Our Clients

We Partner with Investors Across the Globe to Help Them Achieve Their Key Financial Goals

Key Goals of Our Clients

Aspirers

(35 to 45 years of age)

  1. Wealth Corpus
  2. Children Education
  3. Home Down Payment

Pre-Retirees

(45 to 55 years of age)

  1. Financial Freedom Corpus
  2. Global Vacation
  3. Home Loan Prepayment

Retirees

(Over 55 years of age)

  1. Passive Income
  2. Legacy Corpus
  3. Medical Corpus

Testimonials

We had used other investment advisory services in the past and were constantly being pitched their preferred products, in a haphazard manner, even if they weren’t aligned with our requirements.
We recently partnered with Everguard and have been very happy with their focus towards predetermined goals. The Everguard team’s approach to investing is lucid and doesn’t stray from our requirements. This coupled with their responsiveness has given us peace of mind while investing. We hope for a long association with Everguard and wish them the very best.

Regional Director, Fortune 500 MNC Bank

We have found Everguard Life Ventures Pvt. Ltd. team to be extremely knowledgeable. They have consistently exceeded my expectations and needs and their attention to details is extraordinary. The Everguard team has exhibited the professionalism and financial investment advisory service expected from them. I can count on them to help me with my portfolio as their response to our query have always been in time. Wishing you all the best for all your future endeavours.

Head of Strategic initiatives EMEIA, Fortune 500 Company

At retirement, fixed deposits were my first choice, but after 2015 the returns started dwindling and I invested with a big broking firm but found that there was no personal monitoring of my investments and I could not afford heavy losses or take undue risk. Fortunately, in 2018 I met Arjun at Everguard, who understood my priorities and I am with Everguard ever since. My funds are being monitored continuously with steady returns, in spite of the Corona crisis. My blessings are with Everguard team for giving me peaceful sleep at night, I am convinced that my funds are in safe hands.

Ex-Chief Health Officer, BMC, Mumbai

We are a salaried couple. We had used many websites to build some kind of portfolio etc. but realized we had not moved towards our goals. Then we turned to the services of Everguard. The goal based approach to wealth creation was just what we needed and we have had highly satisfactory results so far. I believe this is just the right service we the salaried class needed. We wish Everguard all the very best for the future.

Senior Sales Professional, Top IT Services Company

I recently partnered with Everguard for investments plans and have been very happy with their expertise not only on investments but understanding my goals and plan accordingly. The Everguard team’s approach to investing is perfect and doesn’t drift from my requirements. In addition reachability and quick response of their experts is always amazing. I am looking forward for a long term association with Everguard and wish them all the best for all the future endeavours.

Senior IT Professional, Kuwait

Even after investing across multiple investment products my expectations were not met. Then I got an opportunity to talk to Arjun & his team in Jan 2020, who made me realize the importance of smart goal-based investing based on lower risk. Thanks to Everguard, my investments remained stable even in this pandemic in highly volatile markets. It gave me the confidence that Everguard is the right choice as an investment partner and my investments will be monitored continuously, resulting in higher returns and a sound sleep every day. I wish the Everguard Team all the best and hope they always remain “Trusted Partners” in my investment journey.

HSE Professional, Leading Construction Co. Mumbai

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