Taginvestments Opiniões 6

Tag Investments & Anuj Gupta Ji you are doing great for investing community.
Our best wishes to All in your team

Really managing my funds well how ever small it may be. Very informative and excellent communication.

Was looking for a customized report, and after speaking to Anuj, his team member, Gautam was super proficient in understanding the requirement and delivering it promptly.

For me it is 3.5/5 rather.
In my initial years i struggled with more reactive than proactive approach from your team for tasks.
Overtime it has improved post i shared feedback with Anuj and is quite better now. Portfolio review with Anuj is good and he gives sufficient time to discuss the same and answer queries.
Portfolio is growing at a decent pace except couple of funds.

Improvement areas- I dont receive any proactive tips and advices for an adhoc investment for a lumpsum like when gold or silver rate is good etc apart from sips. I have seen such tips coming regularly from brokers.
Would like to have more frequent discussions for portfolio review with change in the market trends as the funds in my portfolio are largely same since we started.

Helpful team

I’m extremely satisfied with how Anuj and the TAG Investments team are managing my portfolio. Before reaching out to them, I was confused and relied only on traditional savings like PPF, FDs, and RDs.

They guided me with clarity and care—helping me make informed decisions not just in investments, but also in insurance planning. They also take care of my income tax returns, making the entire financial process seamless and stress-free.

A special thanks to Prachi, who has been consistently prompt and helpful with all my queries.

I wholeheartedly recommend TAG Investments to anyone looking for reliable, knowledgeable, and genuinely client-focused financial guidance.