my case as they have understood my investment intention, long-term goals, and risk profile to provide investment advice accordingly. In addition, they were also able to help with investment strategies for two different countries as I wanted to grow my investments both in the US and in India. So far I am quite happy with the service TBNG is providing and highly recommend them to others.”
Harman Cheema
Sales Director, Airbus
We have been working with TBNG as our wealth advisor since November 2019, and we are extremely pleased with their services. Both partners, Tarun and Ajita, have a deep understanding of wealth management and finance. Their expertise and dedication have been invaluable to our firm, ASK. Our experience with TBNG has been excellent, and we look forward to continuing our successful partnership.
Kunal Sikchi
Founder and Managing Director - Matrix Life Science
I was introduced to Tarun by a close friend and have been interacting with him for over 4 years now. As we continue to remain busy in our profession, we tend to ignore personal financial matters which are critical to our survival post our working life. Over time Tarun has been instrumental in enlightening me with his financial knowledge, helping in optimising investments and advising the way forward. Apart from the knowledge of the financial market and ability to plan for the future, what impresses me the most is his ability to build “TRUST” and “CONFIDENCE” which are critical when we engage anyone with our life’s savings!
Abhay Gupte
Ex-Senior Partner Deloitte
