BanyanFA Avaliações 31

I have been with them for last 2-3 years and they are very supportive and practical and guide us in investing.

Puneet and team helped me with entire health insurance process, recommended for everyone interested in health insurance

I have been working with BanyanFA for my insurance needs from around 2 years. Puneet & Shail are amazing humans and they truly care about customer's needs more than business. They will be very vocal on what works and what doesn't.

Puneet has always been transparent and suggests insurance on what best works for his customers. He has immense knowledge of insurance industry and is someone who can always rely on.

Shail has been a go-getter for me. She understood my family insurance needs, worked with multiple providers and got the best insurance for me. She has been patient all through this process and follow ups thoroughly to take care of the customer's insurance needs.

Got to know Puneeth 2 years back, was confused on which health insurance too choose from, he patiently explained the details n also cleared many confusion.

I reached out to BanyanFA for health insurance and find it very cooperative and responsive. Puneet sir and Shail are very kind. I strongly recommend to get in touch with them. Thank you for being proactive.

1. Tailored recommendations of portfolio and insurance products
2. Open to answer for any queries
3. Outstanding support for claims.

In short, trusted place for the investment and insurance so I can focus on my work.

I was struggling to find a suitable health insurance policy for my mother due to some pre-existing issues, and after trying multiple platforms and insurers, I felt like I’d hit a dead end. Then I reached out to BanyanFa, and it completely changed my experience.

Punnet patiently guided me through the whole health insurance landscape, explaining all the pros and cons, including potential hidden traps, and helped me pick a policy that truly fit our needs. Ankita was equally amazing, walking me through the entire process and making sure I understood every step.

The whole process took over a month, but the time and back-and-forth were worth it. After feeling frustrated and stressed with other insurers, I finally felt relieved and confident. I’ve now purchased policies for other family members through them and recommended BanyanFa to friends, who have also had great experiences.

BanyanFa made a complicated, stressful process smooth and understandable, I genuinely appreciate their guidance and support.

The continuous support and guidance in my whole insurance journey be it choosing a good health insurance or a term insurance, is what is pretty commendable with this organisation. Moreover, a shout out to Shail for patiently answering all my queries and giving the best possible solution.

It’s been 2years with Banyan now and I wish I knew Puneet and Anubhi earlier so I could have started my investments earlier on with more clarity and confidence. The team made me learn a lot about investments as well. They took my knowledge from beginner to intermediate now and I am very happy I got the right team to handle my investments.
I have referred many of my family and friends to take health insurance with Banyan bcoz they know how to handle the entire process. It’s hassle free for us.

Puneet and his team member Anubhi are available on tap for any advice. They make the process of buying insurance transparent and trustworthy, without any misleading information. Would highly recommend them.

I’ve been associated with Banyan FA since its very beginning, and I can honestly say that Puneet and the team have been true partners in my financial journey. Over the years, they’ve provided me with invaluable support from investment planning and financial advice to tax planning for both the UK and India, along with offering thoughtful insights on various investment products.

The advice I received during my early years was especially important in helping me overcome bigger financial challenges later in life. What I appreciate most about Banyan FA is their professionalism, commitment to client confidentiality, and transparent, honest approach. They genuinely take the time to understand my goals and always provide solutions that are tailored to my needs.

Puneet and his team have gone above and beyond for me, particularly when it came to navigating the complexities of tax planning between India and the UK. Their expertise and guidance in choosing and finalising tax-efficient products made what could have been a stressful process so much easier.

I wholeheartedly recommend Banyan FA to anyone looking for reliable, professional, and personalised financial advice. They’ve been a cornerstone of my financial freedom journey, and I’m so grateful for their continued support and exceptional service.

Been really helpful with all my insurance needs. Will highly recommend them

Associated with BanyanFA for now almost 2 years .
I would say my finances were all messed up , but with advise and guidance by Puneet , i was able to come on track with my finance and the journey continues.
With Pallavi taking care for the health insurance part.
I would strongly recommend the team.

I have had a pretty good experience with BanyanFA during my insurance policy purchase process, for my family and subsequently for my parents as well. The initial conversation with Puneet ji was pretty insightful and helpful to set the context, and then the team took over with detailed conversations for my insurance requirements and suggested available options. Priyanka (my RM) along with other members (Pratiksha, Sadaf) in the team ensured there is sufficient handholding so I don't get confused with the complex terms of insurance policies. Since buying the policies, Priyanka has been in regular touch proactively (but not spamming) to ensure I know there's an RM on the other side ready to support if needed. Great experience overall!

I reached out to BanyanFA for insurance needs. BanyanFA handheld, guided and did all the paperwork.

I find the advice trustworthy, and in the customers favour. Before Banyan, I talked to couple advisors and found hard to validate what they say (always found some or other red flags). When I talked to Puneet, the feeling was totally opposite. I would recommend their service for anyone looking for advisor but finding it hard to trust.

Excellent service. Thoroughly explains the pros and cons of various insurance plans. Makes us understand the industry clearly.
Also, the claims process was beyond excellent. We had to make a motor insurance after meeting with an accident. Puneet and Ankita did a great job of making sure we had a smooth claim and car repair process.

Working with Banyan FA as our insurance advisors has been an excellent choice.

Puneet took us through multiple options for health insurance and explained the finer nuances of each before we went ahead with HDFC ergo through them.

They have also been a great support and source of advice during my insurance claim for my knee surgery even though the initial claim was being submitted for my corporate insurance.

I have recommended them to many friends and received the same positive feedback.

They are really helpful....

Have been associated with BFA from past 2 years, Shail from BFA has been great support for all my queries and feel safe to be associated with BFA.