After several years of "Wealth Management" by the foreign banks in India, who only look at their profits all the time, it was a totally refreshing change when I got introduced to Mr Ratul Bhaduri Founder of Addplans. Of course I was initially skeptical about him handling my portfolio, after my bad experiences with the banks. Now, since I've dealt with him for more that a year or so, he handles my entire portfolio. Best part is he sits and understands exactly what is needed and plans the investments accordingly. Very easily accessible at any time. Very pleasant demeanor. A great person to handle wealth management and a genuinely nice person. Will highly recommend to anyone.

What particularly impressed me about Addplans was just how much time they spent early on in our relationship listening to my particular goals and objectives. I have always found that he truly understands what I am working towards with my career, my investments, and my other personal goals. I have always found management of the firm to be ethical, client focused, and more than willing to go the extra mile for me and my personal goals. I have no hesitation whatsoever in referring them on to someone looking for a client-focused financial advisor.

Congratulations Addplans! You have given me and my family prompt professional service. This has seen our funds grow much more than expected. Thank you and keep up the good work!

If you’re in Bangalore, it’s almost instinctive to say that your profession is likely to be a Software Engineer. So, it’s no exception for me as well. Being in a Product company, for me software is a passion. But, keeping the interests of my family, our happiness is more than anything else. And, financial planning is at the core of all these passions and happiness.
My family has been a ‘Fixed deposit’ family and so there was a lot of push back earlier in my career looking at the market as I could hardly gauge. But, when I understood the need for a proper financial planning and management, I was in lookout for a guide who is passionate, factual and can provide real time assessment and adjustments. I was glad to meet Mr. Ratul, a decade back through a Banking service and enjoyed a great rapport. When he moved out of Bangalore southward, my financial trend also started going southward.
And so when he decide to be an entrepreneur, I was so glad and directly invested my entire savings through Ratul. Glad I did and can see a greater momentum to my planning and my wealth. I’m so happy and comfortable that I advised my family, friends and colleagues to reach out. And I’m happier to note that everyone is happy with the progress they’ve made.
Thanks Ratul for all your effort!!